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High Performance Financial Advisor

Tony Bates
Financial Planning
Financial Literacy
Emotional Intelligence
Financial Advisory
Caroline Peel
Financial Advising
Win Your Wealth
Mentorship
Wealth Management
Leadership
Timewise Financial
Nike
North Face
Female Athletes
AI In Finance
Client Acquisition
Client Engagement
Business Growth
Joy
NCAA Swimming

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 monthlyEpisodes14Foundeda year ago
Categories
CareersBusiness

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Artwork for High Performance Financial Advisor

Latest Episodes

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... more

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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 Adviso... more

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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, 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

Summary

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

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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 we... more

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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 acquis... more

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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 ... more

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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... more

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Key Facts

Accepts Guests
Contact Information
Podcast Host

Recent Guests

Emily Rassam
Leader in wealth management recognized for high-touch client service and pro bono work
Archer Investment Management
Episode: Financial Planning with Heart: Emily Rassam's Story
Veronica Karas
Principal certified financial planner at CapTrust, passionate about empowering women and families.
CapTrust
Episode: Mentorship and Success: Veronica Karas on Building a Legacy
Josh Crawford
Co-CEO and head coach at Matson Money, focused on translating the science and academics of investing and leadership.
Matson Money
Episode: Josh Crawford on Leadership and Success
Caroline Peel
Certified financial planner and partner at TimeWise Financial, former NCAA champion swimmer.
TimeWise Financial
Episode: "Athlete to Advisor/ Caroline Piehl's"Winning in Wealth
Rick Buoncore
Chairman and CEO of MAI Capital, known for leading the firm to manage over $31 billion in assets and for implementing a strong company culture.
MAI Capital
Episode: Building a Culture of Success
Roy Furr
Highly respected direct response marketer, author, and consultant
Episode: Unlocking High Performance Marketing For Advisors
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

Host

Tony Bates
Host who leads discussions with industry experts about success strategies and performance metrics in financial advisory.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#106
France/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

"Athlete to Advisor/ Caroline Piehl's"Winning in Wealth
Q: What do you think the industry needs to do better to get more females, more diversity?
There needs to be greater visibility at the collegiate level for financial advising as a career path.
"Athlete to Advisor/ Caroline Piehl's"Winning in Wealth
Q: How did you keep motivated and keep... at Nike?
Finding the right fit with a leader who believes in your potential is key to staying motivated during the transition.
"Athlete to Advisor/ Caroline Piehl's"Winning in Wealth
Q: What are your non-negotiables as an Advisor that is your training?
The backbone of what's important is the structure of your process and your procedures, as well as adapting and evolving with technology.
Josh Crawford on Leadership and Success
Q: What would your advice be for someone trying to make that transition into a leadership role?
It starts with a complete shift in mindset, from thinking like a traditional financial planner to thinking like an entrepreneur.
Building a Culture of Success
Q: What traits does an advisor or leader need to be successful in the current and future world?
Advisors must possess a service mentality, broad skills, and prioritization of client relationships.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About High Performance Financial Advisor

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

Content is centered around financial advisory and personal success strategies tailored for professionals in the financial industry. Episodes feature accomplished guests sharing their journeys and insights on various aspects of financial planning, mentorship, leadership, and the integration of technology and AI into financial practices. There's a strong emphasis on personal connections, emotional intelligence, and building sustainable client relationships, which are considered essential for thriving in a competitive environment. Unique discussions often highlight the balance of analytical skills and empathy that modern financial advisors must possess to effectively serve diverse clients and enhance their firms' performance.

Where can I find podcast stats for High Performance Financial Advisor?

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.

How many listeners does High Performance Financial Advisor get?

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What are the audience demographics for High Performance Financial Advisor?

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How many subscribers and views does High Performance Financial Advisor have?

To see how many followers or subscribers High Performance Financial Advisor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of High Performance Financial Advisor are there?

High Performance Financial Advisor launched a year 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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

Rephonic pulls ratings and reviews for High Performance Financial Advisor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts 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. Emily Rassam
2. Veronica Karas
3. Josh Crawford
4. Caroline Peel
5. Rick Buoncore
6. Roy Furr
7. Brian Vendig
8. Stephanie Bogan

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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