What 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 Harbor Private Wealth. Jason spent several years with with Merrill Lynch before deciding to set up his own venture.

Jason has a wealth of knowledge around what it takes to become a high performing financial advisor and what every advisor needs to know before setting up their own organization.

If you work in financial advice and want to take your performance to the next level, you need to listen to this episode.

Covered in this episode:

• What high performance means for a financial advisor.
• The key traits that the high performers have.
• The two key things you need to know before setting up your own venture as a financial advisor.
• How to create a culture of high performance in your organization.
• Strategies for dealing with the low points and low motivation.
• How to coach high performance in your team members.
• Will AI take financial advisor jobs?
• And much more…

LEARN MORE

Radium Search - https://radiumsearch.com/

Crescent Harbor - https://crescentharborprivatewealth.com/

CONNECT

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

Jason Greenfield on LinkedIn - https://www.linkedin.com/in/jason-greenfield-23867a12a/

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