For Advisors By Advisors: Recent Episodes
Evan J Mayer
For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd grew his practice and the move to transitioning your practice. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get more business. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
FinServ Podcast
The FinServ Podcast brings together legends and leaders in financial services
Listen on: Apple Podcasts Spotify
In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office while still owning their book and being independent. We also spoke about how to go about using your groups, fraternities, and organizations to sprout new business. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a financial advisor should consider a different career path. I hope you give it a listen!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We also talked about the political landscape of the UFC and what it is like when former President Trump walks into an arena! Hope you enjoy it!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he likes to manage assets. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went down. Many of the policies are lapsing and/or are scheduled to lapse. Elan goes into the ins and outs of his research and his path to trying to get these problems known. His explanation as to what will happen might seem farfetched, but not to Elan. I hope you enjoy today’s show! (*The thoughts, topics, and conversation is not the opinion of the show, host, or company.)
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we talk with Jacob Turner, Co-Founder, Moment Private Wealth. Jacob was once a major league baseball player for 11 seasons. Since then, he has found his new passion as a financial advisor. Jacob talks about what it was like educating himself in finance to finding the next thing that drives him like baseball did. He is growing a thriving practice and recently started his own podcast. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business. We also go over how his practice charges today and what they expect that to change to in the future. Tom took his business from zero in 2021 to A thriving practice in just 3 years. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a chartable role working for the American Cancer Society. We spoke about Donor Advised Funds and the benefits of using them for your charitable needs. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we talk with Tom Henske, CFP, Founder, Total Cents. We went over Sunsetting from the business and what the future holds for Tom going forward. We went over his career in the business and discussed what newer advisors should consider. We also spent time going over the work Tom is doing to educate families on financial planning and also his new work with the college players. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC. We go over his history in the business, how the business has changed, and where advisors are going now a days. As an expert witness in arbitration cases, we went over some great stories of Advisors leaving the right and wrong way. We also went over succession and how to look for a qualified buyer. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we speak with Matt Landon, Interim CEO, Semmax Financial Group. We go over a wide array of topics like what it is like to just get licensed 6 years ago and then hop into the CEO role. We also speak about the experience that you get from having a mentor is so key to financial advisors success. We also spoke about how Matt’s company is considering evolving and how often a business should look at its structure. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well known for his content on YouTube, LinkedIn, and his own podcast and we were really excited to sit down with him. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We went over his LinkedIn and how he uses it to “call out” the bad actors in the business. It was a fun conversation and one that I think the audience will enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we talk with Matthew Jarvis, Co-Founder of The Perfect RIA. We go over Matthew’s time in the business, from starting out with his father, to how during the 2008 crises his world changed, and he decided to go all in on “change”. We also discuss Matthew’s podcast and outside ventures helping financial advisors excel. We also spoke about “graduating clients” and how that can be a huge benefit for a practice and lifestyle.
I hope you enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two different episodes and add a lot of valuable conversation on some great topics. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak withAnthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two different episodes and add a lot of valuable conversation on some great topics. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing. We spent a lot of time talking about the new buy in plan the financial advisors have with Gateway and how David feels this approach is different and better than other plans. We also went through what Gateway is doing when advisors are looking to exit and how gateway is not planning any exit anytime soon. We also spent time going over the aging demographic in our business and what younger advisors are looking for.
Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services. We go over the different business structures advisors use to go independent, what happens when you bring new partners in, what happens with breakups and the effects on the partnership during those trying times. We also go over the new buyouts that are taking place. Steve dives into what are the main points to being successful when starting out and keeping things simple. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Mark Gilbert, Founder & CEO at Zocks. We go over AI in the Financial Advisor space. From using Hearsay to what is next in the world of AI. We also went over the other side of these monitoring software’s and how they work with compliance. Mark has tons of experience in this space and truly dives into what innovations have happened and what’s next. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, I go over doing financial planning with clients present during the input stage and why I think it adds value to them and your relationship with them as a financial advisor. I talk through the process first and then go into how on our first meetings with clients, I like the clients to see a plan in place so they can understand how the software works. I hope you enjoy this episode!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Michael Tutcher, Senior Managing Partner of Main Street Financial Group. We talk about a variety of topics from how golf is a part of his practice, moving in the same firm from the employee channel to the independent channel, and how getting yourself in with the right people can really help you change your practice around.
Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Wendy Fuller VanCleve, Senior Planning Advisor with Fountain Financial Group. We went over Wendy’s change of careers from estate attorney to being a financial advisor. We went over the teams move from one bank program to another one and what that change has been like. We also talked about the benefits of who you affiliate with and how that can be huge for the relationships you cultivate. Hope you enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Brad Mehl, Vice President and Partner of 1792 Wealth Advisors. We went over Brads journey from a new Financial Advisor working in the wirehouse system to eventually going independent a few years ago. We talk about what new advisors have to go through, the stressors of the business, and how getting your “Second Wind” is a gratifying and rewarding experience. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Jake Ackerman, Owner & Wealth Advisor with Ackerman Financial. We went over his start in the business just 5 years ago and what has transpired. Jake went from trading for himself to deciding to enter the business as a financial advisor and took himself independent just a few years ago. We talked about a lot of things including starting your own videos, content, what experiences Jake has gone through, and what is next in the future for Jake and his team. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, your host, Evan J. Mayer goes over the benefits of having a “pitch book” when discussing their process for planning, investment management, insurance, Etc. Evan dives into what is in his pitch book and how he uses it prior to walking clients through a sample financial plan. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors.
In this episode, we talk with Howard Davis, National Sales Director of Edison Risk. We go over a bunch of topics in the wholesaling world such as what it is like to be an internal and external wholesaler. We also spoke about what options are available for in the independent space when it comes to partnering with registered agents and how the new role has a lot of similarities to the old role. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Louis Diamond, President of Diamond Consultants. We talked with Louis on a variety of issues from broker protocol, to the evolution of the platforms, to where we are headed. We also dived into where firms want to take the next evolution of advisors and what has changed in the industry over the last 5 years. Louis has some fantastic data points to share in what they are seeing. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Derrick Kinney, CEO of Good Money Framework. We speak on a variety of topics including when the right time is to leave the business and when Derrick chose to follow a new path. We also talk about buying practices and what is right approach when talking with potential sellers. Lastly, we dove into generosity and how developing a giving strategy to people in need can really help drive your business and attitude. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Matt Reiner, CEO & Founder of Benjamin and Managing Partner with Capital Investment Advisors. We talk about all things financial planning including the two companies, Wela and Benjamin and what they can do for practices throughout the world. We dived into robo-advisors and how it can never take out the human interaction and the psychology of investors. I hope you enjoy you!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Gil Baumgarten, President of Segment Wealth Management. We spoke with Gil about how he took his practice to where it is today with over $1.3 billion in AUM as the sole Financial Advisor. We spoke with Gil about succession planning, his move from the wire house to RIA, and where the future of the business is headed. We also spoke about how important a business development associate is to the long-term growth of his practice. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting. We went over the different CRM systems out there and what makes a custom CRM solution better for most firms. We also talked about transferring from using one CRM to another CRM system and why it is important for them to be customized per usage. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we chat with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth. Spencer goes over how he grew his practice from a licensed banker to one of the top producers in his region. Spencer goes over the benefits of treating your referral sources like gold and why focusing on that will bring you much success! I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Jason Reilly, Partner at Berkshire Asset Management. We talked with Jason about a variety of topics such as growing their asset management firm, the future of SMAs, and getting on the different platform and what the process is like. We also touched on when advisors leave firms, is that a benefit or negative for asset management companies. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Karen Coyne, Founder of Clarity Planning. Karen and I discuss the advice business and how it is evolving. We discussed a wide range of topics from compensation to money management, to what the next generation of Advisors coming into the business need to look out for. Karen discusses her thoughts on women in finance and the importance of getting more women into the financial services field. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Tony Sirianni, CEO and Publisher of Advisor Hub. Tony has been in our business 31 years first as an Advisor,
Then as a manager, and then starting two RIAs in Steward Partners and Kestra, and now as the CEO of Advisor Hub. We talked with Tony about many topics including Advisors on the move, enforcement, and transparency in the business. We also spoke about the new Advisors to Watch lists created by Advisor Hub to not just highlight AUM, but other factors to rank financial advisors that are doing things the right way. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this Episode, your podcast host Evan J. Mayer gets interviewed from one of his past guest financial advisor and CFP, Nic Nielsen. Evan Talks about growing his practice through the bank channel, his journey to creating his own company, and what are the best ways to organically grow. Evan grew his practice year over year by 30% or more just building relationships with his current cliental. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Kevin McCarthy, SVP & Regional Manager of Synovus Securities. Kevin is a 34-year vet and goes over his history in the business and more specific, the interworking’s of building out bank programs and restructuring them. Kevin talked about how to get the best advisor for the right client is key and that clients always choose who their “relationship manager” is. Kevin also talked about how the bank channel advisors should start focusing on commercial clients going forward and what makes the difference between a great advisor vs. the rest.
