High Performance Financial Advisor

SummaryIn 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 traditional models to entrepreneurial approaches. Josh shares insights on managing both portfolios and people, the significance of discipline in investing, and the evolving role of leadership in financial services.Keywordsfinancial advisor, leadership, coaching, investing, entrepreneurial, discipline, portfolio management, financial services, personal development, business growthTakeawaysManaging the person is as important as managing the portfolio.Successful investing requires discipline over a lifetime.Leadership is about bringing people up with you.Coaching involves understanding individual motivations and needs.Financial advisors should think like entrepreneurs.Building a community is key to scaling a financial advisory business.Courage is a differentiator for high-performing advisors.Leadership creates an environment for people to thrive.The future of leadership involves managing both people and technology.Empowering individuals to be responsible for their environment is crucial.Be sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.LEARN MORERadium Search - https://radiumsearch.com/Matson Money -http://www.matsonmoney.comCONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Josh Crawford on LinkedIn - https://www.linkedin.com/in/joshcrawford2030LISTENSpotify - 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 

SHOW NOTES  financial advisor, athlete transition, mindset, financial literacy, diversity in finance, financial planning, sports education, career change, high performance, wealth managementSummaryIn this episode of the High Performance Financial Advisor podcast, Tony Bates interviews Caroline Piehl , a certified financial planner and former NCAA champion swimmer. Caroline shares her unique journey from elite athletics to financial advising, emphasising the transferable skills and mindsets that high performers possess. She discusses the importance of consistency, risk-taking, and embracing challenges in both sports and business. Caroline also highlights her mission to educate young athletes about financial literacy and the need for greater diversity in the financial services industry. The conversation concludes with Caroline's vision for her firm, Win Your Wealth, and her commitment to providing meaningful financial education and support to athletes.TakeawaysCaroline Piehl transitioned from being a four-time NCAA champion swimmer to a financial advisor.The skills learned as an athlete are directly applicable to business success.Embracing challenges and hard work is crucial for high performers.Consistency in habits leads to long-term success in finance and sports.Financial advisors must focus on process and structure for growth.Education is vital for young athletes to manage their finances effectively.Diversity in the financial services industry is essential for its future.Caroline emphasises the importance of mentorship and leadership in career transitions.Simplifying complex financial concepts can enhance client understanding.Caroline's mission is to merge sports and finance to educate athletes.Chapters00:00 From Athlete to Financial Advisor12:17 Mindset and Habits of High Performers21:28 Navigating Career Transitions22:58 The Nike Experience25:12 Bridging Sports and Finance30:04 Empowering Athletes with Financial Literacy34:08 The Need for Financial Education in Sports37:19 Diversity and Inclusion in Financial Advisory41:35 Vision for the Future: Impact Over Growth48:23 Cultivating Grit in Financial AdvisorsBe sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.LEARN MORERadium Search - https://radiumsearch.com/TimeWise Financial -timewisefinancialllc.com CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Caroline Piehl on LinkedIn -linkedin.com/in/carolinepiehlLISTENSpotify - 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 

Keywords financial planning, joy, entrepreneurship, high performance, company culture, technology, AI, financial advisory, mental health advocacy, family valuesSummaryIn this conversation, Tony Bates interviews Larry Sprung, founder and lead wealth advisor at Mitlin Financial. They discuss the integration of joy into financial planning, the importance of family, and the balance between personal and professional life. Larry shares insights on high performance in the financial advisory industry, the significance of company culture, and the challenges faced by advisors today. He emphasizes the role of technology and AI in enhancing financial services and outlines his vision for the future of Mitlin Financial, focusing on joy and growth.TakeawaysFamily has always been of utmost importance to me.The question 'What did you do today that brought you joy?' changed everything.Being a financial advisor is rewarding, but it's not just about the money.You have to be intentional about what you want to do and know your why.High performance can be subjective and varies from person to person.Maintaining company culture is crucial as the business grows.It's important to find a firm that aligns with your values and goals.Social media is a powerful tool for building reputation and connections.You have to put yourself out there to succeed in today's market.Chapters00:00 Introduction to Joy in Financial Planning02:51 The Importance of Family and Joy05:45 Balancing Business and Family Life09:00 Defining High Performance in Financial Advisory12:05 Building a Strong Company Culture14:59 Advice for Young Entrepreneurs17:48 The Role of Technology in Financial Advisory20:51 The Impact of Social Media on Business Growth24:12 Challenges in the Financial Advisory Industry27:01 Utilizing AI for Enhanced Efficiency29:58 Future Vision for Mitlin FinancialBe sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.LEARN MORERadium Search - https://radiumsearch.com/Mitlin Financial - http://www.mitlinfinancial.comCONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Larry Sprung on LinkedIn -linkedin.com/in/lawrencesprungLISTENSpotify - 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 

