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WEITERE EPISODEN IN DIESEM PODCAST

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 bu…
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 activit…
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 himsel…
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 deci…
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 episo…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Tony Bates, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.