High Performance Financial Advisor – Détails, épisodes et analyse

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High Performance Financial Advisor

Tony Bates

Business & Entrepreneuriat

Fréquence : 1 épisode/16j. Total Éps: 14

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 how million-dollar producers got to where they are today, how to grow your book sustainably, the best ways to leverage tech and AI, and much more, so that you have the tools they need to perform. Whether you’re planning for your next stage of growth or protecting your client base, High Performance Financial Advisor is the financial advisor podcast that gives you the edge you need to stay ahead. Subscribe to High Performance Financial Advisor now on Spotify, Apple Podcasts, YouTube or wherever you listen to podcasts.

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Apple Podcasts

🇫🇷 France - careers
07/08/2026
#73
🇬🇧 Grande Bretagne - careers
11/07/2026
#69
🇺🇸 États-Unis - careers
06/09/2025
#90
🇺🇸 États-Unis - careers
05/09/2025
#63
🇨🇦 Canada - careers
04/09/2025
#49
🇺🇸 États-Unis - careers
04/09/2025
#49
🇨🇦 Canada - careers
03/09/2025
#60
🇬🇧 Grande Bretagne - careers
07/08/2025
#74
🇬🇧 Grande Bretagne - careers
02/08/2025
#100
🇬🇧 Grande Bretagne - careers
13/07/2025
#77

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://radiumsearch.com/
28 partages
https://www.mjpwealthadvisors.com/
6 partages
https://crescentharborprivatewealth.com/
2 partages

https://www.linkedin.com/in/tonybates/
28 partages
https://www.linkedin.com/in/jason-greenfield-23867a12a/
2 partages

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Correct

Score global : 73%

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Liste des épisodes récents, avec titres, durées et descriptions.

High Performance Financial Advisor [Trailer] - The financial advisor podcast for those who want to succeed

mercredi 18 juin 2025 • Durée 01:06

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 how million-dollar producers got to where they are today, how to grow your book sustainably, the best ways to leverage tech and AI, and much more, so that you have the tools they need to perform.

Whether you’re planning for your next stage of growth or protecting your client base, High Performance Financial Advisor is the financial advisor podcast that gives you the edge you need to stay ahead.

Subscribe to High Performance Financial Advisor now on Spotify, Apple Podcasts, YouTube or wherever you listen to podcasts.

LEARN MORE

Radium Search - https://radiumsearch.com/

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/

LISTEN

Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d

Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674

YouTube - https://www.youtube.com/@RadiumSearchUS

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The Secrets Of A High Performing Financial Advisor with Jason Greenfield

Épisode 1

mardi 8 juillet 2025 • Durée 44:00

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 performing financial advisor and what every advisor needs to know before setting up their own organization.

If you work in financial advice and want to take your performance to the next level, you need to listen to this episode.

Covered in this episode:

What high performance means for a financial advisor.
The key traits that the high performers have.
The two key things you need to know before setting up your own venture as a financial advisor.
How to create a culture of high performance in your organization.
Strategies for dealing with the low points and low motivation.
How to coach high performance in your team members.
Will AI take financial advisor jobs?
And much more…

Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

Crescent Harbor - https://crescentharborprivatewealth.com/

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/

Jason Greenfield on LinkedIn -

How They QUADRUPLED Their Referrals and Got Acquired! with Josh Mersberger

Épisode 2

mardi 22 juillet 2025 • Durée 47:28

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 space, competing with the biggest firms in the industry.

Josh shares how they levelled up the business across people, technology, and marketing, and what led them to complete a merger with Merit.

He also breaks down what it really means to be a high-performing financial advisor today, what young advisors need to focus on to get hired, and how AI is reshaping the industry.

If you’re a financial advisor looking to grow your business, this episode is packed with actionable insights.

Covered in this episode:

The growth journey from a family firm to a $20 billion RIA.
How to get your financial advisor business acquired.
What skills and traits young financial advisors are being hired for right now?
What will AI replace in the financial advisory industry?
The free giveaway strategy that boosted referrals from 1-2 a month to 5-6 a week.
Staying motivated through the ups and downs of financial advising.
How to create a culture that drives performance.
And much more…

Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

Merit Financial Advisors - https://www.meritfinancialadvisors.com/for-advisors/

The Reality of Setting Up A Successful Firm In The US with Jason Walker

Épisode 3

mardi 5 août 2025 • Durée 38:58

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 helped him build a thriving practice in the US.

We explore how niching gave him a competitive edge, what high-performing advisors do differently, and what it takes to build trust in a whole new market.

Whether you're thinking about relocating, niching down, or just want to level up your performance, there’s plenty for financial advisors to take from this episode.

Covered in this episode:

What to do first when starting your own financial advisory firm in the US.
Why Jason Walker left a promising career in UK financial advice to start again in the US.
The power of niching down as an advisor and niche ideas you can consider.
The habits of a high-performing financial advisor.
How financial advice differs between the UK and US.
Common pitfalls for cross-border advisors to avoid.
How Jason built his book and reputation from zero.
The tools and tech stack that support success for financial advisors.
And much more…

Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

Cross Border Financial Planning - https://cbfpusa.com/

How To Build A $100 Million+ Book With NO Cold Outreach

Épisode 5

mardi 2 septembre 2025 • Durée 35:15

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 ins and outs of his personal branding and social media strategy that allowed him to grow his book with no cold outreach.

If you’re a financial advisor looking to grow, or you run a firm and would love to attract more business without endless outreach, this conversation is essential listening.

