High Performance Financial Advisor – Details, episodes & analysis

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

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 - https://www.linkedin.com/in/jason-greenfield-23867a12a/ 

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 

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/ 

CONNECT

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

Josh Mersberger on LinkedIn - https://www.linkedin.com/in/josh-mersberger/ 

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

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/ 

Finteract - https://hub.finteract.net/ 

CONNECT

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

Jason Walker on LinkedIn - https://www.linkedin.com/in/jasonwalker23/ 

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

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/ 

Mark Cecchini on LinkedIn - https://www.linkedin.com/in/markcecchini/ 

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 

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/ 

CONNECT

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

Stephanie Bogan on LinkedIn - https://www.linkedin.com/in/sbogan/ 

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