High Performance Financial Advisor The Reality of Setting Up A Successful Firm In The US with Jason Walker
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 episode, Jason Walker, Managing Partner at Cross Border Financial Planning, shares the bold moves that helped him build a thriving practice in the US.
We explore how niching gave him a competitive edge, what high-performing advisors do differently, and what it takes to build trust in a whole new market.
Whether you're thinking about relocating, niching down, or just want to level up your performance, there’s plenty for financial advisors to take from this episode.
Covered in this episode:
- What to do first when starting your own financial advisory firm in the US.
- Why Jason Walker left a promising career in UK financial advice to start again in the US.
- The power of niching down as an advisor and niche ideas you can consider.
- The habits of a high-performing financial advisor.
- How financial advice differs between the UK and US.
- Common pitfalls for cross-border advisors to avoid.
- How Jason built his book and reputation from zero.
- The tools and tech stack that support success for financial advisors.
- And much more…
Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.
LEARN MORE
Radium Search - https://radiumsearch.com/
Cross Border Financial Planning - https://cbfpusa.com/
Finteract - https://hub.finteract.net/
CONNECT
Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/
Jason Walker on LinkedIn - https://www.linkedin.com/in/jasonwalker23/
LISTEN
Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d
Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674
YouTube - https://www.youtube.com/@RadiumSearchUS