High Performance Financial Advisor

Mark Cecchini, Wealth Advisor and Director at Quadrant Capital, reveals his secret to managing over $100 million in assets without cold outreach. He shares how personal branding and social media strategies can boost your practice. Mark discusses the shift towards human-centric relationships in finance and the importance of authenticity. He highlights the power of LinkedIn and X for building connections and attracting younger clients. Plus, he dives into the role of AI in financial advisory and the essential KPIs for success in 2025.

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 activities that separate high-performing financial advisors from the under-performers.Stephanie is a business coach to top-performing advisors, leaders and founders. She started her first business at 24 and sold it at 36 after scaling it to 8 figures, and now helps others build wildly successful (and fulfilling) firms.This is about performance, yes, but it’s also about building a business that doesn’t burn you out more as it grows. Stephanie brings an electric, motivating energy as she provides an essential playbook for financial advisors that want to take their business to the next level.Covered in this episode:What successful financial advisors are doing that unsuccessful ones aren’t.Where you're likely wasting 30-50% of your time that is costing you money.How to generate an extra $400k in revenue without adding more stress.Why “no”s can be more valuable than “yes”’.Understanding your real revenue-generating activities.The specific numbers every advisor needs to know to grow.A powerful shift to help you scale without burning out.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 MORERadium Search - https://radiumsearch.com/Limitless Advisor Coaching - https://limitlessfa.life/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Stephanie Bogan on LinkedIn - https://www.linkedin.com/in/sbogan/ LISTENSpotify - 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

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 MORERadium Search - https://radiumsearch.com/Cross Border Financial Planning - https://cbfpusa.com/ Finteract - https://hub.finteract.net/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Jason Walker on LinkedIn - https://www.linkedin.com/in/jasonwalker23/ LISTENSpotify - 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

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 business back in 2014, and since then, they’ve scaled it into a major player in the wealth management space, competing with the biggest firms in the industry.Josh shares how they levelled up the business across people, technology, and marketing, and what led them to complete a merger with Merit.He also breaks down what it really means to be a high-performing financial advisor today, what young advisors need to focus on to get hired, and how AI is reshaping the industry.If you’re a financial advisor looking to grow your business, this episode is packed with actionable insights.Covered in this episode:The growth journey from a family firm to a $20 billion RIA.How to get your financial advisor business acquired.What skills and traits young financial advisors are being hired for right now?What will AI replace in the financial advisory industry?The free giveaway strategy that boosted referrals from 1-2 a month to 5-6 a week.Staying motivated through the ups and downs of financial advising.How to create a culture that drives performance.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 MORERadium Search - https://radiumsearch.com/Merit Financial Advisors - https://www.meritfinancialadvisors.com/for-advisors/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Josh Mersberger on LinkedIn - https://www.linkedin.com/in/josh-mersberger/ LISTENSpotify - 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

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 deciding to set up his own venture.Jason has a wealth of knowledge around what it takes to become a high performing financial advisor and what every advisor needs to know before setting up their own organization.If you work in financial advice and want to take your performance to the next level, you need to listen to this episode.Covered in this episode:What high performance means for a financial advisor.The key traits that the high performers have.The two key things you need to know before setting up your own venture as a financial advisor.How to create a culture of high performance in your organization.Strategies for dealing with the low points and low motivation.How to coach high performance in your team members.Will AI take financial advisor jobs?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 MORERadium Search - https://radiumsearch.com/Crescent Harbor - https://crescentharborprivatewealth.com/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Jason Greenfield on LinkedIn - https://www.linkedin.com/in/jason-greenfield-23867a12a/ LISTENSpotify - 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 

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.LEARN MORERadium Search - https://radiumsearch.com/CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ LISTENSpotify - 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