I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Alanah Phillips, National Director of Recruiting for Lincoln Financial. We hit on many topics like where do advisors fit on the spectrum between employees all the way down to owning your own ADV. Also, what are you doing to attract Next Gen clients? Alanah goes through her experiences in recruitment of advisors and the choices they have to make based on where the business is headed. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Shane Morrow, CEO of IronBridge Wealth Counsel. We talked with Shane about his history in the business and how he got his RIA put together. Shane speaks about what makes a good advisor “good” and a bad advisor “ bad”. We also spoke about fintech and where we go from here while touching on the Next Generation and what advisors are appropriate to help build out a team. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Lindsey Bryant Lewis, Director and Chair of the American College Center for Women in Financial Services. We talked with Lindsey on a variety of topics mostly related to women in finance. We went over why Lindsey believes inclusion groups are the way of the future and how the older generation of advisors could really help benefit the movement. Also, on what the college is doing to empower these groups. Lastly, how together these groups can become stronger tackling major issues together. I Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Jackie Wilke, Innovative Business Development & Practice Management with First Trust. Jackie goes through a wide range of topics from what you could be doing with current clients to what practices are doing to gather “Next Gen” clients. Jackie has been in practice management consulting for the last 6 years learning from some of the best teams out there. Jackie goes through what is next and what are some small tweaks you could implement in your practice! Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Bill Youngerman, Owner and Founder Of Bill Youngerman Inc since 1967. We discuss how to buy precious metals as well as when it’s a good time to sell. We talk with Bill about his history through the business and what to look out for when buying precious metals. Bill dove into some of his thoughts on the differences between coins, bullion, collectables, and currency. Bill has a huge passion for what he does and adds a lot of insight. Hope you enjoy this episode!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, your host Evan J. Mayer goes over what he had to accomplish from the time he decided to open his own office until the day he left his current firm. What are the important things that must be done? What comes up that you didn’t expect? I go through my sixty-day process of creating our company and what was involved. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Jillian Altamura, Managing Director at iCapital. Jillian goes over her career, starting as an intern with Goldman Sachs and climbing up the investment banking ladder to becoming Head of Growth at Simon Markets which was acquired by iCapital in August 2022. Jillian talks about how the spinoff happened, how Simon grew to dominate the space, and the recent acquisition of Simon by iCapital. We went over the great functionality of Simon and how it can be used as an end all, be all to all things alternatives for financial advisors. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Kate Clark, Financial Advisor and Managing Partner of Cypress Capital. We talk about many topics such as starting your own practice
And how to grow organically and inorganic. We talked about hiring new advisors and what a fair compensation structure would be. We also talk about how conversations around risk can be handled
And what are good practice techniques. Hope you enjoy it!
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with James E. Mayer, Managing Director - Investments, Branch Manager at Huffman Mayer Paolo Wealth Management Group of Wells Fargo Advisors. We talked with James about everything about been an advisor to how he got started, to what motivates him, to where he is going in the future. We talked about a wide variety of topics to the new age financial advisor and when is the right time for an advisor to retire. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we chat with Andres Pimentel, Financial Advisor and Founder of EC Wealth Management. Andres started as a teller before becoming a financial advisor in the bank channel and then opening his own firm. We talk about his time in the bank and the inter politics involved. We also spoke about international clients and why you really have to know what you’re doing in the international space. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Karli Vasquez-Mendez, Senior Relationship Manager. We talk about her different roles including sales assistant, Financial Advisor, Trader, and Banker. We dive into the politics of being a women in finance and the hurdles that they have to overcome. Karli goes into her history in the
Business and what the different roles she has been in have helped mold her experience. Hope you enjoy it!
In this episode, we talk with Rob Cressy, Podcast Coach, Personal Growth Coach and Inspirational Speaker. We talk about everything marketing from the different courses that Rob offers for podcasting, to how to grow your brand, and how to find your voice. We talk about what Financial Advisors can do to create their own short-term content and how to accomplish any marketing campaign, the advisor must be bought in! Rob was my personal podcast coach when I decided to start this show! I hope you enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Jared Fischer, Director of Financial Planning at Northwestern Mutual. In his prior life, he was in the wholesale business for most of his
Career offering structured investments to Financial Advisors. He was on the internal and external roles for a few companies. Jared goes over what the day in the life of a wholesaler
Is like and the differences between the internal role and external role as well as what it is like on the management team. I hope you enjoy this one!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better!
