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Top Advisor PodcastTop Advisor Podcast Author: Bill Cates
Welcome to the Top Advisor Podcast, brought to you by ProudMouths Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industrys top performers to learn their secrets to sustained success. These short interviews will get right to the heart of what each top advisor is doing to acquire more right-fit clients. Youll be reminded, renewed, and inspired to take powerful action. Youll impact more lives and increase your income at the same time. Language: en-us Genres: Business, Education, Marketing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Rewriting Your Money Story: How Beliefs Shape Your Wealth
Monday, 19 January, 2026
Most financial challenges aren’t math problems—they’re belief problems. In my recent podcast conversation with Corey Mosley, we talked about money stories: the beliefs people absorb early in life that quietly shape how they save, invest, earn, and even value themselves. Clients don’t always resist your advice because they “don’t get it.”Often, they resist because the advice conflicts with a story they’ve carried for decades. The same is true for advisors.Your beliefs influence how you price, position your value, and show up in conversations. When you help clients (and yourself) rewrite the story beneath the numbers, everything changes—clarity, confidence, and follow-through. Listen to the conversation and explore how money stories shape financial outcomes.
