Những podcast Evan J Mayer hay nhất (2024)

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063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini 27:50

18d ago27:50

27:50

In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process: Paavan discusses how wo…

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062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth 20:27

1M ago20:27

20:27

In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industr…

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061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab 32:38

2M ago32:38

32:38

In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engi…

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060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success 30:29

2M ago30:29

30:29

In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm. Frank's Journey: From Financial Services to Consulting Career Beginnings: H…

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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 ... 20:30

2M ago20:30

20:30

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 offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …

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059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders 30:58

2M ago30:58

30:58

In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success. Mike's Journey: From Financial Services to Authority Positioning Career Beginnings: Began his career in the financial services field,…

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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! 23:27

2M ago23:27

23:27

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 segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …

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058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed 41:12

2M ago41:12

41:12

In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…

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057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski 29:45

3M ago29:45

29:45

In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …

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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! 24:33

3M ago24:33

24:33

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 spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…

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056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein 31:00

3M ago31:00

31:00

In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…

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055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark 33:06

3M ago33:06

33:06

In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …

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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 24:20

4M ago24:20

24:20

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 spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…

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054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko 25:26

4M ago25:26

25:26

In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understandi…

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053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden 28:42

4M ago28:42

28:42

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert…

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052: [Author Interview] The Tax-Smart Retiree with Phil Putney 26:30

4M ago26:30

26:30

In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. Fr…

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051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast 3:27

4M ago3:27

3:27

Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.…

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050: Efficient Estate Settlements with Josh Yager 31:02

5M ago31:02

31:02

In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From…

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049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice 27:51

5M ago27:51

27:51

In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Finan…

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048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham 26:00

5M ago26:00

26:00

In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his up…

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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

5M 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 make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a fin…

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047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan 23:28

6M ago23:28

23:28

In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In…

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046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett 27:23

6M ago27:23

27:23

In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: …

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045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator 23:12

6M ago23:12

23:12

In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisf…

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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

6M 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…

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044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini 5:11

6M ago5:11

5:11

Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a li…

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043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini 26:27

6M ago26:27

26:27

In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and fina…

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042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated 5:15

6M ago5:15

5:15

This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host: Paul G. McManu…

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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

6M 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…

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041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti 20:02

7M ago20:02

20:02

In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They …

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040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson 44:16

7M ago44:16

44:16

In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Res…

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039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna 4:52

7M ago4:52

4:52

Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model des…

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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

7M 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…

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038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman 22:06

7M ago22:06

22:06

In this episode, I have the pleasure of hosting Tina Pittman, the author of "Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management." Tina will share valuable insights and transformative strategies from her book. Together, we'll explore the vital importance of managing cash flow for business success. Beyond being a gu…

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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

7M 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…

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037: Revolutionizing Wealth Management: Insights from 'Wealth Unleashed' with Jim Lavorgna 25:13

8M ago25:13

25:13

In this episode, I have the pleasure of hosting Jim Lavorgna, the author of "Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and their Advisors." Our discussion is set to be insightful as we dive into Jim's unique insights and the innovative strategies outlined in his book. Jim is also a valued client. He'll …

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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

8M 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…

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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

8M 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…

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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

9M 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…

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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

9M 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…

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036: Podcasting Secrets for Financial Advisors: Building Authority and Attracting High-Value Clients with Matt Halloran 47:32

9M ago47:32

47:32

In this episode, I have the pleasure of hosting Matt Halloran, co-founder of Proud Mouth, a trailblazing company redefining the marketing landscape for financial advisors through the strategic use of podcasting. Join us as we delve into how Matt's innovative approach is revolutionizing the way financial advisors build influence and authority in the…

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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

9M 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 …

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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

9M 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…

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035: The AI Revolution in Accounting: Sean Rogers' Blueprint for the Future 34:56

10M ago34:56

34:56

In this episode, my guest is Sean Rogers, President and Founder of Digital Financial Officers, a company revolutionizing small business accounting and finance through AI and technology. Discover how Sean's innovative platform is transforming the way CPAs and financial advisors serve their clients. The insights he shares during this episode will be …

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034: Ray Kelly on Transformative Leadership for Building Billion-Dollar Wealth Management Firms 46:20

10M ago46:20

46:20

In this episode, I'm excited to welcome leadership expert Ray Kelly to the show. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career to empowering financial advisors and executives with unparalleled leadership skills. His unique approach has transformed countless careers and companies, making him…

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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

10M 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 …

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033: Podcasting for Influence: Amplifying Your Financial Expertise with Mike Langford 1:00:20

10M ago1:00:20

1:00:20

In this episode, I'm thrilled to welcome podcasting industry expert Mike Langford. As the CEO of a top podcast production company and the host of multiple successful shows, Mike has extensive knowledge of using podcasting to boost your brand. Mike is an expert in leveraging podcasting as a powerful marketing tool. He knows how to use it to build au…

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032: NEW AUDIOBOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients" 1:02:30

10M ago1:02:30

1:02:30

From Author to Authority is a groundbreaking book that empowers financial authors to leverage the full potential of LinkedIn to amplify their visibility, establish themselves as industry thought leaders, and attract high-value clients. Authored by Paul G. McManus, a renowned LinkedIn marketing expert with a proven track record of helping financial …

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031: The Inside Story of Marketing the World's Top-Selling Financial Book with Shane Hackett 49:52

10M ago49:52

49:52

In this episode, I am thrilled to have a fellow book marketing expert on the show. Shane Hackett is here to share his insights and strategies that have helped generate millions of dollars in assets under management for his clients. With a profound understanding of integrated marketing and a consistent track record of success, Shane has repeatedly d…

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030: Marketing Magic: Tina Beck and the Financial Advisor Success Syndicate (FASS) 41:42

11M ago41:42

41:42

In this episode, I welcome Tina Beck back to the show. Tina is the Chief Marketing Officer at Elite Consulting Partners, the president of Elite Marketing Concepts, and a founding member of the Financial Advisor Success Syndicate. With over 25 years of experience in financial services marketing, Tina has collaborated closely with independent advisor…

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