For Advisors By Advisors

Evan J Mayer
  • 5.0 (10)
  • INVESTING
  • UPDATED WEEKLY
For Advisors By Advisors

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!

  1. NOV 6

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

    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...

    38 min

  2. OCT 24

    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?

    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. ...

    51 min

  3. SEP 24

    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!

    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 ...

    31 min

  4. SEP 17

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

    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 ca...

    28 min

  5. JUL 17

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

    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 ac...

    21 min

  6. JUL 3

    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!

    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 fe...

    23 min

  7. JUN 5

    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!

    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 al...

    25 min

  8. MAY 22

    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

    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 organiz...

    24 min
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5
out of 5
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About

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!

Information

  • Creator
    Evan J Mayer
  • Years Active
    2022 - 2024
  • Episodes
    87
  • Rating
    Clean
  • Copyright
    © 2024 For Advisors By Advisors
  • Show Website
    For Advisors By Advisors

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