Category Archives: Finance

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Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®

Education, Finance, Marketing, Speaking, , , , , , , , ,

Many financial advisors like to keep an arm’s length distance between themselves and their clients, keeping everything strictly on the professional level.

But many of the most successful financial advisors are doing the opposite.

In this episode, Referral Coach Bill Cates, CSP, CPAE is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester discusses his Bucket List Campaign and how he creates a business friendship with clients, so they become his biggest advocates. 

Lester discusses: 

  • Why he sold part of his practice to focus on a more targeted market.
  • How he got started helping his clients accomplish some of their Bucket List items.
  • What the Bucket List Campaign is and how it works.
  • An example of how his business friendship with one of his clients made a huge difference for her and her family.

Connect With Bill Cates:

Connect With Lester Matlock:

About Our Guest:

Lester Matlock’s CFP®, CRPC®, APMA® first passion is being a financial advisor and mentor. Mentoring students has afforded him the ability to pay forward the guidance and counseling he received as a student. Extreme fitness and mixed martial arts are his most common pastimes when he and his wife are not traveling. He’ll confess, collecting cuff-links (especially vintage) has fast become a favorite hobby of his.

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Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®

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You’ve undoubtedly heard about the benefits of highly-focused target markets for financial advisors. But perhaps you have reservations and worry that if you go too narrow, you’ll be missing out on valuable opportunities.

If you’ve been considering a specific target market, then perhaps this interview will tip the scales in that direction for you.

In this episode, Referral Coach Bill Cates is joined by Adam Cmejla CFP®, president of Integrated Planning & Wealth Management. Adam discusses his decision to focus on a very specific target market, which has brought him to an extraordinarily high level of success.

Adam discusses: 

  • How he started by targeting “white coat professionals,” but eventually narrowed his focus.
  • Why he believes strongly in the value of hyper-specific target markets for financial advisors.
  • The two bullseyes Adam shoots for that has enhanced his reputation and increased his revenue.
  • Why he launched his podcast, 20/20 Money, and how that as worked as a magnet to attract more ideal clients.

Resources: 

Connect With Adam Cmejla:

Connect With Bill Cates:

About Our Guest:

Adam Cmejla CFP®, has been a financial advisor for 13 years. He helps optometrists nationwide make smart and informed decisions with their money in their practice and in their lives. Host of the “20/20 Money” podcast. Named to Investopedia.com’s 100 Top Financial Advisors of 2019 and Investment News’ 40 Under 40 for 2021.

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Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA

Education, Finance, Marketing, Speaking, , , , , ,

In this episode, Bill Cates is joined by Alanna Morey, CFP®, APMA®, private wealth advisor at Siena Wealth Advisory Group. Alanna shares her inspiring journey that took her from living in her car to becoming a financial advisor generating $1.2 million in revenue this year.

Do you have a promising team member who you’re grooming for more responsibility, in the hopes they will become a financial advisor? Are one or more of your team members a diamond in the rough waiting to be discovered?

Alanna discusses: 

  • How she transitioned her life from living in her car to becoming an administrative assistant position to becoming a successful financial advisor in her own right.
  • What encouraged her to take a big leap and become a financial advisor.
  • How her mentor, Joe DeSena, believed in her more than she did in herself.
  • A checklist for creating the right work environment that you can follow to move any and all of your team members forward in their own careers.

Connect With Alanna Morey:

Connect With Bill Cates:

About Our Guest:

Originally from Rochester, NY, Alanna now lives in Naples, FL with her fiance Eric and their Golden Retriever, Wrigley. Alanna’s relationships are very important to her, she loves spending time with her close family and friends. She also loves to cook and try out new recipes in the kitchen. Fitness is a passion of hers’ she enjoys CrossFit, biking and running. Exercise helps her to clear her mind and stay present.

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Premiere Episode – Introducing The Top Advisor Podcast!

Education, Finance, Marketing, Speaking

Are you a successful advisor with plans for additional growth, and you’re just looking for some fresh insight on how to supercharge that growth? You are in the right place.

Welcome to The Top Advisor Podcast!

In this debut episode of The Top Advisor Podcast, join your host Bill Cates, Referral Coach, as he introduces the show and shares new ideas with others about how to successfully curate knowledge.

In this episode, you will learn:

  • A sneak peak of the possible topics covered and guests for the episodes to come
  • How it is possible to have 100% of your new clients come from referrals
  • How the book ‘Radical Relevance’ by Bill Cates helps solve so many problems for advisors
  • And more!

Tune in to learn more about what you can expect from The Top Advisor Podcast, with your host Bill Cates!

Resources: Bill Cates | Referral Coach Website | Contact Bill Cates | Radical Relevance

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