Tag Archives: Philanthropy

Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP

April 24, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAlcohol Consumption, And Wise, Body Composition, Client Care, Client Events, Client Experience & Loyalty, COI's, Communicating Your Value, Creating Advocates, David Meinz, Exercise, Financial Advisors, Financial Professionals, Financial Wellness, Genetic Predispositions, Health And Wealth, Health Coach, Healthy, Holistic Approach, Insulin Levels, Leadership, Life Balance, Marketing, Optimistic Perspective, Philanthropy, Physical Health, Podcast, Practice Management, Prospecting, Referrals & Introductions, Registered Dietitian Nutritionist, Social Media, Stress Management, Target Marketing, Top Advisor, WealthyTop Advisor Podcast

Good health and sufficient wealth go hand in hand. They are intricately intertwined.

Most advisors try to ensure their clients don’t outlive their wealth.

A select few advisors work to ensure their clients wealth does not outlive their health.

As a nutritional expert and the author of the book Wealthy, Healthy, and Wise: How To Make Sure Your Health Lasts As Long As Your Money Does, David Meinz is on a mission to help advisors lead healthier lives so they can impact more people with their important work.

David also helps advisors bring this powerful knowledge to their clients, to help their clients stay healthy so that they are able to enjoy their wealth. This, in turn, creates deeper client relationships and generates more referrals.

Bill and David discuss:

The biggest health priorities financial professionals face.
The significance of maintaining a healthy weight and the role of insulin levels in weight control.
How age and body composition, particularly gut fat, can impact health risks.
The impact of alcohol consumption on health.
The marketing opportunity for financial professionals to position themselves by addressing the whole person, not just financial advice.
Strategies for financial professionals and their clients to reduce and deal with stress.
…And more!

Resources:

Connect With Bill Cates:

Connect with David Meinz:

About David Meinz:

David Meinz, MS, RDN, FAND, CSP is a highly sought after international Keynote Speaker and Author. Groups worldwide have utilized his innovative strategies for improving both personal and organizational health performance. His expert insights help organizations of all types and sizes improve employee retention, decrease absenteeism, enhance productivity, and produce more profitable results.

He has successfully presented to Financial Services groups, Young President’s Organizations, Health Care groups, and many others for over twenty years.

Audiences love David’s interactive approach, fun style, and action-oriented focus that allow participants to leave with ideas and action steps that they can implement to produce immediate results.

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Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE

April 10, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAdvisor, AI, Artificial Intelligence, Author, Client Events, Client Experience & Loyalty, Client Relationships, Client Service, COI's, Communicating Your Value, Creating Advocates, Efficiency, Financial Advisors, Financial Advisory Industry, Jay Baer, Leadership, Life Balance, Managing Client Expectations, Marketing, Philanthropy, Podcast, Practical Strategy, Practice Management, Proactive Communication, Professional Speakers, Prospecting, Psychological Impact, Referrals, Referrals & Introductions, Researcher, Responsiveness, Social Media, Target Marketing, Technology, Time To Win, Top Advisor, Trust, Trust-Buildingtopadvisorpodcast

Speed Kills? Speed Wins? It depends!

According to research – speed impacts revenue, speed impacts loyalty, and speed impacts emotions.

Understanding this crucial dynamic, Bill Cates engages in a compelling conversation with Jay Baer, a distinguished business growth and customer experience strategist, researcher, author, keynote speaker, and B2B influencer.

Jay’s newest book, Time to Win: How to Exceed Your Customers’ Need for Speed, will likely change how you view some aspects of your client service model.

Together, they dive into the critical role of speed and responsiveness in client service for financial advisors. Jay introduces his Time to Win Framework, offering six strategies to improve responsiveness. They also cover proactive communication, managing expectations, and the psychological effects of responsiveness on client trust.

