High Performance Financial Advisor

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