Monthly Archives: April 2022


Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®

How much of a difference does your company culture really make for your clients and your employees?

In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how his years in the industry have helped him develop the toolkit to strengthen his clients’ and employees’ relationship with his business.

Bill and Scott discuss: 

  • The culture of Scott’s business, and how it has evolved with their growth
  • What made Scott think deeper about the importance of work culture
  • How company culture impacts every component of a business
  • How Scott’s employees’ values shaped their culture and cultivated long-term success
  • How the “Premium Client Experience” demonstrates the way that little touches can make a big difference
  • And so much more!


Connect with Scott Leibfried

Connect With Bill Cates:

About Our Guest:

Scott Leibfried APMA, ChFC is a Private Wealth Advisor at StackStone Wealth, a private advisory practice of Ameriprise Financial Services, LLC. Scott aims to develop a personalized financial plan for his clients so they can gain the confidence they need to focus on what matters to them most in life. 

He has built a culture design to provide his clients with the best possible experience in the workplace, and at the same time allows his firm, including his staff to flourish! The net result of this intentional culture is that his clients do his marketing for him, meaning they have become advocates for him. They send qualified prospects to him on a regular basis. He has been able to retain and attract great talent for his team.

Scott became a private wealth advisor in 1998 when he founded StackStone which headquartered in Dubuque. He also became a pilot in 2011, flying every week for business. He frequently plays pickleball and tennis as well as golf when he has the chance.


Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with their favorite players, getting a behind-the-scenes look into professional sports, and free tickets to games.

But what is it really like being a financial advisor for athletes?

In this episode, Referral Coach Bill Cates sits down with Walter Stith, former NFL offensive lineman turned financial advisor for Morgan Stanley, ranked by Forbes as one of America’s Next Gen Advisors. Walter discusses the lessons he learned while playing professional football, and the importance of protecting your finances from blindside hits. 

Walter discusses: 

  • Pros & cons of working with professional athletes
  • Why it’s important for athletes to think about life after professional sports
  • The importance of having a good advisor or agent that specializes in work with pro athletes
  • What name, image, and likeness (NIL) deals look like in college sports

Connect With Bill Cates:

Connect With Walter Stith:

About Our Guest:

Walter played his college football at Western Michigan University as an offensive tackle. He also went on to play in the NFL for 2 years with the Cleveland Browns and Buffalo Bills. Before finishing up his professional career in CFL with the B.C. Lions in 2009. He has spent the last decade working for Morgan Stanley as a Financial Advisor. He is currently ranked by Forbes as one of America’s next gen advisors. Walter helps his clients protect their financial blind side.  

Walter lives in Atlanta with his wife Aisha, daughter Kaili, and two sons, Kingston and Chase. When he isn’t protecting his client’s financial blindside, he enjoys being active through running, biking, and hiking.