
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
| Publishes | Twice monthly | Episodes | 14 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusiness | |||

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
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
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
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
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #59 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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.
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Recent guests on High Performance Financial Advisor include:
1. Brian Vendig
2. Stephanie Bogan
3. Josh Mersberger
4. Jason Greenfield
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