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High Performance Financial Advisor

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by Tony Bates

14 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

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PoorBased on show quality, social media presence, reviews, charts, and more

Quality14

Social0

YouTube68

Engagement0

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Podcast Overview

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.

Language

🇺🇲

Publishing Since

6/18/2025

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality14

Social0

YouTube68

Engagement0

Learn more

Excellent Areas

Good Performance

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excellent

Episode Length

42 minutes

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Every 13 days

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Recent Episodes

January 13, 2026

Financial Planning with Heart: Emily Rassam's Story

Keywordsclient accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognitionSummaryIn this conversation, Emily Rassam reflects on her career achievements, emphasizing the importance of client milestones over traditional accolades. She shares a personal story about helping a frugal client embrace travel, highlighting the emotional connections formed through her work. This discussion reveals a deeper understanding of success in the financial advisory field, focusing on meaningful experiences rather than just awards.TakeawaysThe most meaningful accomplishments often involve client experiences.Helping clients overcome fears can be a significant achievement.Personal growth moments are more impactful than traditional awards.Travel experiences can transform a client's perspective on spending.Emotional connections with clients are vital in financial advising.Recognition should not solely be based on awards.Career highlights can be defined by personal stories.Frugality can be a barrier to enjoying life experiences.Success can be measured in client happiness and fulfillment.Creating memorable moments is a key part of the profession.TitlesRedefining Success in Financial AdvisoryThe Power of Client Relationships"Balancing Act: Emily Rassam on Work-Life Harmony""From Big Firms to Boutique: Emily Rassam's Journey""Empathy in Finance: Emily Rassam's Unique Approach""High Performance Beyond Numbers: Insights from Emily Rassam""Financial Planning with Heart: Emily Rassam's Story" 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 - <a href="https://radiumsearch.com/" rel="noopener noreferrer" target="_blank">https://radiumsearch.com/</a>Archer Investment Management- <a href="http://www.archerim.com/" rel="noopener noreferrer" target="_blank">archerim.com </a> CONNECTTony Bates on LinkedIn - <a href="https://www.linkedin.com/in/tonybates/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/tonybates/</a> Emily Rassam on LinkedIn -<a href="https://www.linkedin.com/in/emilyjcasey" rel="noopener noreferrer" target="_blank">linkedin.com/in/emilyjcasey</a> LISTENSpotify - <a href="https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d" rel="noopener noreferrer" target="_blank">https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d</a> Apple Podcasts - <a href="https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674" rel="noopener noreferrer" target="_blank">https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674</a> YouTube - <a href="https://www.youtube.com/@RadiumSearchUS" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@RadiumSearchUS</a>

December 16, 2025

Mentorship and Success: Veronica Karas on Building a Legacy

Host Tony Bates interviews Principal Certified Financial Planner Veronica Karas on building a financial advisory legacy through mentorship and strategic client acquisition.

December 2, 2025

Josh Crawford on Leadership and Success

Host Tony Bates interviews Josh Crawford, co-CEO and head coach at Matson Money, discussing how leadership and entrepreneurial thinking drive success for financial advisors.

14 total episodes available

Recent guests on High Performance Financial Advisor

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Veronica Karas

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Josh Crawford

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Caroline Piehl

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Larry Sprung

Guest

Rick Buoncore

Guest

Roy Furr

Guest

Brian Vendig

Guest

Mark Cecchini

Guest

Stephanie Bogan

Guest

Jason Walker

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What is High Performance Financial Advisor?: 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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