What Are the Secrets of the Best Financial Advisors?

Written By Hussein Al-Baiaty

How do top financial advisors future-proof their practices?
In this episode of the Top Advisor Podcast, Bill Cates sits down with Jeff Panick—principal of Balance Wealth Partners and author of Your Future Is Now—to unpack how a values-driven approach to financial literacy and legacy planning builds deeper client trust and bridges the gap between generations.

Jeff shares his personal journey from the U.S. Army to becoming a financial advisor, how writing two books became an essential part of his practice, and the strategies he uses to engage clients’ children and heirs. If you're a financial advisor looking to deepen relationships, retain next-gen clients, and lead with humility, this episode delivers real talk and actionable takeaways.

Download free resources mentioned in the show: referralcoach.com/resources
Learn more about ProudMouth’s Influence Accelerator: proudmouth.com/kates
Jeff’s Firm: Balance Wealth Partners
Jeff’s Book: Your Future Is Now: A Guide to Mastering Your Finances and Independence
Coming Soon: Your Future Is Now – Retirement Edition (Fall 2025)

Hussein Al-Baiaty