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. He discusses the evolving role of financial advisors, the impact of his sports background on his leadership style, and the lessons learned throughout his career. Rick emphasizes the importance of adapting to change and the commitment to serving clients for the long term.Covered in this episode:Rick Buoncore emphasizes the importance of passion in work.Company culture is crucial for success and client satisfaction.Integrating acquisitions requires a disciplined approach.Advisors must adapt to changes in the financial landscape.Mistakes should be viewed as learning opportunities.The future of financial advising involves a broader service mentality.Rick's sports background has shaped his leadership style.Building a strong team atmosphere is essential for growth.Client relationships are at the core of wealth management.Long-term vision is key to sustainable success.Chapters00:00 Introduction to Rick Buoncore and MAI Capital02:46 Rick's Journey and Passion for Wealth Management06:20 Building a Strong Company Culture14:43 Integrating Acquisitions and Cultural Fit22:20 Strategizing for Future Growth25:17 Client Transparency and Wealth Management Solutions26:00 Innovative Healthcare Solutions for Clients28:33 Holistic Approach to Wealth and Wellness29:47 The Evolving Role of Financial Advisors33:02 Growth Strategies in a Changing Market37:01 Leadership Lessons from Sports Background40:02 Learning from Mistakes in Business42:05 Vision for the Future of the Firm45:33 Recommended Readings for Financial AdvisorsBe sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.LEARN MORERadium Search - https://radiumsearch.com/MJP Wealth Advisors - https://www.mjpwealthadvisors.com/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Rick Buoncore on LinkedIn - linkedin.com/in/richardbuoncoreLISTENSpotify - 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 

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 understanding marketing as 'sales multiplied through media' and discusses various approaches to attract and convert clients effectively. He also highlights the significance of mindset in marketing, the role of education in selling, and the necessity of a structured sales process to turn leads into long-term clients.Covered in this episode:Marketing is sales multiplied through media.High performance marketers invest significantly in advertising.Understanding ROI is crucial for effective marketing.Attributing leads to specific marketing efforts can be challenging.Standing out in a noisy market requires targeted messaging.Education and selling can coexist in marketing strategies.A structured sales process is essential for converting leads.Mindset shifts are necessary for effective marketing.Providing solutions rather than just selling is key.The right marketing attracts the right clients.Be sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.LEARN MORERadium Search - https://radiumsearch.com/MJP Wealth Advisors - https://www.mjpwealthadvisors.com/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Roy Furr on LinkedIn - linkedin.com/in/royfurrLISTENSpotify - 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 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 propelled his career to leading a fast-growing advisory business.Brian is a Top 200 RIA recognized as one to watch, he holds 25 years experience across finance, venture capital and accounting and grew his firm by 10x in as many years, to name but a few of his achievements.There’s a wealth of valuable insight in this episode for any financial advisor who wants to perform at the top levels - and stay there.Covered in this episode:How Brian 10x’d his firm in just 10 years.Creating a culture that drives high performance among advisors.Habits and traits of top-performing financial advisors.Differences between large and small firms, and how Brian took the benefits of both into his firm.Why people think of financial advice as a sales job - and why they’re wrong.How to stay ahead of AI advisors.What firms are looking for in financial advisors today.The questions advisors need to answer to truly meet client needs.And 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/MJP Wealth Advisors - https://www.mjpwealthadvisors.com/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Brian Vendig on LinkedIn - https://www.linkedin.com/in/brianvendig/ 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 

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