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

SHOW NOTES

financial advisor, athlete transition, mindset, financial literacy, diversity in finance, financial planning, sports education, career change, high performance, wealth management

Summary

In this episode of the High Performance Financial Advisor podcast, Tony Bates interviews Caroline Piehl , a certified financial planner and former NCAA champion swimmer. Caroline shares her unique journey from elite athletics to financial advising, emphasising the transferable skills and mindsets that high performers possess. She discusses the importance of consistency, risk-taking, and embracing challenges in both sports and business. Caroline also highlights her mission to educate young athletes about financial literacy and the need for greater diversity in the financial services industry. The conversation concludes with Caroline's vision for her firm, Win Your Wealth, and her commitment to providing meaningful financial education and support to athletes.

Takeaways

Caroline Peel transitioned from being a four-time NCAA champion swimmer to a financial advisor.

The skills learned as an athlete are directly applicable to business success.

Embracing challenges and hard work is crucial for high performers.

Consistency in habits leads to long-term success in finance and sports.

Financial advisors must focus on process and structure for growth.

Education is vital for young athletes to manage their finances effectively.

Diversity in the financial services industry is essential for its future.

Caroline emphasises the importance of mentorship and leadership in career transitions.

Simplifying complex financial concepts can enhance client understanding.

Caroline's mission is to merge sports and finance to educate athletes.

Sound bites

"Embrace the suck."

"Consistency is key to success."

"Take risks, be uncomfortable."

Chapters

00:00 From Athlete to Financial Advisor

12:17 Mindset and Habits of High Performers

21:28 Navigating Career Transitions

22:58 The Nike Experience

25:12 Bridging Sports and Finance

30:04 Empowering Athletes with Financial Literacy

34:08 The Need for Financial Education in Sports

37:19 Diversity and Inclusion in Financial Advisory

41:35 Vision for the Future: Impact Over Growth

48:23 Cultivating Grit in Financial Advisors

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/

TimeWise Financial -timewisefinancialllc.com

CONNECT

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

Caroline Piehl on LinkedIn -linkedin.com/in/carolinepiehl

LISTEN

Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d

Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674

YouTube -