High Performance Financial Advisor
High Performance Financial Advisor
Podcast 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.
Podcast Insights
Content Themes
The podcast focuses on vital topics relevant to financial advisors, such as how to cultivate million-dollar producers, sustainable growth strategies, leveraging technology and AI in financial services, and dealing with challenges in the industry. Specific episodes, like the one featuring Jason Greenfield, discuss the traits of high-performing advisors and strategies for establishing high-performance cultures.
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.
Keywords
financial planning, joy, entrepreneurship, high performance, company culture, technology, AI, financial advisory, mental health advocacy, family values
Summary
In this conversation, Tony Bates interviews Larry Sprung, founder and lead wealth advisor at Mitlin Financial. They discuss the integration of joy into financial planning, the importance of family, and the balance between personal and professional life. Larry shares insights on high performance in the financial advisory industry, the significance of company culture, and the challenges faced by advisors today. He emphasizes the role of technology and AI in enhancing financial services and outlines his vision for the future of Mitlin Financial, focusing on joy and growth.
Takeaways
Family has always been of utmost importance to me.
The question ‘What did you do today that brought you joy?’ changed everything.
Being a financial advisor is rewarding, but it’s not just about the money.
You have to be intentional about what you want to do and know your why.
High performance can be subjective and varies from person to person.
Maintaining company culture is crucial as the business grows.
It’s important to find a firm that aligns with your values and goals.
Social media is a powerful tool for building reputation and connections.
You have to put yourself out there to succeed in today’s market.
Chapters
00:00 Introduction to Joy in Financial Planning
02:51 The Importance of Family and Joy
05:45 Balancing Business and Family Life
09:00 Defining High Performance in Financial Advisory
12:05 Building a Strong Company Culture
14:59 Advice for Young Entrepreneurs
17:48 The Role of Technology in Financial Advisory
20:51 The Impact of Social Media on Business Growth
24:12 Challenges in the Financial Advisory Industry
27:01 Utilizing AI for Enhanced Efficiency
29:58 Future Vision for Mitlin Financial
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/
Mitlin Financial – http://www.mitlinfinancial.com
CONNECT
Tony Bates on LinkedIn – https://www.linkedin.com/in/tonybates/
Larry Sprung on LinkedIn –linkedin.com/in/lawrencesprung
LISTEN
Spotify – 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
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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