PODCAST · business
For Advisors By Advisors
by Evan J Mayer
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!
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96
Partner, Not Vendor: Kirk Bell on Leading Raymond James' Independent Channel
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.
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95
The Great Wealth Shift: Women, Next-gen Heirs and $54T - What Actually Changes for Your Practice
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.
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ABOUT THIS SHOW
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!
HOSTED BY
Evan J Mayer
CATEGORIES
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Frequently Asked Questions
How many episodes does For Advisors By Advisors have?
For Advisors By Advisors currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is For Advisors By Advisors about?
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...
How often does For Advisors By Advisors release new episodes?
For Advisors By Advisors has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to For Advisors By Advisors?
You can listen to For Advisors By Advisors on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts For Advisors By Advisors?
For Advisors By Advisors is created and hosted by Evan J Mayer.
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