Episodes: 98
Frequency: Weekly
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 159 subscribers
Instagram: 760 followers
Publicly listed emails
info@fortunawealth.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Evan J. Mayer - Host of a show focused on financial-advisor practices, industry developments, and ideas for serving clients more effectively.
Scott Brown - Co-host participating in conversations with financial advisors and leaders across the wealth-management industry.
Kirk Bell - Leadership Of The Independent Advisor Channel, Partnering With Advisors, Artificial Intelligence, And The Future Of The Elevate Platform.
Jackie Wilke - The Transfer Of Wealth To Women And Next-generation Heirs, Female-directed Accounts, Referrals, And The Practical Limits Of Artificial Intelligence In Client Relationships.
Bob Milligan - Building An Advisory Practice, Private-equity Decisions, Advisor Retention, Firm Ownership, And Enterprise Value.
Nic Nielsen - Moving From One Independent Broker-dealer To Another, Transition Planning, Contracts, Licensing, And Retaining Client Assets.
Molly Bennard - Advisor Rankings, Quantitative Data Verification, Qualitative Evaluations, Client-service Practices, And The SHOOK Research Process.
Partner, Not Vendor: Kirk Bell on Leading Raymond James' Independent Channel
September 29, 2026
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 Raymon...
The Great Wealth Shift: Women, Next-gen Heirs and $54T - What Actually Changes for Your Practice
September 22, 2026
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.
How One Advisor Turned Down the Private Equity Check Everyone Else Took
September 09, 2026
In this episode of For Advisors By Advisors, host Evan J. Mayer and co-host Scott Brown sit down with Bob Milligan, owner of 1792 Wealth Advisors, for an unfiltered conversation about twenty-two years in the wirehouses before building a branch of his own, why he walked away as a founding partner of Concurrent once the private equity conversation started, the phone call that kept him at Raymond James with all of his advisors intact, and why enterprise value is the North Star for an advisor's p...
The Complete Advisor · Medium booking difficulty · 100 - 1,000 listeners
The Magellan Network Podcast · Low booking difficulty · 100 - 1,000 listeners
For Advisors By Advisors is hosted by Evan J. Mayer and Scott Brown. Its publicly listed email is info@fortunawealth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for For Advisors By Advisors: info@fortunawealth.com.
Podseeker estimates For Advisors By Advisors reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
For Advisors By Advisors typically books industry leaders. Typical guest background: Senior executives at wealth-management and financial-services firms, established financial advisors, advisor consultants, and recognized specialists in practice management or industry research. Common among recent guests: Leadership roles at established financial-services firms; Ownership or substantial growth of an advisory practice; Expertise in advisor transitions, practice value, or succession. Recent guests include Kirk Bell, Jackie Wilke, and Bob Milligan.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Business, Financial Services, Financial Advising, Wealth Management, and Practice Management. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
info@fortunawealth.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings