Marketing Wealth

In this episode, Casey Bates shares his extensive experience in the RIA industry, from its early days to current trends. He discusses industry evolution, organic growth strategies, and how firms can scale effectively without over-reliance on mergers and acquisitions. Chapters 00:00 Introduction to RIA Consulting and Growth Strategies 03:41 The Evolution of the RIA Space 10:06 Scaling and the Impac...

In this conversation, Maurilio Amorim and Spencer Ogden discuss the intricacies of business investment strategies, particularly for business owners. They explore the mindset of entrepreneurs, common mistakes made when investing outside their businesses, and the importance of long-term thinking. Ogden emphasizes the need for business owners to evaluate investment opportunities based on return and l...

In this conversation, Eric Cascio, founder and CEO of Golden Tree Wealth Partners, discusses the evolution of his business, which provides fractional CFO services, tax, and accounting solutions to businesses in hyper growth or distress. He shares insights on the challenges faced by business owners, the importance of management infrastructure, and the need for tough conversations regarding team dyn...

In this conversation, Maurilio Amorim and David Itzkovits discuss the transformative impact of AI on the financial services industry. David shares insights on the early adoption of AI, the challenges firms face in integrating these technologies, and the importance of tailored training for financial professionals. They emphasize the urgency for firms to adopt AI to remain competitive and the potent...

In this conversation, Maurilio Amorim interviews David Kahn, co-creator of Wealth Fluent, a platform designed to simplify financial management for families and individuals. They discuss the inspiration behind Wealth Fluent, the challenges of managing multiple financial accounts, and how AI is integrated into the platform to provide personalized financial insights. David shares insights on the targ...

In this conversation, Hunter Albright, Chief Revenue Officer at Salt Lending, discusses the innovative approach of crypto-backed loans, the evolution of digital assets, and the importance of financial literacy in leveraging these new financial tools. He shares insights on the customer base, marketing strategies, and the future of crypto lending, emphasizing the need for education and understanding...

In this conversation, Maggie Nielsen, co-founder of Purse Strings, discusses the importance of empowering women in financial decision-making. She shares the inspiration behind Purse Strings, a platform designed to connect women with financial, legal and other professionals who understand their unique needs. The discussion covers the challenges women face in the financial industry, the importance o...

In this episode of Marketing Wealth, Maurilio Amorim interviews Laura DeGraff, Chief Marketing Officer at Alden Investment Group. They discuss Laura's transition from Barclays to a boutique investment firm, the importance of targeting diverse audiences, and the role of technology in advisor recruitment. Laura emphasizes the need for transparency in marketing, the effectiveness of digital strategie...

In this conversation, Lee Calfo, CEO of Alden Investment Group, shares insights into the unique business model of Alden, which serves high net worth clients, advisors, and institutions. He discusses his journey into finance, the importance of technology in delivering financial services, and how Alden differentiates itself through client support and a focus on financial education. The conversation...

In this conversation, Josh Notes from Sustained CFO shares his journey to becoming a fractional CFO and the importance of financial management for entrepreneurs. He discusses common blind spots that business owners face, the significance of early financial planning, and the mistakes often made when raising capital. Josh emphasizes the role of a CFO in business growth, the need for trust in financi...

In this episode of the Marketing Wealth Podcast, Josh Flade shares his journey in the wealth management industry, discussing the importance of experience, trust, and outsourcing in financial advisory. He emphasizes the need for financial advisors to focus on client relationships while leveraging external expertise for investment management. The conversation also touches on growth strategies for we...

In this conversation, Maurilio Amorim and Jon Randall discuss the evolving landscape of wealth management and the challenges faced by financial advisors. Jon shares insights on how to identify constraints that hinder growth, the importance of client optimization, and strategies for increasing revenue. They also explore generational shifts in investment preferences and effective client acquisition...

In this conversation, Alan Reid shares his extensive experience in the financial services industry, emphasizing the importance of innovation and technology in driving change. He discusses the challenges of legacy systems and regulations, the potential of cryptocurrencies, and the need for transparency in shareholder engagement. Reid highlights the evolving landscape of finance and the opportunitie...

In this conversation, Maurilio Amorim interviews Aaron Giles, founder of Agile Consulting, about the complexities of sales tax consulting. Aaron shares his unique journey from data entry to establishing a successful firm that specializes in sales tax recovery and compliance. The discussion covers common misconceptions about sales tax, particularly for nonprofits, the hidden costs associated with u...

In this episode, Maurilio Amorim interviews Alex, the founder of Sphere, who shares her journey from technology to finance, focusing on climate-friendly investing. Alex discusses the challenges of integrating sustainable options into 401k plans, the development of the Sphere 500 Climate Fund, and the importance of shareholder voting in promoting climate action. She emphasizes the need for transpar...

In this conversation, Geoff Stuhr shares the journey of Smart Asset Capital, detailing the evolution from residential real estate investments to a focus on industrial properties. He discusses the importance of cash flow, the ideal investor profile, and the company's future vision, emphasizing community impact and value creation for both investors and tenants.

In this conversation, Maurilio Amorim interviews Andy Frye, the owner of Pronto Tax, discussing the evolution of the tax preparation business, the importance of client relationships, and the impact of technology on the industry. They explore how Pronto Tax has adapted to changes in the market, focusing on affordability, referrals, and the shift to online training for tax professionals. Andy shares...

In this conversation, Maurilio Amorim interviews Bryan Courchesne, founder of DAIM the first advisory firm focused on cryptocurrency. They discuss the evolution of crypto investment, the importance of regulatory compliance, and the need for professional guidance in managing crypto assets. Bryan shares insights on portfolio diversification with Bitcoin, the challenges of tax implications, and the f...

In this episode of the Marketing Wealth Podcast, host Maurilio Amorim interviews Alan Snyder, CEO of aShareX, a platform that democratizes access to alternative assets through fractional ownership. Alan shares his extensive background in financial services and innovation, discussing the need for a more inclusive investment landscape. The conversation delves into the mechanics of the ASHAREX platfo...

In this episode of Marketing Wealth, Maurilio Amorim interviews Jessica Weaver, a bestselling author and founder of the Women's Wealth Boutique. They discuss Jessica's journey in the financial industry, her passion for empowering women, and the importance of creating a supportive environment for female clients. The conversation covers the multifaceted nature of Jessica's business, her insights on...

In this episode, Maurilio Amorim interviews Matt Ruttenberg, co-owner of Life Inc. Retirement Services, who shares his journey from a financial advisor to building a national retirement services firm. The conversation covers the importance of niche specialization, the impact of COVID on client interactions, and effective client acquisition strategies. Matt emphasizes the need for flexibility in th...

In this conversation, Jenna Kozodoy shares her inspiring journey from a lower-middle-class upbringing to becoming the co-founder of Wealthrive, a wealth management company focused on serving entrepreneurs. She discusses the unique challenges faced by entrepreneurs in managing their wealth, particularly in terms of tax strategies and the limited access to traditional wealth management services. Jen...

In this podcast episode, Peg Kinda shares her unexpected journey into the world of medical billing, detailing how she transitioned from a treatment center employee to the owner of her own billing company. Peg discusses the importance of client relationships, the challenges of scaling her business, and the evolving landscape of medical billing, including the impact of AI. Peg also reflects on her g...

In this conversation, John Hupalo shares the journey of creating Invite Education, a platform designed to simplify the college funding process for families. He discusses the challenges parents face when navigating the complexities of college financing, the importance of financial advisors, and the emotional aspects tied to funding education. The conversation also touches on the rising costs of hig...

In this enlightening conversation, Kim Butler, founder of Prosperity Thinkers, shares her journey in personal finance and introduces the CLUE Method, which emphasizes control, liquidity, utilization, and equity in financial planning. She discusses the importance of understanding the difference between financial products and strategies, particularly in the context of mortgages, mutual funds, and li...