HeyJaredTop Advisor Podcast
Welcome to the Top Advisor Podcast, brought to you by ProudMouth’s Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industry’s top performers to learn their secrets to sustained success.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest episodes
Ep. 115 – The Three Discovery Questions Every Advisor Should Ask with Jeff Thorsteinson (opens the original)
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What if the problem you’re trying to solve isn’t the real problem at all? How might that damage rather than help your business? Jeff Thorsteinson argues that advisors often look for better answers when they should be asking better questions. A growth challenge may actually be a capacity problem. A referral problem may point to weak positioning. A full calendar may signal over-reliance on the advisor. In this episode of Top Advisor Podcast, Bill and Jeff explore why questions are “the operating s
Ep. 114 – From Practice to Enterprise: A Journey to $20 Billion with Andy Schwartz (opens the original)
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We’re diving deep into what it really takes to build an advisory firm that not only grows but truly scales, without sacrificing client experience or firm culture. Our guest is Andy Schwartz, CEO and managing partner of OnePoint BFG Wealth Partners, a national RIA managing over $19 billion in client assets. With more than four decades of experience, Andy shares the inside story of how he and his twin brother Scott evolved a two-person practice into a thriving enterprise with hundreds of employees
Ep. 113 – 3 Must-Have Reputation Strategies for Client Acquisition with Brian Thorp (opens the original)
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The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and credibility now play an important role in the decision to meet with you and, hopefully, work with you. They discuss what advisors can do to make sure their digital credibility supports the trust they have built offline. Brian shares findings from a study of 500 mass-affluent Americans. One result stands out: 83 percent of people who
Ep. 112 – Referrals Aren’t Dead But Are They Enough? A Marketing Conversation with Molly McClure (opens the original)
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In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prospects choose a financial advisor today. A trusted introduction may put an advisor at the top of the list, but prospects still do their homework. They check your website. They look at your LinkedIn profile. They search Google, and increasingly, they ask AI. Yup! For better or worse, AI is playing a huge role in this dynamic now. M
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