Best Florian Mayer Podcasts (2024)

1
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! 28:56

23d ago28:56

28:56

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 makes sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a fi…

1
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! 28:05

2M ago28:05

28:05

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. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We a…

1
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! 25:12

2M ago25:12

25:12

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 in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he li…

1
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! 41:29

2M ago41:29

41:29

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 insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went d…

1
For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor! 24:45

3M ago24:45

24:45

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 what it was like educating himself in finance to finding the next thing that drives him like baseball did. He is growing a thr…

1
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. 29:33

3M ago29:33

29:33

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. We also go over how his practice charges today and what they expect that to change to in the future. Tom took hi…

1
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! 29:39

4M ago29:39

29:39

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 bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a char…

1
For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks! 23:33

4M ago23:33

23:33

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 consider. We also spent time going over the work Tom is doing to educate families on financial planning and a…

1
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! 27:39

4M ago27:39

27:39

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 arbitration cases, we went over some great stories of Advisors leaving the right and wrong way. We also went over suc…

1
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! 24:10

5M ago24:10

24:10

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 get from having a mentor is so key to financial advisors success. We also spoke about how Matt’s company …

1
For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In! 30:47

5M ago30:47

30:47

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 time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well k…

1
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 ... 29:34

6M ago29:34

29:34

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 fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We …

1
Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks! 27:19

7M ago27:19

27:19

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 “change”. We also discuss Matthew’s podcast and outside ventures helping financial advisors excel. We also spoke ab…

1
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 ... 25:28

9M ago25:28

25:28

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 topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two d…

1
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 ... 29:46

9M ago29:46

29:46

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 topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two d…

1
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 ... 40:40

9M ago40:40

40:40

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 with Gateway and how David feels this approach is different and better than other plans. We also went through wha…

1
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 ... 25:31

10M ago25:31

25:31

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 in, what happens with breakups and the effects on the partnership during those trying times. We also go over the…

1
For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors? 27:04

10M ago27:04

27:04

In this episode, we talk with Mark Gilbert, Founder & CEO at Zocks. We go over AI in the Financial Advisor space. From using Hearsay to what is next in the world of AI. We also went over the other side of these monitoring software’s and how they work with compliance. Mark has tons of experience in this space and truly dives into what innovations ha…

1
For Advisors By Advisors - Why Doing Financial Planning with Clients In Person is a lot Better than Doing it Alone 11:45

11M ago11:45

11:45

In this episode, I go over doing financial planning with clients present during the input stage and why I think it adds value to them and your relationship with them as a financial advisor. I talk through the process first and then go into how on our first meetings with clients, I like the clients to see a plan in place so they can understand how t…

1
For Advisor By Advisors - Interview with Michael Tutcher, Senior Managing Partner of Main Street Financial Group - Do You Play Golf? Is It Part of Your business? This Advisor Makes It So! 37:10

11M ago37:10

37:10

In this episode, we talk with Michael Tutcher, Senior Managing Partner of Main Street Financial Group. We talk about a variety of topics from how golf is a part of his practice, moving in the same firm from the employee channel to the independent channel, and how getting yourself in with the right people can really help you change your practice aro…

1
For Advisors By Advisors - Interview with Wendy Fuller VanCleve, Senior Planning Advisor, Fountain Financial Group - What are the Most Important Items to Understand when Joining the Bank Channel? 24:06

11M ago24:06

24:06

In this episode, we speak with Wendy Fuller VanCleve, Senior Planning Advisor with Fountain Financial Group. We went over Wendy’s change of careers from estate attorney to being a financial advisor. We went over the teams move from one bank program to another one and what that change has been like. We also talked about the benefits of who you affil…

1
Interview with Brad Mehl, Vice President and Partner of 1792 Wealth Advisors - After 20 Years in the Business, Do you have your Second Wind? 27:31

12M ago27:31

27:31

In this episode, we talk with Brad Mehl, Vice President and Partner of 1792 Wealth Advisors. We went over Brads journey from a new Financial Advisor working in the wirehouse system to eventually going independent a few years ago. We talk about what new advisors have to go through, the stressors of the business, and how getting your “Second Wind” is…

1
For Advisors By Advisors - Interview with Jake Ackerman, Owner & Wealth Advisor with Ackerman Financial - Act as If and Patience: What are the Two Best Pieces of Advice for a Newer Financial Advisor? 27:26

