For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert!

For Advisors By Advisors

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محتوای ارائه شده توسط Evan J Mayer. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Evan J Mayer یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

We Have The Receipts

1
Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

12 روز پیش1:00:36

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لیست ها

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دوست داشته شد

1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

۲ سال پیش 38:20

MP3•خانه قسمت

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

فصل ها

1. For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:10:37)

3. (Cont.) For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:11:18)

87 قسمت

#Trading #Business #Evan J Mayer #Careers #Podcasting Education #Self-Improvement #Financial Advisors

For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert!

For Advisors By Advisors

published ۲ سال پیش

اشتراک گذاری

MP3•خانه قسمت

فصل ها

1. For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:10:37)

3. (Cont.) For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:11:18)

87 قسمت

#Trading #Business #Evan J Mayer #Careers #Podcasting Education #Self-Improvement #Financial Advisors

Tüm bölümler

1
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… 38:05

26 weeks پیش38:05

38:05

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 tier advisor. This was a great conversation and I hope you enjoy it and find it valuable! 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…

1
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? 50:42

28 weeks پیش50:42

50:42

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 of these Festivals, and what is next for Future Proof in next concepts. I hope you enjoy this extended conversation! 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…

1
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! 30:50

32 weeks پیش30:50

30:50

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 Broker” and the multitude of books he has written including his new one, “ You Weren’t Supposed To See That: Secrets Every Investor Should Know”. Great book and 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…

1
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… 27:59

33 weeks پیش27:59

27:59

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 scenes. We also talk about Financial Advisors scaling properly and how coaching can help lead advisors to greater success. 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…

1
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… 20:30

42 weeks پیش20:30

20:30

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…

1
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! 23:27

44 weeks پیش23:27

23:27

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…

1
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! 24:33

48 weeks پیش24:33

24:33

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…

1
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 24:20

50 weeks پیش24:20

24:20

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…

1
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! 28:56

1 year پیش28:56

28:56

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…

1
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! 28:05

1 year پیش28:05

28:05

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…

1
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! 25:12

1 year پیش25:12

25:12

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…

1
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! 41:29

1 year پیش41:29

41:29

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…

1
For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor! 24:45

1 year پیش24:45

24:45

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…

1
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. 29:33

1 year پیش29:33

29:33

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…

1
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! 29:39

1 year پیش29:39

29:39

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…

For Advisors By Advisors

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For Advisors By Advisors - Interview with Jake Ackerman, Owner & Wealth Advisor with Ackerman Financial - Act as If and Patience: What are the Two Best Pieces of Advice for a Newer Financial Advisor? 27:26

۲ years پیش27:26

27:26

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…

For Advisors By Advisors

1
For Advisors by Advisors- Why Having a Pitch Book about Your Process For Planning is Key when Speaking with Prospective Clients? 7:21

۲ years پیش7:21

7:21

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.…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Howard Davis, National Sales Director at Edison Risk - Is an External Wholesaler a Care Free Job? Maybe not so Much! 23:46

۲ years پیش23:46

23:46

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Louis Diamond, President of Diamond Consultants - What is the Evolution for a Financial Advisor? The Top Recruitment Firm Weighs In! 29:54

۲ years پیش29:54

29:54

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Derrick Kinney, CEO of Good Money Framework - What do Advisors want to hear when selling their practice? One expert weighs in! 29:02

۲ years پیش29:02

29:02

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Matt Reiner, CEO & Founder of Benjamin and Managing Partner with Capital Investment Advisors - How Robo Advisors Can’t Take the Human Element Out of Investing 24:58

۲ years پیش24:58

24:58

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Gil Baumgarten, President of Segment Wealth Management - As Advisors age, how Important is Succession Planning? Do RIAs hold more value? 31:56

۲ years پیش31:56

31:56

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting - Why a Custom CRM System is Better and Needed When… 22:38

۲ years پیش22:38

22:38

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth - How Should you View Your Referral Sources? One Advisor… 34:33

۲ years پیش34:33

34:33

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Jason Reilly, Partner at Berkshire Asset Management - Do Asset Managers like Sharing their Models? Is this the Second Coming of Napster or Spotify? 27:04

۲ years پیش27:04

27:04

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Karen Coyne, Founder of Clarity Planning - Do Financial Advisors Need to Evolve? One Experienced Advisor Thinks So! 37:07

۲ years پیش37:07

37:07

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Tony Sirianni, CEO & Publisher of AdvisorHub.- How Do You Rank vs Your Peers as a Financial Advisor? 28:56

۲ years پیش28:56

28:56

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! 38:20

۲ years پیش38:20

38:20

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Kevin McCarthy, SVP & Regional Manager of Synovus Securities - How Should Firms Decide Who Should Work with Different Client Segments? 29:06

۲ years پیش29:06

29:06

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Alanah Phillips, National Director of Recruiting for Lincoln Financial - Do You Like Your Broker Dealer? Do You Want to Break Up With It? 31:14

۲ years پیش31:14

31:14

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks! 23:33

1 year پیش23:33

23:33

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…

For Advisors By Advisors

1
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! 27:39

1 year پیش27:39

27:39

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…

For Advisors By Advisors

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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! 24:10

1 year پیش24:10

24:10

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In! 30:47

1 year پیش30:47

30:47

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…

For Advisors By Advisors

1
For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat… 29:34

۲ years پیش29:34

29:34

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…

For Advisors By Advisors

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Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks! 27:19

۲ years پیش27:19

27:19

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to… 25:28

۲ years پیش25:28

25:28

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to… 29:45

۲ years پیش29:45

29:45

For Advisors By Advisors

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For Advisors By Advisors - Interview with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing - Are all Buy In Equity Programs… 40:40

۲ years پیش40:40

40:40

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services - What do Financial Advisor Business Setups Look like? What is… 25:31

۲ years پیش25:31

25:31

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors? 27:04

۲ years پیش27:04

27:04

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…

For Advisors By Advisors

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For Advisors By Advisors - Why Doing Financial Planning with Clients In Person is a lot Better than Doing it Alone 11:45

۲ years پیش11:45

11:45

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…

For Advisors By Advisors

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For Advisor By Advisors - Interview with Michael Tutcher, Senior Managing Partner of Main Street Financial Group - Do You Play Golf? Is It Part of Your business? This Advisor Makes It So! 37:10

۲ years پیش37:10

37:10

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…

For Advisors By Advisors

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For Advisors By Advisors - Interview with Wendy Fuller VanCleve, Senior Planning Advisor, Fountain Financial Group - What are the Most Important Items to Understand when Joining the Bank Channel? 24:06

۲ years پیش24:06

24:06

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…

For Advisors By Advisors

1
Interview with Brad Mehl, Vice President and Partner of 1792 Wealth Advisors - After 20 Years in the Business, Do you have your Second Wind? 27:31

۲ years پیش27:31

27:31

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…

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For Advisors By Advisors « » For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert!

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1. For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:10:37)

3. (Cont.) For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:11:18)

For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert!

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1. For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:10:37)

3. (Cont.) For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! (00:11:18)

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For Advisors By Advisors « »
For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert!