Keywords

client accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognition

Summary

In this conversation, Emily Rassam reflects on her career achievements, emphasizing the importance of client milestones over traditional accolades. She shares a personal story about helping a frugal client embrace travel, highlighting the emotional connections formed through her work. This discussion reveals a deeper understanding of success in the financial advisory field, focusing on meaningful experiences rather than just awards.

Takeaways

The most meaningful accomplishments often involve client experiences.

Helping clients overcome fears can be a significant achievement.

Personal growth moments are more impactful than traditional awards.

Travel experiences can transform a client's perspective on spending.

Emotional connections with clients are vital in financial advising.

Recognition should not solely be based on awards.

Career highlights can be defined by personal stories.

Frugality can be a barrier to enjoying life experiences.

Success can be measured in client happiness and fulfillment.

Creating memorable moments is a key part of the profession.

Titles

Redefining Success in Financial Advisory

The Power of Client Relationships

"Balancing Act: Emily Rassam on Work-Life Harmony"

"From Big Firms to Boutique: Emily Rassam's Journey"

"Empathy in Finance: Emily Rassam's Unique Approach"

"High Performance Beyond Numbers: Insights from Emily Rassam"

"Financial Planning with Heart: Emily Rassam's Story"

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/

Archer Investment Management- archerim.com

CONNECT

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

Emily Rassam on LinkedIn -linkedin.com/in/emilyjcasey

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

Keywords

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 Performance Financial Advisor podcast, host Tony Bates interviews Veronica Karas, a principal certified financial planner at CapTrust. Veronica shares her journey of becoming the youngest partner in a male-dominated industry, the challenges she faced as a woman in finance, and her strategies for building a successful client base. She emphasises the importance of self-promotion, networking, and mentorship, while also discussing the balance between her career and motherhood. Veronica's story is one of resilience, hard work, and a commitment to empowering others in the financial industry.

Takeaways

Veronica became a partner at age 33, the youngest ever.

Only 15% of financial advisors are women, highlighting industry challenges.

Self-promotion is crucial for success in finance.

Building a client base requires creativity and persistence.

Networking can lead to unexpected opportunities.

The pandemic shifted client acquisition strategies to virtual platforms.

Veronica brought in over $700 million in assets in five years.

Setbacks are part of the journey; resilience is key.

Mentoring younger advisors is a priority for Veronica now.

Balancing work and motherhood requires support and flexibility.

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/

CAPTRUST -https://www.captrust.com/

CONNECT

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

Veronica Karas on LinkedIn -linkedin.com/in/veronicakarascfp

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

Summary

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 financial advisory industry, emphasising the need for advisors to transition from traditional models to entrepreneurial approaches. Josh shares insights on managing both portfolios and people, the significance of discipline in investing, and the evolving role of leadership in financial services.

Keywords

financial advisor, leadership, coaching, investing, entrepreneurial, discipline, portfolio management, financial services, personal development, business growth

Takeaways

Managing the person is as important as managing the portfolio.

Successful investing requires discipline over a lifetime.

Leadership is about bringing people up with you.

Coaching involves understanding individual motivations and needs.

Financial advisors should think like entrepreneurs.

Building a community is key to scaling a financial advisory business.

Courage is a differentiator for high-performing advisors.

Leadership creates an environment for people to thrive.

The future of leadership involves managing both people and technology.

Empowering individuals to be responsible for their environment is crucial.

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/

Matson Money -http://www.matsonmoney.com

CONNECT

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

Josh Crawford on LinkedIn - https://www.linkedin.com/in/joshcrawford2030

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