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For Advisors By Advisors

Evan J Mayer
Raymond James
Artificial Intelligence
Private Equity
Wealth Management
Fantasy Football
CBS Sports
Fortuna Wealth
RJFS
Agility Wealth Management
Northwestern Mutual
Advisorhub
Sovereign Wealth Strategy Group
Independent Platform
Recruiting Advisors
CFP Designation

For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance... more

PublishesTwice monthlyEpisodes93Founded4 years ago
Number of ListenersCategories
CareersBusinessInvesting

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Artwork for For Advisors By Advisors

Latest Episodes

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 somebod... more

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 ... more

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 sto... more

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 l... more

Key Facts

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Recent Guests

Brent Detweiler
Fortuna Wealth advisor, joined April 1
Fortuna Wealth
Episode: How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days
Richard Knight
Fortuna Wealth advisor, joined April 1
Fortuna Wealth
Episode: How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days
Jamey Eisenberg
Senior fantasy writer for CBS Sports, long-time NFL and college sports analyst
CBS Sports
Episode: No Finance, Just Football: Draft Season with CBS's Jamey Eisenberg
Tony Sirianni
CEO and publisher, AdvisorHub
AdvisorHub
Episode: Interview with Tony Sirianni, CEO of AdvisorHub on PE, Gold Rush, AI, and the Future of Wealth Mgmt.
Tiago Lima
Partner with Sovereign Wealth Strategy Group, formerly Northwestern Mutual advisor
Sovereign Wealth Strategy Group; Raymond James
Episode: How a Northwestern Mutual Advisor Quadrupled in Just 3 Years by Going Independent
Paul Wood
Branch owner on the Raymond James Independent Platform; CEO of Agility Wealth Management; top producer
Raymond James
Episode: How Paul Wood Built One of Raymond James’ Largest Independent Branches
Scott Brown
Invited guest and potential co-host
Edgewater Family Wealth
Episode: For Advisors By Advisors - AI, Independence & The Future of Advice - The Standard Deviance

Host

Evan J. Mayer
Host of For Advisors By Advisors

Reviews

5.0 out of 5 stars from 21 ratings
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United States2 years ago
  • Authentic and insightful

    Great podcast, author is authentic and asks good questions and the guests are not white washed giving insightful information for advisors.

    Apple Podcasts
    5
    nwillz828
    United States3 years ago
  • Fantastic Content

    This podcast does a great job of covering topics they aren’t regularly discussed. Appreciate you bringing light to the advisor community and helping us all get up the curve.

    Apple Podcasts
    5
    Cheeseywrink214
    United States4 years ago
  • Review

    Really enjoying the diverse nature and guests that are on so far. Definitely following and looking forward to more!

    Apple Podcasts
    5
    MrFrank19
    United States4 years ago
  • Amazing and real

    Best podcast for financial advisors out there!

    Apple Podcasts
    5
    Eazynave
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the authentic, insightful approach and practical takeaways.
The show stands out for covering topics less discussed in the advisor space.
Guests are diverse and not overly polished, delivering real-world value.

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Talking Points

Recent interactions between the hosts and their guests.

How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days
Q: What part of joining Fortuna Wealth helped the transition the most?
Joining Fortuna Wealth provided an established platform, credible branding, and robust back-office support, which reduced complexity and allowed the team to focus on clients and growth.
How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days
Q: What was the biggest obstacle during the transition and how did you overcome it?
The biggest hurdle was the internal changes and ensuring the team could move together, including handling client communications and licensing; having a clear plan, healthy expectations, and support from the new OSJ helped overcome these challenges.
How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days
Q: Why pursue independence specifically rather than moving to another bank or wirehouse?
We felt there were fundamental conflicts with being an employee, especially around control, fiduciary duty, and client-first service; independence allowed us to operate with a high moral/ethical standard and fiduciary responsibility.
No Finance, Just Football: Draft Season with CBS's Jamey Eisenberg
Q: How would you describe your drafting philosophy and how it evolves during a season?
He discusses drafting as a living, unfolding process, using tiers and value pockets, and balancing ADP with league history to find positional advantages, especially at quarterback and tight end.
No Finance, Just Football: Draft Season with CBS's Jamey Eisenberg
Q: What inspired you to get into fantasy football, and how did your journalism background influence your approach?
The guest explains that his time covering college sports and local teams gave him access to players and coaches, which shaped his unique angle on fantasy football—focusing on the personal side and intangibles as much as the stats.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About For Advisors By Advisors

What is For Advisors By Advisors about and what kind of topics does it cover?

This show targets financial professionals aiming to improve advisory practices through practical, real-world insights on independence, technology, and industry dynamics. Episodes frequently cover transitioning to independent models, growth strategies for advisory firms, AI and tech-enabled client service, and trends shaping wealth management, private equity involvement, and compensation structures. A notable strength is candid, practitioner-focused discussions with leaders and experienced practitioners, offering actionable tips for building scalable, client-centric practices. The format often blends career journeys, strategy, and leadership lessons, making it helpful for listeners evaluating what it takes to grow a modern advisory business.... more

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Which podcasts are similar to For Advisors By Advisors?

These podcasts share a similar audience with For Advisors By Advisors:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Perfect RIA
4. Talking Wealth
5. Barron's Advisor

How many episodes of For Advisors By Advisors are there?

For Advisors By Advisors launched 4 years ago and published 93 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on For Advisors By Advisors?

Recent guests on For Advisors By Advisors include:

1. Brent Detweiler
2. Richard Knight
3. Jamey Eisenberg
4. Tony Sirianni
5. Tiago Lima
6. Paul Wood
7. Scott Brown

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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