For Advisors By Advisors

For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to Attract and Not Chase. Words of Wisdom From an Expert!

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 [https://www.linkedin.com/in/evanmayer/or] feel free to email me at foradvisorsbyadvisors@gmail.com [foradvisorsbyadvisors@gmail.com]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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, 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 [https://www.linkedin.com/in/evanmayer/or] feel free to email me at foradvisorsbyadvisors@gmail.com [foradvisorsbyadvisors@gmail.com]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In!

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 [https://www.linkedin.com/in/evanmayer/or] feel free to email me at foradvisorsbyadvisors@gmail.com [foradvisorsbyadvisors@gmail.com]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial Advisors Keep It Simple? One Industry Vet We

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 [https://www.linkedin.com/in/evanmayer/or] feel free to email me at foradvisorsbyadvisors@gmail.com [foradvisorsbyadvisors@gmail.com]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In!

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 [https://www.linkedin.com/in/evanmayer/or] feel free to email me at foradvisorsbyadvisors@gmail.com [foradvisorsbyadvisors@gmail.com]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors