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Podcast: The Influential Advisor
Episode: 062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth
Description: 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 industry.Evan's Journey: From Bank Channel to IndependenceCareer Beginnings: Evan spent 16 years in the bank channel before going independent in 2019.Transition to Independence: He discusses the benefits and challenges of moving from an employee...