12M ago27:26

27:26

In this episode, we speak with Jake Ackerman, Owner & Wealth Advisor with Ackerman Financial. We went over his start in the business just 5 years ago and what has transpired. Jake went from trading for himself to deciding to enter the business as a financial advisor and took himself independent just a few years ago. We talked about a lot of things …

1
For Advisors by Advisors- Why Having a Pitch Book about Your Process For Planning is Key when Speaking with Prospective Clients? 7:21

1y ago7:21

7:21

In this episode, your host, Evan J. Mayer goes over the benefits of having a “pitch book” when discussing their process for planning, investment management, insurance, Etc. Evan dives into what is in his pitch book and how he uses it prior to walking clients through a sample financial plan. Hope you enjoy it! Did this podcast get you to take action…

1
For Advisor By Advisors - Interview with Howard Davis, National Sales Director at Edison Risk - Is an External Wholesaler a Care Free Job? Maybe not so Much! 23:46

1y ago23:46

23:46

In this episode, we talk with Howard Davis, National Sales Director of Edison Risk. We go over a bunch of topics in the wholesaling world such as what it is like to be an internal and external wholesaler. We also spoke about what options are available for in the independent space when it comes to partnering with registered agents and how the new ro…

1
For Advisor By Advisors - Interview with Louis Diamond, President of Diamond Consultants - What is the Evolution for a Financial Advisor? The Top Recruitment Firm Weighs In! 29:54

1y ago29:54

29:54

In this episode, we speak with Louis Diamond, President of Diamond Consultants. We talked with Louis on a variety of issues from broker protocol, to the evolution of the platforms, to where we are headed. We also dived into where firms want to take the next evolution of advisors and what has changed in the industry over the last 5 years. Louis has …

1
For Advisor By Advisors - Interview with Derrick Kinney, CEO of Good Money Framework - What do Advisors want to hear when selling their practice? One expert weighs in! 29:03

1y ago29:03

29:03

In this episode, we speak with Derrick Kinney, CEO of Good Money Framework. We speak on a variety of topics including when the right time is to leave the business and when Derrick chose to follow a new path. We also talk about buying practices and what is right approach when talking with potential sellers. Lastly, we dove into generosity and how de…

1
For Advisor By Advisors - Interview with Matt Reiner, CEO & Founder of Benjamin and Managing Partner with Capital Investment Advisors - How Robo Advisors Can’t Take the Human Element Out of Investing 24:58

1y ago24:58

24:58

In this episode, we speak with Matt Reiner, CEO & Founder of Benjamin and Managing Partner with Capital Investment Advisors. We talk about all things financial planning including the two companies, Wela and Benjamin and what they can do for practices throughout the world. We dived into robo-advisors and how it can never take out the human interacti…

1
For Advisor By Advisors - Interview with Gil Baumgarten, President of Segment Wealth Management - As Advisors age, how Important is Succession Planning? Do RIAs hold more value? 31:56

1y ago31:56

31:56

In this episode, we speak with Gil Baumgarten, President of Segment Wealth Management. We spoke with Gil about how he took his practice to where it is today with over $1.3 billion in AUM as the sole Financial Advisor. We spoke with Gil about succession planning, his move from the wire house to RIA, and where the future of the business is headed. We…

1
For Advisor By Advisors - Interview with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting - Why a Custom CRM System is Better and Needed When Switching ... 22:38

1y ago22:38

22:38

In this episode, we talk with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting. We went over the different CRM systems out there and what makes a custom CRM solution better for most firms. We also talked about transferring from using one CRM to another CRM system and why it is important for them …

1
For Advisor By Advisors - Interview with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth - How Should you View Your Referral Sources? One Advisor says ... 34:34

1y ago34:34

34:34

In this episode, we chat with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth. Spencer goes over how he grew his practice from a licensed banker to one of the top producers in his region. Spencer goes over the benefits of treating your referral sources like gold and why focusing on that will bring…

1
For Advisor By Advisors - Interview with Jason Reilly, Partner at Berkshire Asset Management - Do Asset Managers like Sharing their Models? Is this the Second Coming of Napster or Spotify? 27:04

