
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 | a year ago |
|---|---|---|---|---|---|
| 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
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
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
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
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
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #106 |









Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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.
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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Rephonic provides comprehensive predictive audience data for High Performance Financial Advisor, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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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.
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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.