ABOUT THIS PODCAST 🔗
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 million-dollar producers got to where they are today, how to grow your book sustainably, the best ways to leverage tech and AI, and much more, so that you have the tools they need to perform.
Whether you’re planning for your next stage of growth or protecting your client base, High Performance Financial Advisor is the financial advisor podcast that gives you the edge you need to stay ahead.
Subscribe to High Performance Financial Advisor now on Spotify, Apple Podcasts, YouTube or wherever you listen to podcasts.
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 million-dollar producers got to where they are today, how to grow your book sustainably, the best ways to leverage tech and AI, and much more, so that you have the tools they need to perform.
Whether you’re planning for your next stage of growth or protecting your client base, High Performance Financial Advisor is the financial advisor podcast that gives you the edge you need to stay ahead.
Subscribe to High Performance Financial Advisor now on Spotify, Apple Podcasts, YouTube or wherever you listen to podcasts.
Hosts:
Update frequency:
biweekly
Average audio length:
40 minutes
Guest interviews
English
United States
14 episodes
since June 18, 2025
episodic
LATEST EPISODE 🔗
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 achievements, emphasizing the importance of client …
SEARCH PAST EPISODES
Search past episodes of High Performance Financial Advisor.
PREVIOUS EPISODES 🔗
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 Advisor podcast, host Tony Bates interviews Veronica Karas…
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, emphasising the need for advisors to transition from t…
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 Financial Advisor podcast, Tony Bates interviews Carol…
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 wealth advisor at Mitlin Financial. They discuss …
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 acquisitions while maintaining a strong team atmosphere…
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 production.
Roy emphasises the importance of und…
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 shares the strategies and habits that have propel…
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…
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…
Disclaimer: The podcast and artwork embedded on this page are from Tony Bates, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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