For Advisors By Advisors

In this episode of For Advisors By Advisors, host Evan J. Mayer and co-host Scott Brown sit down with Kirk Bell, President of Raymond James' Independent Contractor Division, for an unfiltered conversation about his first six months in the top job, being a partner and not a vendor, using AI to cut friction for advisors, and what's next for Elevate. Kirk Bell and Scott Brown's participation in the F...

In this episode of For Advisors By Advisors, host Evan J. Mayer and co-host Scott Brown sit down with Jackie Wilke, Vice President and Advisor Consultant at First Trust, for an unfiltered conversation about what has and hasn't changed in the four years since she was last on the show, why AI can't read the room, the great wealth shift, and why female-directed accounts are driving referrals.

In this episode of For Advisors By Advisors, host Evan J. Mayer and co-host Scott Brown sit down with Bob Milligan, owner of 1792 Wealth Advisors, for an unfiltered conversation about twenty-two years in the wirehouses before building a branch of his own, why he walked away as a founding partner of Concurrent once the private equity conversation started, the phone call that kept him at Raymond Jam...

In this episode of For Advisors By Advisors, host Evan J. Mayer sits down with Nic Nielsen of Know My Plan, back for his fourth appearance, for an unfiltered conversation about the independent-to-independent move almost nobody makes, why he committed to Raymond James before there was ever an offer on the table, the contract language that forced him to leave his group behind, and moving $350 millio...

In this episode of For Advisors By Advisors, host Evan J. Mayer sits down with Molly Bennard, CEO of SHOOK Research, for a look inside how advisors actually get ranked, from the survey process and the verification of quantitative data back to the firm, to the live conversation every advisor under consideration gets with the research team, to the roughly 1,400 in-person interviews SHOOK runs each y...

In this episode of For Advisors By Advisors, host Evan J. Mayer sits down with Oscar Castellanos and Melvin Perez, who joined the Fortuna Wealth family in April, for an unfiltered conversation about a career where almost every firm change was somebody else's decision, the FDIC knocking on the door the week their bank went under, why leaving the employee side was taboo inside the branch, and why th...

Evan J. Mayer sits down with Richard Knight and Brent Detweiler, the newest members of the Fortuna Wealth family, who left the bank channel after nearly a decade at Truist to go independent with Raymond James bringing over 95% of their book in under 90 days. They share why they left, what D-Day was really like, and why they'd never go back. Richard Knight and Brent Detweiler's participation in the...

Host Evan J. Mayer sits down with Jamey Eisenberg, Senior Fantasy Football Analyst at CBS Sports and co-host of Fantasy Football Today, for FABA's unusual episode of just fantasy football talk. Twenty years of draft strategy, sleepers, busts, and stories from inside the press box.

Evan J. Mayer and co-host Scott Brown sit down with Tony Sirianni, CEO and Publisher of AdvisorHub, back by popular demand three years after his first FABA appearance. Tony breaks down the private equity gold rush reshaping wealth management, who's left to buy when valuations hit 20x, and how AI is changing what advisors are worth.

Evan J. Mayer sits down with Tiago Lima, partner at Sovereign Wealth Strategy Group out of Colorado Springs, the first FABA guest who made the leap from the captive insurance world to the independent channel. Tiago Lima's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.  

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, and how the right independent platform can create room for growth. They also discuss recruiting, succession, private equity, RIA models, and what it takes to support advisors acr...

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 an unfiltered, "in-the-trenches" conversation between two advisors who've seen it all — the wins, the mistakes, the home-office headaches, and everything in between. This one we're...

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”.  Duncan goes into how advisors that are at the top build without the goal of building.  How advisors become attractive and why advisors should never ask for referrals to be a top...

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 of the idea to now, 3 years later,  the most recognized Financial Advisor “Festival” on the planet.  We asked Matt a ton of questions to learn how advisors are taking advantage...

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 dollars today.  We also spoke about behavioral finance and why today the fiduciary standard is all that is important.  Josh is a fantastic writer as well with a blog “The Reformed Broke...

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 to financial advisors looking to change their process.  We talk on a variety of subjects from keeping advice simple to keeping the complexities of the business behind the s...

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...

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...

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 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....

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 car...

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...

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!  ...

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 po...

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 p...