by Evan J Mayer
<p>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 professionals. Come Join and grow with us!</p>
Language
🇺🇲
Publishing Since
8/9/2022
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November 6, 2024
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...
October 24, 2024
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. ...
September 24, 2024
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 ...
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Michael Kitces
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Blind Nil Audio
Barron's Advisor
The Compound
The Compound
Andy Panko
The Compound
Carson Investment Research
Brian Preston and Bo Hanson
Taylor Schulte, CFP®
Mike Jesowshek, CPA
Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti
Barstool Sports
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