1y ago27:04

27:04

In this episode, we talk with Jason Reilly, Partner at Berkshire Asset Management. We talked with Jason about a variety of topics such as growing their asset management firm, the future of SMAs, and getting on the different platform and what the process is like. We also touched on when advisors leave firms, is that a benefit or negative for asset m…

1
For Advisor By Advisors - Interview with Karen Coyne, Founder of Clarity Planning - Do Financial Advisors Need to Evolve? One Experienced Advisor Thinks So! 37:07

1+ y ago37:07

37:07

In this episode, we talk with Karen Coyne, Founder of Clarity Planning. Karen and I discuss the advice business and how it is evolving. We discussed a wide range of topics from compensation to money management, to what the next generation of Advisors coming into the business need to look out for. Karen discusses her thoughts on women in finance and…

1
For Advisor By Advisors - Interview with Tony Sirianni, CEO & Publisher of AdvisorHub.- How Do You Rank vs Your Peers as a Financial Advisor? 28:56

1+ y ago28:56

28:56

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 transparenc…

1
For Advisor By Advisors - Interview with Evan J Mayer, Podcast Host & CEO & Founder of Fortuna Wealth - How Do You Organically Grow as a Financial Advisor? Learn From an Expert! 38:20

1+ y ago38:20

38:20

In this Episode, your podcast host Evan J. Mayer gets interviewed from one of his past guest financial advisor and CFP, Nic Nielsen. Evan Talks about growing his practice through the bank channel, his journey to creating his own company, and what are the best ways to organically grow. Evan grew his practice year over year by 30% or more just buildi…

1
For Advisor By Advisors - Interview with Kevin McCarthy, SVP & Regional Manager of Synovus Securities - How Should Firms Decide Who Should Work with Different Client Segments? 29:07

1+ y ago29:07

29:07

In this episode, we talk with Kevin McCarthy, SVP & Regional Manager of Synovus Securities. Kevin is a 34-year vet and goes over his history in the business and more specific, the interworking’s of building out bank programs and restructuring them. Kevin talked about how to get the best advisor for the right client is key and that clients always ch…

1
For Advisor By Advisors - Interview with Alanah Phillips, National Director of Recruiting for Lincoln Financial - Do You Like Your Broker Dealer? Do You Want to Break Up With It? 31:14

1+ y ago31:14

31:14

In this episode, we talk with Alanah Phillips, National Director of Recruiting for Lincoln Financial. We hit on many topics like where do advisors fit on the spectrum between employees all the way down to owning your own ADV. Also, what are you doing to attract Next Gen clients? Alanah goes through her experiences in recruitment of advisors and the…

1
Interview with Shane Morrow, CEO of IronBridge Wealth Counsel - “FinTech, NextGen, and The Difference Between a Good Advisor or a Bad Advisor?” 39:02

1+ y ago39:02

39:02

In this episode, we speak with Shane Morrow, CEO of IronBridge Wealth Counsel. We talked with Shane about his history in the business and how he got his RIA put together. Shane speaks about what makes a good advisor “good” and a bad advisor “ bad”. We also spoke about fintech and where we go from here while touching on the Next Generation and what …

1
For Advisor By Advisors - Interview with Lindsey Bryant Lewis, Director and Chair of the American College Center for Women in Financial Services - Do Female Advisors Want to be Known as the Best Advisors ... 24:56

1+ y ago24:56

24:56

In this episode, we speak with Lindsey Bryant Lewis, Director and Chair of the American College Center for Women in Financial Services. We talked with Lindsey on a variety of topics mostly related to women in finance. We went over why Lindsey believes inclusion groups are the way of the future and how the older generation of advisors could really h…

1
For Advisors By Advisors - Interview with Jackie Wilke,Innovative Business Development & Practice Management with First Trust - How Do You Get in Front of Next Gen Clients? This Expert Weighs In! 36:04

1+ y ago36:04

36:04

In this episode, we talk with Jackie Wilke, Innovative Business Development & Practice Management with First Trust. Jackie goes through a wide range of topics from what you could be doing with current clients to what practices are doing to gather “Next Gen” clients. Jackie has been in practice management consulting for the last 6 years learning fro…

1
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! 33:11

1+ y ago33:11

33:11

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 bet…

1
For Advisors By Advisors - Evan J Mayer - What Goes into a Financial Advisor Opening his own Firm? What Needs to be Done? 14:15

