Bill Cates

Top Advisor Podcast

Join Bill Cates on the Top Advisor Podcast as he chats with leading financial experts. Discover strategies to attract ideal clients, boost income, and inspire impactful change.

Listen on Apple Podcasts

#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp

44 mins • Feb 19, 2025

Recent Episodes

Feb 19, 2025

#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp

44 mins

Feb 5, 2025

#82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr

24 mins

Jan 22, 2025

#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD

36 mins

Jan 8, 2025

#80 Building Strong Strategic Partnerships with Duncan MacPherson

43 mins

Dec 18, 2024

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

40 mins

Language
English
Country
United States
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