You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Robert Russo, CEO & Founder, Independent Advisor Alliance. We went over why work with a hybrid model, the changing landscape of compliance, and how he started Advisor Alliance. We talked about the move to social media and how he is empowering Financial Advisors with his RIA to adapt and change. We also went over the evolving M&A activity in the space and who should consider taking advantage. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Chris Jeppesen, Chief of Advisory Practices at First Trust. We talk with Chris about all this practice management from asking for referrals to what is your why factor! Chris talks about how younger advisors have an ability to seize many clients over the next two years. He also talks about how to bring Financial Advisors to the next level. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Brian Buckstein, partner with Gonzalez, Shenkman & Buckstein, P.L. Brian discusses advisors looking to leave firms, how to protect yourself in doing so, and what are the things in the contract to look for. Brian goes over broker protocol and how that move differs with or without it. Brian goes through how the contract language plays a huge part if there is ever an arbitration. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Norman Darden, Sr Managing Director at Flippin, Bruce & Porter, A Business of Cantor Fitzgerald Investment Advisors. We talk with Norman about their covered call strategy, about their investment process, and how it works with 5 portfolio managers working together. We also go through the process of what a day in the life looks like for a portfolio manager and how things can change quickly when a position moves. Norman also gives his firms take on the Macro economy and that they believe the low has hit already.
We also talk about when small managers get bought out by bigger companies and how those dynamics could change. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. Penny dives deep into the financial advisor world from what is your X factor, how to prepare your clients for what your vision is, and selling your practice. She also goes through 1099 and W2 and how the industry could be changing. She goes into the RIA world and the new vision she is creating inside Journey Strategic Wealth while jumping into the problems with private equity and venture capital coming into the financial advisor space and what to steer clear of. This was a truly impactful conversation. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Brad Wales, Owner and Founder of TransitiontoRIA.com. We talk with Brad about the process of finding out if an RIA model is right for the Financial Advisor.
We also go into if you should open your own and if you should join an existing RIA. Brad brings 20 years of experience in operations, sales, and custody that allows him to dive deep into
What the advisor wants and what is the best fit for the Advisor. Hope you enjoy this episode!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Joe Conroy. We discussed his move from a Super OSJ.
To his own firm. We talked about niche’s and if Financial Advisors need them or if in some ways, they can limit your audience.
We also spoke about Joe’s business management strategies and how the use of social media has helped his business to grow.
I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Jeremy Massullo, Director of Transitions. Jeremy has been in transitions for over 6 years and has had over 150 successful transitions. He has helped advisors move from employee channels, independent channels or to an RIA. He goes over what preparation you need, the development and the process, and what the right mind set is to have in these transitions. He also goes over the problems that could arise from not being prepared. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we speak with Keith Wilson, Founder and CEO of Wilson Financial Advisors. We talk about Keith’s passion for social media, video production, and
how he has incorporated it into his practice management. Keith hosts multiple videos and podcasts, including “The Truthful Mutual” segments with fellow FA Anthony Ruffalo and the podcast “That Financial Guy”. Keith talks
About the future of his practice bringing his son Jack into it and how in 2019, everything changed with making original content for his brand. Hope you enjoy the episode!
In this episode, we speak with Michael Kieffer, Co-Founder and Portfolio Manager of KR Capital. We spoke about how adding alternatives to a portfolio can create some alpha, specifically in this environment. We also spoke to how to create a hedge fund and the long uphill process in proven your models work so it is easier to gain access to capital. Mike does a great job of breaking down what is needed and how proving his model is priority one. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Chris Quandt, Success Enablement Manager of Riskalyze. Riskalyze is a great software that allows for advisors and clients to determine risk tolerance while making sure their investment allocation matches. We talked about the client questionnaire along with the interworking’s of how to use with clients. We also talked about their formula for analyzing portfolios and how to match up portfolios to a client’s risk appetite. We spoke about the growth of Riskalyze and where the company is going next. Chris walks up through the idea in 2011 to where they are today! Check it out!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with R.B. Ellis, Business Performance Advisor for Insperity. We talk about how 1099 Financial Advisors, RIAs, and Independent Advisors can really benefit from a partnership with a payroll company that handles all the government taxes, payroll services, group health insurance, dental, vision, human resources, and 401k retirement services. We went into the main players in the space and how to look at the bottom-line costs when everything is included. These companies can take a lot of the stress and burden off your plate by allowing them to handle your human resources needs. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
For this episode, we talk with Ed Grimpe, Manager of the Southeast Region for B. Riley Wealth Management. We go over his move from 17 years in the wirehouse channel as a producing manager to then a producing manager in the bank channel followed by his current role in a small boutique firm. Ed goes over his opinions on how the wirehouse model is gone, while the bank channel continues, and that advisors must pick their best path based on their skill set. He also goes over the importance of maintaining your book of business and how being involved in the investment process is important for the advisor and client.
