Monthly Archives: June 2022

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Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick



Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery.

Sudden wealth can bring elation and a host of challenges.

Without a sound plan of action, sudden wealth can escape almost as quickly as it came. It can even leave debt in its wake.

In this episode of the Top Advisor Podcast, Bill Cates speaks with Myah Moore Irick, who has built and sustained a highly successful practice as a sudden wealth financial advisor helping her clients navigate their newfound fortune and resulting challenges. 

Bill and Myah discuss: 

  • How Myah got started in her niche as a sudden wealth financial advisor.
  • The type of sudden wealth clients Myah serves and how she meets them.
  • How involvement in the community and philanthropic activities bring her new clients.
  • Why she has chosen to build a diverse, multi-cultural team and why it’s been great for the health of her business. 
  • Bill’s answer to Myah’s question, “If you were building your practice today, what types of clients would you try to serve?”
  • …And so much more!

Connect with Myah Moore Irick

Connect With Bill Cates:

About Our Guest:

Myah Moore Irick focuses on providing wealth planning strategies to successful executives, individuals and families navigating sudden wealth, and a growing list of professional athletes.

Myah possesses a deep understanding of the psychology of wealth: the challenges that executives, individuals, seasoned professionals and even up-and-coming athletes face when making decisions about their financial futures. With this knowledge, Myah can help her clients identify what they want their money to do for their lives, families and communities – and then create a wealth plan for achieving that.

Myah is devoted to giving back in her own life. While she spends much of her free time with her husband and three children, she also sits on several boards and committees that promote access to financial literacy, and equity & inclusion in the classroom and the boardroom. She serves on the boards of the Carnegie Science Center, the Energy Innovation Center Institute, and the Pittsburgh Symphony Orchestra, and serves as a strategic partner to InvestmentNews and The Advanced Leadership Initiative (TALI). Her experience as Miss Oregon (with the Miss Universe Organization) in 2003 inspired her ongoing commitment to promoting educational opportunities for women. 

 


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Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario



Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people in – where they are sought out by prospects with their hand raised saying, “I’ve heard great things about you. You were highly recommended. I know you work with people just like me.”  

And if you pick the right target market, you’ll likely find more enjoyment and passion in your work.

In this episode, Referral Coach Bill Cates speaks with Don Hilario, financial advisor and founder of Hilpan Moxie. Bill and Don discuss how Don found his niche working with Big Tech clients, specifically Google, and how having a very clear target market strategy can earn you validation as an advisor.

Bill and Don discuss: 

  • How Don carved out his niche with clients at Google.
  • Don’s 4-5-6 method to acquire right-fit clients from Google.
  • The clear benefits and potential drawbacks from having a very specific target market strategy.
  • And more

Connect With Bill Cates:

Connect With Don Hilario:

About Our Guest:

For over 15 years, Don Hilario has been a financial advisor for Big Tech employees. He collaborates with software engineers, managing directors, and tech recruiters to help them minimize taxes, accelerate growth & align investment decisions with smart goals – so they are specific, measurable, achievable, realistic, and time-oriented.  

In 2012, Don started his own business, called Hilpan Moxie. Where he connects with his audience across different mediums, including interactive visualizations that empowers client engagement and transforms financial jargon into relatable and compelling stories. 

When he isn’t working with clients, Don teaches Catechism at St. John Neumann, traveling with his wife and two daughters. And cheering on the New York Knicks!