Tag Archives: Client Trust

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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!

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Resources: 

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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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#94 – From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle

Life Management, Practice Management, , , , , , , , , , , , , , , , , , , ,

Are you building a business you love — or one that’s wearing you down?

In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model FA, whose passion is helping advisors fall in love with their practice – either “again” or for “the first time.”

David shares actionable insights on scaling your business while maintaining passion and enthusiasm.

David said, “Success in financial advising is about more than strategies; it’s about loving your business and creating genuine connections.”

How can financial advisors simplify operations to regain focus? What practical steps foster trust and meaningful growth?

David discusses strategies for systematization, identifying personal strengths, and the importance of nurturing client relationships authentically. 

Bill and David discuss:

    • Why advisors lose enthusiasm and how to reignite it.
    • The four personality types in advising and the tailored growth method.
    • Creating balance by leveraging the “Energy Audit” framework.
    • The “Deposits vs. Withdrawals” approach to deepening client trust.
    • Utilizing AI to enhance business efficiency without replacing human connections.
    • …And more!

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Connect With David DeCelle

Resources: 

Connect With Bill Cates:

About David DeCelle:

Raised in a middle-class household, David knew at an early age that he wanted to redefine success for his generation of the family. Making money was a big motivation, but knowing how to put money to work was his main goal. That’s why he chose to become a financial advisor. And he’s never looked back. He’s a compulsive learner, the guy who cares the most, and one of the hardest workers you will ever meet. He loves nothing more than acquiring layers of life-enhancing knowledge – from social media strategies to self-actualization – and sharing it to help others grow and succeed. His most treasured moment is watching a financial advisor fall in love with the business again.

He is equally committed to his own mind and body fitness, and to intentionally spending quality time with family and friends.

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#79 Do You and Your Clients Need a Money Detox? with Tammy Lally

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , ,

Are your money beliefs holding you back in your practice?

In this episode, Referral Coach Bill Cates interviews Tammy Lally, CMC®, LUTCF, a certified money coach, financial planner, TED speaker, and author of the book “Money Detox,” about the unproductive and limiting beliefs around money many financial advisors unknowingly harbor. Tammy brings invaluable insights from her years of experience and personal journey, including her TED Talk which has over 2.2 million views, about how to help financial advisors and their clients develop healthier beliefs about money.

You’ll learn how to recognize and address these limiting beliefs, the importance of emotional maturity around finances, how to shift your money mindset to attract more right-fit clients and leverage new opportunities, and practical strategies for creating stronger, healthier financial practices.

Tammy discusses: 

  • Her personal story and how it led to her TED Talk and book, “Money Detox”
  • The concept of money shame and how it affects financial decisions
  • How financial advisors can better understand their clients’ money stories and avoid unconsciously shaming them
  • The importance of curiosity and empathy in enhancing client relationships and financial outcomes
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Tammy Lally:

About Tammy Lally:

Tammy Lally is a Certified Money Coach, TED Speaker, and Author of Money Detox. She helps others master their finances by stopping the cycle of their money shame to rewrite their financial future. Tammy works with people to first conquer their emotions around money and then through a comprehensive financial plan. Tammy has 20 years of experience in the financial industry and 30 years of study in psychology, addiction, recovery, and spirituality. She brings a distinctive blend of financial industry experience, psychological knowledge, and spiritual consciousness to her work. Tammy offers a compassionate approach to money and money shame, which is truly powerful in helping her clients achieve transformative outcomes. Her signature “Money Detox” process is a seven-step journey that allows anyone to achieve financial freedom and joy. She works with individuals, couples, groups, and businesses and has helped thousands of people.

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