Building A Culture Of Success High Performance Financial Advisor podcast

14d ago 51:52

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In 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 culture, and how he integrates acquisitions while maintaining a strong team atmosphere. He discusses the evolving role of financial advisors, the impact of his sports background on his leadership style, and the lessons learned throughout his career. Rick emphasizes the importance of adapting to change and the commitment to serving clients for the long term.

Covered in this episode:

Rick Buoncore emphasizes the importance of passion in work.
Company culture is crucial for success and client satisfaction.
Integrating acquisitions requires a disciplined approach.
Advisors must adapt to changes in the financial landscape.
Mistakes should be viewed as learning opportunities.
The future of financial advising involves a broader service mentality.
Rick's sports background has shaped his leadership style.
Building a strong team atmosphere is essential for growth.
Client relationships are at the core of wealth management.
Long-term vision is key to sustainable success.

Chapters

00:00 Introduction to Rick Buoncore and MAI Capital

02:46 Rick's Journey and Passion for Wealth Management

06:20 Building a Strong Company Culture

14:43 Integrating Acquisitions and Cultural Fit

22:20 Strategizing for Future Growth

25:17 Client Transparency and Wealth Management Solutions

26:00 Innovative Healthcare Solutions for Clients

28:33 Holistic Approach to Wealth and Wellness

29:47 The Evolving Role of Financial Advisors

33:02 Growth Strategies in a Changing Market

37:01 Leadership Lessons from Sports Background

40:02 Learning from Mistakes in Business

42:05 Vision for the Future of the Firm

45:33 Recommended Readings for Financial Advisors

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LEARN MORE

Radium Search - https://radiumsearch.com/

MJP Wealth Advisors - https://www.mjpwealthadvisors.com/

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/

Rick Buoncore on LinkedIn - linkedin.com/in/richardbuoncore

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

9 episodes