For Advisors By Advisors

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 Division, for an unfiltered conversation about his first six months in the top job, being a partner and not a vendor, using AI to cut friction for advisors, and what's next for Elevate.

Kirk Bell and Scott Brown's participation in the For Advisors By Advisors podcast is independent of their activity as financial advisors with Raymond James.

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, for an unfiltered conversation about what has and hasn't changed in the four years since she was last on the show, why AI can't read the room, the great wealth shift, and why female-directed accounts are driving referrals.

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 conversation about twenty-two years in the wirehouses before building a branch of his own, why he walked away as a founding partner of Concurrent once the private equity conversation started, the phone call that kept him at Raymond James with all of his advisors intact, and why enterprise value is the North Star for an advisor's practice.

Bob Milligan and Scott Brown's participation in the For Advisors By Advisors podcast is independent of their activity as a financial advisor with 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 about the independent-to-independent move almost nobody makes, why he committed to Raymond James before there was ever an offer on the table, the contract language that forced him to leave his group behind, and moving $350 million with licenses transferred in 45 minutes and 99% of assets following inside 30 days.

Nic Nielsen's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.

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, from the survey process and the verification of quantitative data back to the firm, to the live conversation every advisor under consideration gets with the research team, to the roughly 1,400 in-person interviews SHOOK runs each year to dig into the softer side of a practice, and why portfolio performance and product selection are never part of the review at all.

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 unfiltered conversation about a career where almost every firm change was somebody else's decision, the FDIC knocking on the door the week their bank went under, why leaving the employee side was taboo inside the branch, and why the answer was always Raymond James.

Oscar Castellanos and Melvin Perez's participation in the For Advisors By Advisors podcast is independent of their activity as financial advisors with Raymond James.

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 Truist to go independent with Raymond James bringing over 95% of their book in under 90 days. They share why they left, what D-Day was really like, and why they'd never go back.

Richard Knight and Brent Detweiler's participation in the For Advisors By Advisors podcast is independent of their activity as financial advisors with Raymond James.

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 fantasy football talk. Twenty years of draft strategy, sleepers, busts, and stories from inside the press box.

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. Tony breaks down the private equity gold rush reshaping wealth management, who's left to buy when valuations hit 20x, and how AI is changing what advisors are worth.

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 insurance world to the independent channel.

Tiago Lima's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.