For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors