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 Raymond James.

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.

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 practice.

Bob Milligan and Scott Brown's participation in the For Advisors By Advisors podcast is independent of their activity as a financial advisor with Raymond James.