Jan 13, 202634 min
Keywords client accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognition Summary In this conversation, Emily...
business
High Performance Financial Advisor
Hosted by Tony Bates · business · EN
About this Podcast:
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.
Pitch Analysis
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Contact path
Public web form
Booking probability
17%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about High Performance Financial Advisor
What is High Performance Financial Advisor about?
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.
Who hosts High Performance Financial Advisor?
High Performance Financial Advisor is hosted by Tony Bates. The show has published 14 episodes to date.
What has High Performance Financial Advisor covered recently?
Recent episodes include "Financial Planning with Heart: Emily Rassam's Story" (13 January 2026, 34 minutes), "Mentorship and Success: Veronica Karas on Building a Legacy" (16 December 2025, 40 minutes), and "Josh Crawford on Leadership and Success" (2 December 2025, 39 minutes).
How often does High Performance Financial Advisor publish?
High Performance Financial Advisor publishes roughly every two weeks, with episodes averaging 40 minutes across 14 episodes.
How hard is it to get booked on High Performance Financial Advisor?
Booking probability for High Performance Financial Advisor is 17%, and the host is rated Selective on guests. High Performance Financial Advisor requires a Pod Score of 80 or higher. High Performance Financial Advisor's contact route on record: public web form.
Who should pitch High Performance Financial Advisor?
The strongest fits for High Performance Financial Advisor are Investment Banking & Trading. High Performance Financial Advisor has a business audience.
About the host
Tony Bates hosts High Performance Financial Advisor, a business podcast with 14 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Dec 16, 202540 minKeywords financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance Summary In this episode of the High...
Episode #11
Josh Crawford on Leadership and Success
Dec 2, 202539 minSummary In 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...
Nov 18, 202552 minSHOW NOTES financial advisor, athlete transition, mindset, financial literacy, diversity in finance, financial planning, sports education, career change, high performance, wealth management Summary In this...
Nov 4, 202541 minKeywords financial planning, joy, entrepreneurship, high performance, company culture, technology, AI, financial advisory, mental health advocacy, family values Summary In this conversation, Tony Bates interviews...
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Episode #8
Building a Culture of Success
Oct 21, 202552 minIn 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...
Oct 7, 202549 minIn 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...
Sep 23, 202540 minHow 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...
Sep 2, 202535 minManaging over $100 million in client assets without making a single cold call… Sounds like a dream, right? For Mark Cecchini, Wealth Advisor & Director of Wealth Solutions at Quadrant Capital, this is the reality. And...
Aug 19, 202545 minYou 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...
Aug 5, 202539 minWhat 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...
Jul 22, 202547 minHow 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...
Jul 8, 202544 minWhat 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...
High Performance Financial Advisor
High Performance Financial Advisor [Trailer] - The financial advisor podcast for those who want to succeed
Jun 18, 20251 minWhat 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...
Recent guests
Recent guests on High Performance Financial Advisor. Study who booked and why before you pitch.
Best industries to pitch High Performance Financial Advisor for
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