Hosted by Evan J Mayer · EN-US · 88 episodes
Established thought leaders with verified media credentials.
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!
Evan J Mayer hosts For Advisors By Advisors, a business show with 88 episodes published.
For advisors considering independence, this episode is full of real-world perspective. Evan J. Mayer sits down with Paul Wood of Agility Wealth Management to talk about why advisors leave wirehouses, what holds them back
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
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”.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Scott Brown
National Mass Timber Specialist · Historic West Bottoms Association
1 appearance on this show
Duncan MacPherson
Founder and CEO · Pareto Systems
1 appearance on this show
Matt Middleton
Founder and CEO · Advisor Circle
1 appearance on this show
Joshua Brown
environmental literacy and workforce development lead · Ritholtz Wealth Management
1 appearance on this show
Jon Anik
Lead Play by Play Commentator for the UFC · UFC
1 appearance on this show
Jacob Turner
Co-Founder · Fountain Court Chambers
1 appearance on this show
Thomas Kopelman
Co-Founder & Financial Planner · AllStreet Wealth
1 appearance on this show
Adam Schwartz
Director of Philanthropy · Heritage Judaica-Twin Cities
1 appearance on this show
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For Advisors By Advisors is hosted by Evan J Mayer. The show is categorised under business (investing) and has published 88 episodes.
For Advisors By Advisors has published 88 episodes.
For Advisors By Advisors regularly covers business, investing, careers. It sits in the business category, with a investing focus.
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.
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.
Episodes of For Advisors By Advisors average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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.
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