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High Performance Financial Advisor

Tony Bates
Financial Advisory
Mentorship
AI In Finance
Wealth Management
Client Engagement
Business Growth
Financial Advising
Emotional Intelligence
Client Relationships
Leadership
Crescent Harbor Private Wealth
Cross Border Financial Planning
Financial Advisors
Merrill Lynch
Generational Wealth Transfer
AI In Financial Advisory
Networking In Financial Services
Client Relationship Management
Tech Adoption
Workforce Management

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 mi... more

PublishesTwice monthlyEpisodes14Founded7 months ago
Number of ListenersCategories
CareersBusiness

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Artwork for High Performance Financial Advisor

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client accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognition

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In this conversation, Emily Rassam reflects on her career... more

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financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance

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In this episode of the High Performance Financial Adviso... more

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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, emph... more

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SHOW NOTES

financial advisor, athlete transition, mindset, financial literacy, diversity in finance, financial planning, sports education, career change, high performance, wealth management

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In this episode of the High Performance Financi... more

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Recent Guests

Brian Vendig
President of MJP Wealth Advisors with extensive experience in finance and wealth management
MJP Wealth Advisors
Episode: The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Stephanie Bogan
Business consultant with a focus on financial advisory performance and personal development
Limitless Financial Advisors
Episode: The $400k Hack Financial Advisors Are Missing with Stephanie Bogan
Josh Mersberger
Managing Principal at Merit Financial Advisors
Merit Financial Advisors
Episode: How They QUADRUPLED Their Referrals and Got Acquired! with Josh Mersberger
Jason Greenfield
Managing partner at Crescent Harbor Private Wealth
Crescent Harbor Private Wealth
Episode: The Secrets Of A High Performing Financial Advisor with Jason Greenfield

Host

Tony Bates
Host of a podcast focused on strategies and success stories in the financial advisory industry, drawing on insights from high-performing financial advisors and emphasizing practical tools for professional growth.

Chart Rankings

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Apple Podcasts
#59
Ireland/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Q: How do you maintain high performance personally as an advisor?
By structuring my day effectively and fostering a collaborative team environment.
The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Q: What was your big goal when you set out to be an advisor?
Building brand awareness and ensuring that clients across the country recognize our services.
The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Q: What are the habits or the things that you think are really important to be a high performer in this industry?
Setting structure around your day and being intellectually curious are critical.
The Secrets Of A High Performing Financial Advisor with Jason Greenfield
Q: What would you advise financial advisors to focus on given the industry's current state?
Focus on building relationships with clients and understanding the importance of generational wealth transfer and succession planning.
The Secrets Of A High Performing Financial Advisor with Jason Greenfield
Q: What does high performance mean to you?
High performance means consistently striving for goals, learning from failures, and adapting to ensure client success.

Audience Metrics

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Frequently Asked Questions About High Performance Financial Advisor

What is High Performance Financial Advisor about and what kind of topics does it cover?

Content focuses on providing insights and strategies tailored for professionals in the financial advisory sector who aspire to enhance their performance and achieve significant growth. The discussions center around the journeys of successful financial advisors, delving into topics such as client engagement, productivity, emotional intelligence, and the impact of technology and artificial intelligence on the industry. With an emphasis on mentorship and continuous improvement, the material is highly relevant for advisors seeking to transform their practices or navigate the complexities of client relationships and market demands.

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Rephonic provides a wide range of podcast stats for High Performance Financial Advisor. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to High Performance Financial Advisor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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Which podcasts are similar to High Performance Financial Advisor?

These podcasts share a similar audience with High Performance Financial Advisor:

1. The Advisor Journey

How many episodes of High Performance Financial Advisor are there?

High Performance Financial Advisor launched 7 months ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact High Performance Financial Advisor?

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Where can I see ratings and reviews for High Performance Financial Advisor?

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What guests have appeared on High Performance Financial Advisor?

Recent guests on High Performance Financial Advisor include:

1. Brian Vendig
2. Stephanie Bogan
3. Josh Mersberger
4. Jason Greenfield

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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