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.Chapters00:00 Introduction to Rick Buoncore and MAI Capital02:46 Rick's Journey and Passion for Wealth Management06:20 Building a Strong Company Culture14:43 Integrating Acquisitions and Cultural Fit22:20 Strategizing for Future Growth25:17 Client Transparency and Wealth Management Solutions26:00 Innovative Healthcare Solutions for Clients28:33 Holistic Approach to Wealth and Wellness29:47 The Evolving Role of Financial Advisors33:02 Growth Strategies in a Changing Market37:01 Leadership Lessons from Sports Background40:02 Learning from Mistakes in Business42:05 Vision for the Future of the Firm45:33 Recommended Readings for Financial AdvisorsBe sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.LEARN MORERadium Search - https://radiumsearch.com/MJP Wealth Advisors - https://www.mjpwealthadvisors.com/ CONNECTTony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ Rick Buoncore on LinkedIn - linkedin.com/in/richardbuoncoreLISTENSpotify - 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 

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