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For Advisors By Advisors

For Advisors By Advisors

Hosted by Evan J Mayer

Episodes

93

Latest episode

Aug 2026

Language

EN

About the 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!

Listen to episodes

60 recent
August 11, 2026Episode 731 min

How Two Advisors Left the Wire House to go Independent as Their OSJ went RIA

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 somebody else's decision, the FDIC knocking on the door the week their bank went under, why leaving the employee side was taboo inside the branch, and why the answer was always Raymond James. Oscar Castellanos and Melvin Perez's participation in the For Advisors By Advisors podcast is independent of their activity as financial advisors with Raymond James.

July 28, 2026Episode 633 min

How a $300M Team Left the Bank and Grew Past Their Old AUM in 90 Days

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 90 days. They share why they left, what D-Day was really like, and why they'd never go back. Richard Knight and Brent Detweiler's participation in the For Advisors By Advisors podcast is independent of their activity as financial advisors with Raymond James.

July 21, 2026Episode 545 min

No Finance, Just Football: Draft Season with CBS's Jamey Eisenberg

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 stories from inside the press box.

July 13, 2026Episode 436 min

Interview with Tony Sirianni, CEO of AdvisorHub on PE, Gold Rush, AI, and the Future of Wealth Mgmt.

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 left to buy when valuations hit 20x, and how AI is changing what advisors are worth.

June 29, 2026Episode 335 min

How a Northwestern Mutual Advisor Quadrupled in Just 3 Years by Going Independent

Evan J. Mayer sits down with Tiago Lima, partner at Sovereign Wealth Strategy Group out of Colorado Springs, the first FABA guest who made the leap from the captive insurance world to the independent channel. Tiago Lima's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.

September 21, 2022Episode 1421 min

The Day A Financial Advisor Leaves His Firm For Another Firm

In this episode, I go over the day I resigned from my previous firm and joined our new broker dealer. I go over the emotions, the preparation, and the chain of events of that long day plus the following days. It is a move that most advisors make in their career and I thought I would share my experiences. 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 feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

December 14, 2022Episode 3833 min

For Advisors By Advisors - Interview with William Youngerman, Owner of William Youngerman Inc since 1967 - Do you own Gold or other precious metals? What one industry pro recommends!

In this episode, we speak with Bill Youngerman, Owner and Founder Of Bill Youngerman Inc since 1967. We discuss how to buy precious metals as well as when it’s a good time to sell. We talk with Bill about his history through the business and what to look out for when buying precious metals. Bill dove into some of his thoughts on the differences between coins, bullion, collectables, and currency. Bill has a huge passion for what he does and adds a lot of insight. 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 feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

October 21, 2022Episode 2330 min

Interview with Brad Wales, Founder of Transition to RIA- How Big Do You Have To Be To Transition to an RIA Or Should You Open Your Own?

In this episode, we speak with Brad Wales, Owner and Founder of TransitiontoRIA.com. We talk with Brad about the process of finding out if an RIA model is right for the Financial Advisor. We also go into if you should open your own and if you should join an existing RIA. Brad brings 20 years of experience in operations, sales, and custody that allows him to dive deep into what the advisor wants and what is the best fit for the Advisor. 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 feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

January 18, 2023Episode 528 min

For Advisor By Advisors - Interview with Tony Sirianni, CEO & Publisher of AdvisorHub.- How Do You Rank vs Your Peers as a Financial Advisor?

In this episode, we talk with Tony Sirianni, CEO and Publisher of Advisor Hub. Tony has been in our business 31 years first as an Advisor, Then as a manager, and then starting two RIAs in Steward Partners and Kestra, and now as the CEO of Advisor Hub. We talked with Tony about many topics including Advisors on the move, enforcement, and transparency in the business. We also spoke about the new Advisors to Watch lists created by Advisor Hub to not just highlight AUM, but other factors to rank financial advisors that are doing things the right way. I 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 feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

October 24, 2022Episode 2431 min

For Advisors By Advisors - Interview with Penny Phillips - The Questions all Financial Advisors Should Ask About Their Practice with Penny Phillips

In this episode, we talk with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. Penny dives deep into the financial advisor world from what is your X factor, how to prepare your clients for what your vision is, and selling your practice. She also goes through 1099 and W2 and how the industry could be changing. She goes into the RIA world and the new vision she is creating inside Journey Strategic Wealth while jumping into the problems with private equity and venture capital coming into the financial advisor space and what to steer clear of. This was a truly impactful conversation. 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 feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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