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For Advisors By Advisors

Hosted by Evan J Mayer · EN-US · 88 episodes

Where this show ranks

Episodes
88
Avg length
30m
Language
EN-US
Booking Probability™
36
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businessinvestingcareers

About this podcast

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!

businessinvestingcareers

About the host

Evan J Mayer hosts For Advisors By Advisors, a business show with 88 episodes published.

Recent episodes

Our AI reads these to draft pitches

For Advisors By Advisors - AI, Independence & The Future of Advice - The Standard Deviance

May 27, 202636mEp. 1S3

FABA is back — and we brought a (potential) co-host. In this Season 3 kickoff of For Advisors By Advisors, host Evan J. Mayer sits down with longtime friend and fellow advisor Scott Brown of Edgewater Family Wealth for a

For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to Attract and Not Chase. Words of Wisdom From an Expert!

Nov 6, 202438mEp. 14S3

In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”.

For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof?

Oct 24, 202450mEp. 13S3

In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start

For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In!

Sep 24, 202430mEp. 12S3

In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollar

For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial Advisors Keep It Simple? One Industry Vet We

Sep 17, 202427mEp. 11S3

In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator t

For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In!

Jul 17, 202420mEp. 10S3

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

For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly!

Jul 3, 202423mEp. 9S3

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

For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth!

Jun 5, 202424mEp. 8S3

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 Independen

For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model

May 22, 202424mEp. 7S3

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 Advis

For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In!

Apr 3, 202428mEp. 7S3

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

For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His!

Mar 6, 202428m0

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

For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!

Feb 28, 202425mEp. 5S3

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 Sco

For Advisor By Advisors - Interview with Elan Moas, Author & Universal Life Insurance Whistleblower - Will the Universal Life Policies Written in the Past Blow Up? One Whistleblower Explains!

Feb 14, 202441mEp. 4S3

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

For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor!

Jan 31, 202424mEp. 3S3

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 ab

For Advisor By Advisors - Interview with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth - Why Financial Advisors Should Use Social Media and Start a Podcast.

Jan 17, 202429mEp. 2S3

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 cre

For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund!

Jan 3, 202429mEp. 1S3

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 insid

For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks!

Dec 27, 202323mEp. 31S2

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 n

For Advisors By Advisors - Interview with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC - When a Financial Advisor Leaves Firms, Arbitration Can Happen! One Expert Weighs In!

Dec 19, 202327mEp. 30S2

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 exper

For Advisor By Advisors - Interview with Matt Landon, Interim CEO, Semmax Financial Group - How Often Should Financial Advisors Analyze Their Business Model? One New CEO Weighs In!

Dec 6, 202324mEp. 29S2

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

For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In!

Nov 29, 202330mEp. 28S2

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 a

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Topics covered

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Frequently asked questions

How do I pitch For Advisors By Advisors as a podcast guest?

To pitch For Advisors By Advisors, visit https://www.buzzsprout.com/2029293 for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.

Who is the host of For Advisors By Advisors?

For Advisors By Advisors is hosted by Evan J Mayer. The show is categorised under business (investing) and has published 88 episodes.

How many episodes does For Advisors By Advisors have?

For Advisors By Advisors has published 88 episodes.

What topics does For Advisors By Advisors cover?

For Advisors By Advisors regularly covers business, investing, careers. It sits in the business category, with a investing focus.

Is it hard to get booked on For Advisors By Advisors?

For Advisors By Advisors is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.

Is For Advisors By Advisors currently accepting guest pitches?

For Advisors By Advisors hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.

How long are For Advisors By Advisors episodes?

Episodes of For Advisors By Advisors average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.

What guest credentials does For Advisors By Advisors typically look for?

Our data rates For Advisors By Advisors's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.

Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric.

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