1+ y ago14:15

14:15

In this episode, your host Evan J. Mayer goes over what he had to accomplish from the time he decided to open his own office until the day he left his current firm. What are the important things that must be done? What comes up that you didn’t expect? I go through my sixty-day process of creating our company and what was involved. I hope you enjoy …

1
For Advisors By Advisors - Interview with Jillian Altamura, Managing Director, iCapital - Do you use Structured Products & Alternatives? If so, Do you know about Simon from iCapital? 23:37

1+ y ago23:37

23:37

In this episode, we speak with Jillian Altamura, Managing Director at iCapital. Jillian goes over her career, starting as an intern with Goldman Sachs and climbing up the investment banking ladder to becoming Head of Growth at Simon Markets which was acquired by iCapital in August 2022. Jillian talks about how the spinoff happened, how Simon grew t…

1
For Advisors By Advisors - Interview with Kate Clark, Managing Partner at Cypress Capital- "How does a Firm Compensate its New Financial Advisors? What is Fair?" 29:44

1+ y ago29:44

29:44

In this episode, we speak with Kate Clark, Financial Advisor and Managing Partner of Cypress Capital. We talk about many topics such as starting your own practice and how to grow organically and inorganic. We talked about hiring new advisors and what a fair compensation structure would be. We also talk about how conversations around risk can be han…

1
For Advisors By Advisors - Interview with James E Mayer, Managing Director, Branch Manager at Huffman, Mayer, Paolo Wealth Management - “What Motivates a Financial Advisor? When that Motivation Goes ... 31:34

1+ y ago31:34

31:34

In this episode, we talk with James E. Mayer, Managing Director - Investments, Branch Manager at Huffman Mayer Paolo Wealth Management Group of Wells Fargo Advisors. We talked with James about everything about been an advisor to how he got started, to what motivates him, to where he is going in the future. We talked about a wide variety of topics t…

1
For Advisors By Advisors - Interview with Andres Pimente, EC Wealth Management - How to Empower International Clients if You are a Financial Advisor! 43:00

1+ y ago43:00

43:00

In this episode, we chat with Andres Pimentel, Financial Advisor and Founder of EC Wealth Management. Andres started as a teller before becoming a financial advisor in the bank channel and then opening his own firm. We talk about his time in the bank and the inter politics involved. We also spoke about international clients and why you really have …

1
For Advisors By Advisors- Interview with Karli Vasquez Mendez- Senior Relationship Manager, First Republic Bank- Females in Finance: Have the times changed or do we have a long way to go? 31:59

1+ y ago31:59

31:59

In this episode, we speak with Karli Vasquez-Mendez, Senior Relationship Manager, First Republic Bank. We talk about her different roles including sales assistant, Financial Advisor, Trader, and Banker. We dive into the politics of being a women in finance and the hurdles that they have to overcome. Karli goes into her history in the business and w…

1
For Advisors By Advisors - Interview with Rob Cressy, Podcast Coach, Personal Growth Coach & Inspirational Speaker - Should Financial Advisors Consider Their Own Podcast? One Expert Thinks So! 27:56

1+ y ago27:56

27:56

In this episode, we talk with Rob Cressy, Podcast Coach, Personal Growth Coach and Inspirational Speaker. We talk about everything marketing from the different courses that Rob offers for podcasting, to how to grow your brand, and how to find your voice. We talk about what Financial Advisors can do to create their own short-term content and how to …

1
For Advisors By Advisors - Interview with Jared Fisher, Director of Financial Planning Northwestern Mutual- What is it like to be a wholesaler in the financial services business? 17:15

1+ y ago17:15

17:15

In this episode, we speak with Jared Fischer, Director of Financial Planning at Northwestern Mutual. In his prior life, he was in the wholesale business for most of his career offering structured investments to Financial Advisors. He was on the internal and external roles for a few companies. Jared goes over what the day in the life of a wholesaler…

1
For Advisors By Advisors - Meditation & Money: Why All Financial Advisors Should Practice It To Be Great! 12:01

1+ y ago12:01

12:01

In this episode, I talk about transcendental meditation and how the impact effected my practice, family and life. I have been practicing since 2013 and found the impact to be profound. I go through the start of it and what I do on a day to day basis to utilize it! I hope you find this episode to be useful and maybe give it a try! Did this podcast g…

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