High Performance Financial Advisor

Keywords client accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognition Summary In this conversation, Emily Rassam reflects on her career achievements, emphasizing the importance of client milestones over traditional accolades. She shares a personal story about helping a frugal client embr...

Keywords financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance Summary In this episode of the High Performance Financial Advisor podcast, host Tony Bates interviews Veronica Karas, a principal certified financial planner at CapTrust. Veronica shares her journey of becoming the yo...

Summary In this episode of the High Performance Financial Advisor podcast, host Tony Bates welcomes Josh Crawford, co-CEO and head coach at Matson Money. They discuss the importance of leadership and coaching in the financial advisory industry, emphasising the need for advisors to transition from traditional models to entrepreneurial approaches. Josh shares insights on managing both portfolios and...

SHOW NOTES   financial advisor, athlete transition, mindset, financial literacy, diversity in finance, financial planning, sports education, career change, high performance, wealth management Summary In this episode of the High Performance Financial Advisor podcast, Tony Bates interviews Caroline Piehl , a certified financial planner and former NCAA champion swimmer. Caroline shares her uniqu...

Keywords  financial planning, joy, entrepreneurship, high performance, company culture, technology, AI, financial advisory, mental health advocacy, family values Summary In this conversation, Tony Bates interviews Larry Sprung, founder and lead wealth advisor at Mitlin Financial. They discuss the integration of joy into financial planning, the importance of family, and the balance between per...

In this episode of the High Performance Financial Advisor podcast, Tony Bates interviews Rick Buoncore, the Chairman and CEO of MAI Capital. Rick shares his journey in wealth management, the importance of company culture, and how he integrates acquisitions while maintaining a strong team atmosphere. He discusses the evolving role of financial advisors, the impact of his sports background on his le...

In this episode of the High Performance Financial Advisor, Tony Bates interviews Roy Furr, a respected direct response marketer, who shares insights on how financial advisors can enhance their marketing strategies to generate more leads and increase production. Roy emphasises the importance of understanding marketing as 'sales multiplied through media' and discusses various approaches to attract a...

How do you 10x a financial advisory business in 10 years and build a team that can keep outperforming in an AI-driven world? In this episode of High Performance Financial Advisor, we’re joined by Brian Vendig, President of MJP Wealth Advisors. Brian shares the strategies and habits that have propelled his career to leading a fast-growing advisory business. Brian is a Top 200 RIA recognized as one...

Managing over $100 million in client assets without making a single cold call… Sounds like a dream, right? For Mark Cecchini, Wealth Advisor & Director of Wealth Solutions at Quadrant Capital, this is the reality. And it’s the result of his focus, consistency, and knowing how to position himself in a noisy market. In this episode, Mark shares the inflection points that got him here, and the in...

You could be leaving hundreds of thousands of dollars on the table and not even know it. And you wouldn’t be alone. Many advisors are wasting valuable hours of their day on activities that don’t generate revenue. And that’s why  Stephanie Bogan joins us in this episode - to uncover the activities that separate high-performing financial advisors from the under-performers. Stephanie is a busine...

What happens when you leave a distinguished career behind to start all over again in another country? That’s exactly what Jason Walker did. After building a name for himself in UK financial advice, he moved to the US. And despite his impressive résumé, he was starting from square one. In this episode, Jason Walker, Managing Partner at Cross Border Financial Planning, shares the bold moves that hel...

How do you take a financial advisory firm to the next level without losing its culture? In this episode of High Performance Financial Advisor, we’re joined by Josh Mersberger, Managing Principal, Partner at Merit Financial Advisors. Josh and his brother bought a controlling share in their family business back in 2014, and since then, they’ve scaled it into a major player in the wealth management s...

What does it take to achieve at the highest level as a financial advisor? Let’s find out. In this first episode of High Performance Financial Advisor, we’re joined by Jason Greenfield - Managing Partner at Crescent Harbor Private Wealth. Jason spent several years with with Merrill Lynch before deciding to set up his own venture. Jason has a wealth of knowledge around what it takes to become a high...

What does it take to succeed at the highest level in the world of financial advice? Let’s find out… High Performance Financial Advisor is the podcast for people working in financial advice in the US who want to find their next million dollar producer - or become one themselves.  I’m your host, Tony Bates, and in each episode we’ll uncover the strategies and success stories that matter - from...