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Joseph Luchini, Senior Vice President & Regional Director for Synovus Securities, Inc. Joe was my manager for nearly 5 years at my prior firm and knows the ins and outs of the bank channel more than any manager I know. He is an “Advisor’s Manager” which is the kind of manager you want as they have your back first and fore most. We talked about what makes a financial advisor successful in the bank, what the politics are inside the bank, and new advisors coming into the banks. Also, how working with your partners and other lines of business are key in a post Covid advisor world. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, I go over the day I resigned from my previous firm and joined our new broker dealer. I go over the emotions, the preparation, and the chain of events of that long day plus the following days. It is a move that most advisors make in their career and I thought I would share my experiences. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Nick Jones, a structured Investment Consultant with Raymond James. Nick goes over how the calendar is put together for structured investments and how the process goes for putting together custom structured investments. Nick goes over how the volatility in the markets along with interest rate increases have fueled structured investment yields. Nick also goes over what advisors should do to educate themselves in the space. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we Talk with Michael Gordon, a consultant to financial advisors and the founder of Themichaelgordon.com. Mike talks about his recent move from working with a Hybrid to going independent himself as a consultant. We talk about different channels, succession planning, and where the industry is going. Which path is right for you? Mike dives deep and shares his insights. Check it out!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, I go over my 12 most hated things we have to deal with as financial advisors. Some of the daily annoyances we have to put up with. No career is perfect, but other than these, it is pretty close. Hope you enjoy!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode we talk with Michael Krumholz who is the branch manager and VP of sales for Fairway Independent Mortgage. Mike talked about the differences since rates have been going up in the mortgage market and what to look out for when getting a mortgage. He talks about different concepts and thoughts moving forward in the mortgage space. Mike also talks about the benefit of working with independent brokers and some benefits to working with the banks for those that qualify. Check it out!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Anthony Ruffalo who is the owner of Ruffalo Wealth Management. Anthony has made a real presence on social media as well becoming a well know LinkedIn advisor that loves to share content. Anthony talks about how he started using LinkedIn to grow is engagement. He spent time talking about the younger generation of advisors and that tax planning might be a great way to start. Anthony shares on how getting better every day is key and that you never arrive. On top of all of this, Anthony opens up about real life events and how that is changed is outlook over the last year. Check it out!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Nic Nielsen who is the owner and founder of Know My Plan and the author of the book Visual Finance. We went through Nic’s Niche and how he has changed his practice to focus on a specific cliental. We also went over the new book and how creating visual pieces for clients became a passion. Nic breaks down what young advisors should do and how to make yourself stand out using social media. Check it out!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, We speak with Eric Cornell, Founder and CEO of Helius Wealth Management. Eric was at Ameriprise for over 20 years starting his career before making the switch to independence one year ago. Eric discusses his journey, experience, and what makes him unique in the financial advisor space. He also goes over how a franchise model is different then a independent model and what to look out for. Check it out and let us know your thoughts!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Joseph Pellegrini. As a recruiter of the independent channel for many years, we got insight into what makes financial advisors go independent, what to research and prepare for when going independent, and the type of advisors that should consider it. Also, Joe goes over the pros and cons of different firms. Joe goes over with Covid-19 gone, why many advisors have decided to make the move. Hope you enjoy it!!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, we talk with Michael Boatman who is the SVP of Capitas Financial. We go through different topics of the life insurance industry and Long Term Care. What has changed recently, the difference before Covid-19 and after Covid-19, and why simplified issue may not be your best option. Also why working with a general agent might be better then going at it alone. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
In this episode, We talk to Mac Gardner who is the CEO of FinLit Tech. We go through technology, teaching our kids about finance, what makes advisors stand out, and the evolution of firms and advisors. Mac has tons of great knowledge and experience that he shares with us on what it takes today to make advisors shine and how advisors should incorporate technology to start educating the younger generation! Check it out!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
On this podcast, I go through my personal start in the business and how I grew from a rookie in the business into a veteran. Basically, my history in the biz. I go through different ways I managed my practice and money for my clients. It really goes through the evolution from a broker to a financial advisor to a financial planner. I hope you enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors
This episode is on Tax Loss Harvesting! How we do it, what it is, and some ideas and strategies behind it! We eventually will get other advisors on that talk about how they handle this. Hope you enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors
This podcast I dive into I bonds and how they can be beneficial for your clients. I talk about the ins and outs of setting up your account and what you need to know. Also, I go through the positives and negatives of owning them and how to utilize them. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/ or feel free to email me at info@fortunawealth.com.