Covered in this episode:

How Mark Cecchini built a $100m+ advisory practice with zero cold outreach.
How referrals, LinkedIn, and X can outperform traditional prospecting.
Establishing a niche as a financial advisor: how deep should you go?
Is AI coming for financial advisor jobs?
The top three habits of a high performer.
Making your personality an asset in an AI world.
Which KPIs financial advisors should be tracking in 2025.
How to leverage social media content to attract new business in the ChatGPT era.
And more…

Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

Quadrant Captital - https://quadcapco.com/

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/

The $400k Hack Financial Advisors Are Missing with Stephanie Bogan

Épisode 4

mardi 19 août 2025 • Durée 44:32

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 business coach to top-performing advisors, leaders and founders. She started her first business at 24 and sold it at 36 after scaling it to 8 figures, and now helps others build wildly successful (and fulfilling) firms.

This is about performance, yes, but it’s also about building a business that doesn’t burn you out more as it grows.

Stephanie brings an electric, motivating energy as she provides an essential playbook for financial advisors that want to take their business to the next level.

Covered in this episode:

What successful financial advisors are doing that unsuccessful ones aren’t.
Where you're likely wasting 30-50% of your time that is costing you money.
How to generate an extra $400k in revenue without adding more stress.
Why “no”s can be more valuable than “yes”’.
Understanding your real revenue-generating activities.
The specific numbers every advisor needs to know to grow.
A powerful shift to help you scale without burning out.
And much more…

Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

Limitless Advisor Coaching - https://limitlessfa.life/

Financial Planning with Heart: Emily Rassam's Story

Épisode 13

mardi 13 janvier 2026 • Durée 34:20

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 embrace travel, highlighting the emotional connections formed through her work. This discussion reveals a deeper understanding of success in the financial advisory field, focusing on meaningful experiences rather than just awards.

Takeaways

The most meaningful accomplishments often involve client experiences.

Helping clients overcome fears can be a significant achievement.

Personal growth moments are more impactful than traditional awards.

Travel experiences can transform a client's perspective on spending.

Emotional connections with clients are vital in financial advising.

Recognition should not solely be based on awards.

Career highlights can be defined by personal stories.

Frugality can be a barrier to enjoying life experiences.

Success can be measured in client happiness and fulfillment.

Creating memorable moments is a key part of the profession.

Titles

Redefining Success in Financial Advisory

The Power of Client Relationships

"Balancing Act: Emily Rassam on Work-Life Harmony"

"From Big Firms to Boutique: Emily Rassam's Journey"

"Empathy in Finance: Emily Rassam's Unique Approach"

Mentorship and Success: Veronica Karas on Building a Legacy

Épisode 12

mardi 16 décembre 2025 • Durée 39:38

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 youngest partner in a male-dominated industry, the challenges she faced as a woman in finance, and her strategies for building a successful client base. She emphasises the importance of self-promotion, networking, and mentorship, while also discussing the balance between her career and motherhood. Veronica's story is one of resilience, hard work, and a commitment to empowering others in the financial industry.

Takeaways

Veronica became a partner at age 33, the youngest ever.

Only 15% of financial advisors are women, highlighting industry challenges.

Self-promotion is crucial for success in finance.

Building a client base requires creativity and persistence.

Networking can lead to unexpected opportunities.

The pandemic shifted client acquisition strategies to virtual platforms.

Veronica brought in over $700 million in assets in five years.

Setbacks are part of the journey; resilience is key.

Mentoring younger advisors is a priority for Veronica now.

Balancing work and motherhood requires support and flexibility.

Be sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search -

Josh Crawford on Leadership and Success

Épisode 11

mardi 2 décembre 2025 • Durée 38:50

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 people, the significance of discipline in investing, and the evolving role of leadership in financial services.

Keywords

financial advisor, leadership, coaching, investing, entrepreneurial, discipline, portfolio management, financial services, personal development, business growth

Takeaways

Managing the person is as important as managing the portfolio.

Successful investing requires discipline over a lifetime.

Leadership is about bringing people up with you.

Coaching involves understanding individual motivations and needs.

Financial advisors should think like entrepreneurs.

Building a community is key to scaling a financial advisory business.

Courage is a differentiator for high-performing advisors.

Leadership creates an environment for people to thrive.

The future of leadership involves managing both people and technology.

Empowering individuals to be responsible for their environment is crucial.

Be sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

"Athlete to Advisor/ Caroline Piehl's"Winning in Wealth

Épisode 10

mardi 18 novembre 2025 • Durée 51:41

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 unique journey from elite athletics to financial advising, emphasising the transferable skills and mindsets that high performers possess. She discusses the importance of consistency, risk-taking, and embracing challenges in both sports and business. Caroline also highlights her mission to educate young athletes about financial literacy and the need for greater diversity in the financial services industry. The conversation concludes with Caroline's vision for her firm, Win Your Wealth, and her commitment to providing meaningful financial education and support to athletes.

Takeaways

Caroline Piehl transitioned from being a four-time NCAA champion swimmer to a financial advisor.

The skills learned as an athlete are directly applicable to business success.

Embracing challenges and hard work is crucial for high performers.

Consistency in habits leads to long-term success in finance and sports.

Financial advisors must focus on process and structure for growth.

Education is vital for young athletes to manage their finances effectively.

Diversity in the financial services industry is essential for its future.

Caroline emphasises the importance of mentorship and leadership in career transitions.

Simplifying complex financial concepts can enhance client understanding.

Caroline's mission is to merge sports and finance to educate athletes.

Chapters

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High Performance Financial Advisor – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other14

LinkedIn15

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

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Podcasts Similaires Basées sur le Contenu

Other14

LinkedIn15

Spotify1