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.
Financial Planning with Heart: Emily Rassam's Story
Keywords
client accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognition
Summary
In 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.
Takeaways
The 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.
Titles
Redefining Success in Financial Advisory
The 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 MORE
Radium Search - https://radiumsearch.com/ (https://radiumsearch.com/)
Archer Investment Management- archerim.com (http://www.archerim.com/)
CONNECT
Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ (https://www.linkedin.com/in/tonybates/)
Emily Rassam on LinkedIn -linkedin.com/in/emilyjcasey (https://www.linkedin.com/in/emilyjcasey)
LISTEN
Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d (https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d)
Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674 (https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674)
YouTube - https://www.youtube.com/@RadiumSearchUS (https://www.youtube.com/@RadiumSearchUS)
16 Dec 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.
2 Dec 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.
18 Nov 2025
"Athlete to Advisor/ Caroline Piehl's"Winning in Wealth
Host Tony Bates interviews CFP Caroline Piehl, exploring her transition from NCAA champion swimmer to financial advisor and her mission to empower athletes with financial literacy.
4 Nov 2025
Unlocking joy in financial advising with Larry sprung
Host Tony Bates interviews Larry Sprung, founder of Mitlin Financial, about integrating joy into financial advising, balancing family, and leveraging technology for high performance.
21 Oct 2025
Building a Culture of Success
Host Tony Bates interviews Rick Buoncore, Chairman and CEO of MAI Capital, about building a successful company culture and integrating acquisitions for sustained growth.
7 Oct 2025
Unlocking High Performance Marketing For Advisors
Host Tony Bates interviews direct response marketer Roy Furr, who reveals how financial advisors can amplify their marketing for increased client acquisition and production.
23 Sept 2025
The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Host Tony Bates interviews Brian Vendig, President of MJP Wealth Advisors, about the habits and strategies that led to his firm's 10x growth and high performance.
2 Sept 2025
How To Build A $100 Million+ Book With NO Cold Outreach
Wealth Advisor Mark Cecchini shares with host Tony Bates how he built a $100 million+ book of business without cold outreach, revealing his personal branding and social media strategies.
19 Aug 2025
The $400k Hack Financial Advisors Are Missing with Stephanie Bogan
Business coach Stephanie Bogan interviews host Tony Bates, revealing how financial advisors can unlock $400k in revenue by identifying and eliminating time-wasting activities.
5 Aug 2025
The Reality of Setting Up A Successful Firm In The US with Jason Walker
Host Tony Bates interviews Jason Walker, Managing Partner at Cross Border Financial Planning, about building a successful US financial advisory firm from scratch by niching and establishing trust.
22 Jul 2025
How They QUADRUPLED Their Referrals and Got Acquired! with Josh Mersberger
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 MORE
Radium Search - https://radiumsearch.com/ (https://radiumsearch.com/)
Merit Financial Advisors - https://www.meritfinancialadvisors.com/for-advisors/ (https://www.meritfinancialadvisors.com/for-advisors/)
CONNECT
Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ (https://www.linkedin.com/in/tonybates/)
Josh Mersberger on LinkedIn - https://www.linkedin.com/in/josh-mersberger/ (https://www.linkedin.com/in/josh-mersberger/)
LISTEN
Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d (https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d)
Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674 (https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674)
YouTube - https://www.youtube.com/@RadiumSearchUS (https://www.youtube.com/@RadiumSearchUS)
8 Jul 2025
The Secrets Of A High Performing Financial Advisor with Jason Greenfield
Jason Greenfield, Managing Partner at Crescent Harbor Private Wealth, shares insights on achieving high performance as a financial advisor and key considerations before launching your own firm in this interview with Tony Bates.
18 Jun 2025
High Performance Financial Advisor [Trailer] - The financial advisor podcast for those who want to succeed
Host Tony Bates introduces High Performance Financial Advisor, a podcast exploring strategies and success stories for financial advisors aiming to achieve top-level performance and sustainable growth.
Who has been a guest on High Performance Financial Advisor
Names identified in recent episode analyses. Showing up to five guests.
Veronica Karas
Josh Crawford
Caroline Piehl
Larry Sprung
Rick Buoncore
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
4,405
Score snapshot 15 Sept 2025
Podcast Authority Score: 20 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
14
Social presence
0
YouTube
68
Engagement
0
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