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.
Managing 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 it’s the result of his focus, consistency, and knowing how to position himself in a noisy market.
In this episode, Mark shares the inflection points that got him here, and the ins and outs of his personal branding and social media strategy that allowed him to grow his book with no cold outreach.
If you’re a financial advisor looking to grow, or you run a firm and would love to attract more business without endless outreach, this conversation is essential listening.
Covered in this episode:
- How Mark Cecchini built a $100m+ advisory practice with zero cold outreach.
- How referrals, LinkedIn, and X can outperform traditional prospecting.
- Establishing a niche as a financial advisor: how deep should you go?
- Is AI coming for financial advisor jobs?
- The top three habits of a high performer.
- Making your personality an asset in an AI world.
- Which KPIs financial advisors should be tracking in 2025.
- How to leverage social media content to attract new business in the ChatGPT era.
- And 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/
Quadrant Captital – https://quadcapco.com/
CONNECT
Tony Bates on LinkedIn – https://www.linkedin.com/in/tonybates/
Mark Cecchini on LinkedIn – https://www.linkedin.com/in/markcecchini/
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
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