Marketing Wealth

In this episode of the Marketing Wealth Podcast, Maurilio Amorim interviews Charles Sizemore, a financial advisor based in Lima, Peru and Dallas Texas. They discuss Charles's journey into financial advising, the profiles of his clients, and the criteria one should consider when choosing a financial advisor. The conversation delves into the current economic climate, investment strategies, and the i...

In this episode of Marketing Wealth, host Maurilio Amorim speaks with Mark Kane about the intricacies of business lending. They discuss the challenges business owners face in securing funding, the differences between personal and business credit, and the advantages of working with online lenders. