The Perfect RIA cover image

The Perfect RIA

Harnessing Consistency for Success with Guest Evan Mayer

Nov 1, 2023
22:56

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and inspire financial advisors, emphasizing the power of candid discussions over scripted dialogues. He reveals key takeaways from interviewing advisors managing a spectrum of assets, highlighting that success isn't solely measured by AUM. Evan's insights shed light on effective time management, the pivotal shift to a client-centric approach, and the transformative impact of consistency and balance in both professional and personal realms.

https://bit.ly/3S3MXze

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