Category Archives: Target Marketing

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#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

Client Experience, Client Experience & Loyalty, COI's, communicating your value, Creating Advocates, Education, Finance, Generational Wealth, Leadership, Life Balance, Life Management, Marketing, Philanthropy, Practice Management, Prospecting, Referrals & Introductions, Social Media, Speaking, Target Marketing, Top Advisors, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experiences. 

In this episode of the Top Advisor Podcast, Bill Cates is joined by acclaimed author and consultant Richard Weylman to explore how advisors can build deeper client engagement, loyalty, and advocacy. 

Drawing on decades of research and field experience, Richard explains why empathy, thoughtful communication, and personalized experiences are now the keys to standing out – to attract and retain ideal clients.

Richard shares practical strategies and real-life examples, including how small, intentional actions can generate lasting relationships and even significant referrals.

Bill and Richard Discuss:

  • The four keys to remarkable client experiences
  • Why “great service” isn’t enough anymore
  • Why a structured, proactive communication plan sets top advisors apart and how often our clients really expect to hear from you
  • The power of asking better questions
  • Why clients who are merely “satisfied” are always at risk of leaving and how to become the kind of advisor they advocate for with their friends and colleagues
  • … And more!

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Connect With Richard Weylman:

Resources: 

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About Richard Weylman:    

Richard was orphaned at age 6, lived in 19 foster homes and attended 11 different schools. Breaking out of those circumstances, he led an award-winning Rolls-Royce Motorcar operation then progressed to heading and then creating the initial sales and marketing organization for The Robb Report, an internationally recognized magazine for the affluent lifestyle.

For nearly three decades Richard has been honored to show business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client’s or customer’s perspective and interpret their needs to then create the prescriptive strategies and tactics needed to elevate business performance in today’s marketplace.

As a researcher, author, consultant, and serial entrepreneur, he helps to deliver personalized and dynamic presentations that achieve real outcomes and measurable results.

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#100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients

Client Experience & Loyalty, COI's, communicating your value, Creating Advocates, Generational Wealth, Leadership, Life Balance, Marketing, Philanthropy, Practice Management, Prospecting, Referrals & Introductions, Social Media, Target Marketing, , , , , , , , , , , , , , , , , , , ,

Standing out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose.

How do you move from being “just another advisor” to someone clients instantly trust and want to work with? How do you stop competing on titles and start owning the problems your clients care about most?

In this special 100th episode, Referral Coach Bill Cates interviews Derrick Kinney, bestselling author of Good Money Revolution and former top-ranked advisor, about the mindset and strategies that helped him scale his practice to the top 1% before transitioning into coaching advisors. Derrick explains how clarity of purpose, the right words, and emotional connection can transform an advisor’s business and make competitors irrelevant.

Derrick discusses: 

  • Why he sold his successful advisory practice to pursue writing, coaching, and media work
  • The biggest mistake advisors make when introducing themselves and how to “own a problem” instead of relying on credentials
  • How asking the right questions and not solving problems too quickly keeps prospects engaged and builds trust
  • The importance of narrowing your focus, presenting yourself as a specialist, and connecting with clients’ pain points
  • How visibility in media and storytelling can make competitors irrelevant and attract ideal clients
  • …And more!

Sponsors:

Resources: 

Connect With Bill Cates:

Connect With Derrick Kinney:

About Derrick Kinney:

Derrick Kinney is widely considered one of the most engaging and down-to-earth money and business experts in the country. He built one of America’s top financial firms and helped countless clients become millionaires. Then, he sold it to give everyone access to his Middle-Class to Millionaire Playbook. As America’s Financial Educator, he’s a sought-after guest on top podcasts and a go-to expert on FOX, CNN, CNBC, and Yahoo Finance. He’s also the Wall Street Journal and USA Today bestselling author of Good Money Revolution.

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