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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.

For advisors considering independence, this episode is full of real-world perspective. Evan J. Mayer sits down with Paul Wood of Agility Wealth Management to talk about why advisors leave wirehouses, what holds them back, and how the right independent platform can create room for growth. They also discuss recruiting, succession, private equity, RIA models, and what it takes to support advisors across multiple locations. Paul Wood's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.

FABA is back — and we brought a (potential) co-host. In this Season 3 kickoff of For Advisors By Advisors, host Evan J. Mayer sits down with longtime friend and fellow advisor Scott Brown of Edgewater Family Wealth for an unfiltered, "in-the-trenches" conversation between two advisors who've seen it all — the wins, the mistakes, the home-office headaches, and everything in between. This one we're calling a "Standard Deviance" episode — less polished, more honest, and built for advisors who are tired of the same recycled industry talking points. Scott Brown's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.

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 it valuable!   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 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.  I hope you enjoy this extended conversation!   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 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