Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

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

Squid Game: The Official Podcast

1
Keys and Knives - S3 Ep 1 26:28

11 روز پیش26:28

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پسندیدن

دوست داشته شد

26:28

Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

۳ سال پیش 28:52

MP3•خانه قسمت

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

فصل ها

1. Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:21)

3. (Cont.) Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:16:02)

87 قسمت

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

Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

For Advisors By Advisors

published ۳ سال پیش

اشتراک گذاری

MP3•خانه قسمت

فصل ها

1. Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:21)

3. (Cont.) Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:16:02)

87 قسمت

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

همه قسمت ها

For Advisors By Advisors

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

35 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…

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

37 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…

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

41 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…

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

42 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…

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

51 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…

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

1 year 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…

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

1 year 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…

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

1 year 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…

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…

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…

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…

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…

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…

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…

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

۲ years 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…

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For Advisors By Advisors « » Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

فصل ها

1. Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:21)

3. (Cont.) Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:16:02)

Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

فصل ها

1. Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:21)

3. (Cont.) Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:16:02)

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Crayola Crayons Bulk (24 Packs), Kids Back to School Essentials, Teacher Classroom Must Haves, Bulk School Supplies for Preschool & Kindergarten

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For Advisors By Advisors « »
Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions