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Why a Successful and Growing Bank Advisor Left for Independence? Evan Mayer's Unique Story (029)
I'm joined by Evan Mayer as he describes his transition from a top producing bank advisor at SunTrust Bank (Truist) to independence with Raymond James in 2019.
Featured guest: Evan Mayer, CFP®, CRPC®, CWS®, Founder and CEO of Fortuna Wealth, and podcast host (For Advisors by Advisors)
Evan shares why he chose independence, his perception of the "brands," and his desire for more flexibility and freedom in how he runs his business.
Evan's invaluable advice for bank advisors that are familiar with his former situation.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
I'm joined by Evan Mayer as he describes his transition from a top producing bank advisor at SunTrust Bank (Truist) to independence with Raymond James in 2019.
Featured guest: Evan Mayer, CFP®, CRPC®, CWS®, Founder and CEO of Fortuna Wealth, and podcast host (For Advisors by Advisors)
Evan shares why he chose independence, his perception of the "brands," and his desire for more flexibility and freedom in how he runs his business.
Evan's invaluable advice for bank advisors that are familiar with his former situation.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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