For Advisors By Advisors

Partner, Not Vendor: Kirk Bell on Leading Raymond James' Independent Channel

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 Divisi

The Great Wealth Shift: Women, Next-gen Heirs and $54T - What Actually Changes for Your Practice

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,

How One Advisor Turned Down the Private Equity Check Everyone Else Took

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 conve

Independent to Independent: How a Financial Advisor Made the Journey from LPL to Raymond James

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

Inside SHOOK Research with The CEO

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, f

How Two Advisors Left the Wire House to go Independent as Their OSJ went RIA

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 u

How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days

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 Truis

No Finance, Just Football: Draft Season with CBS's Jamey Eisenberg

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

Interview with Tony Sirianni, CEO of AdvisorHub on PE, Gold Rush, AI, and the Future of Wealth Mgmt.

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. To

How a Northwestern Mutual Advisor Quadrupled in Just 3 Years by Going Independent

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 insur

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,

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.

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

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

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 wher

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 Others! Part 2

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

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 Others! Part 1

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

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

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 wireh

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

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, Et

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!

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

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!

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 t

For Advisors By Advisors - Interview with Jillian Altamura, Managing Director, iCapital - Do you use Structured Products & Alternatives? If so, Do you know about Simon from iCapital?

In this episode, we speak with Jillian Altamura, Managing Director at iCapital.  Jillian goes over her career, starting as an intern with Goldman Sachs and climbing up th