Podcast artwork thumbnail for For Advisors By Advisors

For Advisors By Advisors

Evan J. Mayer, Scott Brown

Booking Overview

An interview-led financial-services show focused on helping financial advisors improve their practices, with recurring guests who are industry executives, financial advisors, consultants, recruiters, money managers, and insurance professionals. Credible pitches would include senior leaders at wealth-management firms, successful advisors with distinctive growth or transition stories, and experts in advisor practice management, succession, technology, or client development; booking difficulty is medium.

Metrics

Episodes: 98

Frequency: Weekly

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

YouTube: 159 subscribers

Instagram: 760 followers

Contact Information

Publicly listed emails

info@fortunawealth.com

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Host

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.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Senior executives at wealth-management and financial-services firms, established financial advisors, advisor consultants, and recognized specialists in practice management or industry research.
Required Achievements:  
Leadership roles at established financial-services firms, Ownership or substantial growth of an advisory practice, Expertise in advisor transitions, practice value, or succession, Recognized research or consulting expertise in wealth management

Recent Guest Discussions

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.

Recent Topics

Business, Financial Services, Financial Advising, Wealth Management, Practice Management

Episodes

Here's the recent few episodes on
For Advisors By Advisors
:

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...

Similar Podcasts

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For Advisors By Advisors
:

The Complete Advisor · Medium booking difficulty · 100 - 1,000 listeners

The Magellan Network Podcast · Low booking difficulty · 100 - 1,000 listeners

Frequently asked questions

Here's some frequently asked questions for
For Advisors By Advisors
:

How do I get in touch with For Advisors By Advisors?

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.

What is the email for For Advisors By Advisors?

The publicly listed email for For Advisors By Advisors: info@fortunawealth.com.

How many listeners does For Advisors By Advisors have?

Podseeker estimates For Advisors By Advisors reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for For Advisors By Advisors?

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.

How hard is it to get booked on For Advisors By Advisors?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does For Advisors By Advisors cover?

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.

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