For Advisors By Advisors
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!
Episodes
87 episodes
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 ...
•
Season 3
•
Episode 14
•
38:05
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 ide...
•
Season 3
•
Episode 13
•
50:42
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 ...
•
Season 3
•
Episode 12
•
30:50
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 financia...
•
Season 3
•
Episode 11
•
27:59
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 offer...
•
Season 3
•
Episode 10
•
20:30
For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly!
In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segme...
•
Season 3
•
Episode 9
•
23:27
For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth!
In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also...
•
Season 3
•
Episode 8
•
24:33
For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model
In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also ...
•
Season 3
•
Episode 7
•
24:20
For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In!
In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another?...
•
Season 3
•
Episode 7
•
28:56
For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His!
In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. ...
•
28:05
For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!
In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history...
•
Season 3
•
Episode 5
•
25:12
For Advisor By Advisors - Interview with Elan Moas, Author & Universal Life Insurance Whistleblower - Will the Universal Life Policies Written in the Past Blow Up? One Whistleblower Explains!
In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insuran...
•
Season 3
•
Episode 4
•
41:29
For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor!
In this episode, we talk with Jacob Turner, Co-Founder, Moment Private Wealth. Jacob was once a major league baseball player for 11 seasons. Since then, he has found his new passion as a financial advisor. Jacob talks about wh...
•
Season 3
•
Episode 3
•
24:45
For Advisor By Advisors - Interview with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth - Why Financial Advisors Should Use Social Media and Start a Podcast.
In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business.&nb...
•
Season 3
•
Episode 2
•
29:33
For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund!
In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive ban...
•
Season 3
•
Episode 1
•
29:39
For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks!
In this episode, we talk with Tom Henske, CFP, Founder, Total Cents. We went over Sunsetting from the business and what the future holds for Tom going forward. We went over his career in the business and discussed what newer advisors should con...
•
Season 2
•
Episode 31
•
23:33
For Advisors By Advisors - Interview with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC - When a Financial Advisor Leaves Firms, Arbitration Can Happen! One Expert Weighs In!
In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC. We go over his history in the business, how the business has changed, and where advisors are going now a days. As an expert witness in...
•
Season 2
•
Episode 30
•
27:39
For Advisor By Advisors - Interview with Matt Landon, Interim CEO, Semmax Financial Group - How Often Should Financial Advisors Analyze Their Business Model? One New CEO Weighs In!
In this episode, we speak with Matt Landon, Interim CEO, Semmax Financial Group. We go over a wide array of topics like what it is like to just get licensed 6 years ago and then hop into the CEO role. We also speak about the experience that you...
•
Season 2
•
Episode 29
•
24:10
For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In!
In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent ti...
•
Season 2
•
Episode 28
•
30:47
For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee Approach? One Expert Weighs In!
In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat f...
•
Season 2
•
Episode 27
•
29:34
Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks!
In this episode, we talk with Matthew Jarvis, Co-Founder of The Perfect RIA. We go over Matthew’s time in the business, from starting out with his father, to how during the 2008 crises his world changed, and he decided to go all in on “ch...
•
Season 2
•
Episode 26
•
27:19
For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to Others! Part 2
In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these to...
•
Season 2
•
Episode 25
•
25:28
For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to Others! Part 1
In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these to...
•
Season 2
•
Episode 24
•
29:45
For Advisors By Advisors - Interview with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing - Are all Buy In Equity Programs the Same? This Founder Says No.
In this episode, we talk with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing. We spent a lot of time talking about the new buy in plan the financial advisors have w...
•
Season 2
•
Episode 23
•
40:40
For Advisor By Advisors - Interview with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services - What do Financial Advisor Business Setups Look like? What is the Best Way to Move Forward?
In this episode, we talk with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services. We go over the different business structures advisors use to go independent, what happens when you bring new partners ...
•
Season 2
•
Episode 22
•
25:31