Jay & Bill Discuss:

How your clients’ expectations around responsive service have changed, and why you better pay attention
The quality of information from Artificial Intelligence, concerns about its impact on financial advisors, and its potential as an efficiency tool.
What Jay means by speed, and why it has become such an important element of the client experience
How clients equate speed of response with respect, and how that impacts loyalty and referrals.
How long clients will be patient waiting to hear back from their advisor.
Why advisory firms need to elevate speed on their priority list (because prospects and clients already have).
Overview of Jay Baer’s “Six-Piece Time to Win Framework.”
How and why you better change your approach to responding to client queries when you don’t have an immediate answer.
Jay’s unexpected success as a tequila influencer and educator.
…And more!

Resources:

Connect With Bill Cates:

Connect with Jay Baer:

About Jay Baer:

Jay Baer started his career in politics, as a direct mail specialist for a United States Senator.

After brief forays into government service (as a spokesperson), and environmental services (as a marketer for a garbage company), he stumbled upon the Internet back when domain names were still free.

Seeing and seizing a business growth opportunity, Jay created and sold multiple digital marketing and customer experience companies, including Convince & Convert, one of the world’s most successful digital strategy advisory firms.

In the early 2000s, Jay conducted a tour for the publication of his first book. This adventure ultimately spawned his career as a well-known keynote speaker and event host.

Because Jay was a strategist and advisor long before he was a professional speaker, his presentations are highly customized, and filled with useful frameworks and practical advice. Organizers bring him back time after time because he constantly writes new material, and audiences grow their businesses as a result of his advice.

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Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE

June 14, 2023Education, Finance, Marketing, Speaking, UncategorizedClient Events, Client Experience & Loyalty, COI's (Centers of Influence), Communicating Your Value, Creating Advocates, Leadership, Life Balance, Philanthropy, Practice Management, Referrals & Introductions, Social Media, Target Marketing, Winning New Clients.topadvisorpodcast

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities?

These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors.

While these are valid concerns, they are easily addressed. Listen to this 35-minute podcast episode from Bill Cates to get the answers … and a whole lot more.

Whether you’ve never even considered narrowing your focus before, are looking for information on the best target markets for financial advisors or are already successfully implementing niche marketing in your business, there is something in this episode for you.

In this solo episode with Bill Cates, you will discover:

The 5 most prevalent, logical and overall best target markets for financial advisors to consider.
The 7 biggest benefits to pursuing a clear, well-defined, and lucrative target market.
The 5 critical characteristics of a viable target market.
11 specific examples of what real advisors are doing right now to find riches in the niches.
Answers to the 3 most burning questions advisors have around this strategy.

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Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock

February 2, 2022Education, Finance, Marketing, Speaking, UncategorizedAmeriprise Financial Services, Bill Cates, Business, Charity, Community, Jeff Chaddock, Leadership, Philanthropy, Referral Coachtopadvisorpodcast

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally rewarding as well?

In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth. Jeff has philanthropy in his DNA, which has been extremely helpful for the charities and people in his community, and has been instrumental in making him a go-to advisor for many.

Jeff discusses:

How Jeff uses philanthropic leadership to grow his business
What the elements of ‘the trifecta of difference’ can mean for your business.
How Jeff has created his incredible business––and what kept him going through doubt
Why you should create experiences that have a ‘shelf life’

Resources:

Don’t Sweat the Small Stuff by: Richard Carlson
Zenner House

Connect With Bill Cates:

About Our Guest:

Jeff Chaddock: With over 32 years as a Private Wealth Advisor, Jeffrey Chaddock, CRPC® , APMA® is the CEO of Envisage Wealth, with four offices across Ohio. Jeffrey’s firm manages over 2.5 billion in client assets. Jeff differentiates his practice by providing numerous civic, social, and educational opportunities for his clients and their guests. Jeffrey is heavily involved in numerous charitable organizations and serves on the board of trustees at The Ohio University Foundation, where he established the Jeffrey D. Chaddock Endowed Scholarship program.

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