High Performance Financial Advisor

By Tony Bates

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Episodes: 14

Description

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.

Episode Date
Financial Planning with Heart: Emily Rassam's Story
Jan 13, 2026
Mentorship and Success: Veronica Karas on Building a Legacy
Dec 16, 2025
Josh Crawford on Leadership and Success
Dec 02, 2025
"Athlete to Advisor/ Caroline Piehl's"Winning in Wealth
Nov 18, 2025
Unlocking joy in financial advising with Larry sprung
Nov 04, 2025
Building a Culture of Success
Oct 21, 2025
Unlocking High Performance Marketing For Advisors
Oct 07, 2025
The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Sep 23, 2025
How To Build A $100 Million+ Book With NO Cold Outreach
Sep 02, 2025
The $400k Hack Financial Advisors Are Missing with Stephanie Bogan
Aug 19, 2025
The Reality of Setting Up A Successful Firm In The US with Jason Walker
Aug 05, 2025
How They QUADRUPLED Their Referrals and Got Acquired! with Josh Mersberger
Jul 22, 2025
The Secrets Of A High Performing Financial Advisor with Jason Greenfield
Jul 08, 2025
High Performance Financial Advisor [Trailer] - The financial advisor podcast for those who want to succeed
Jun 18, 2025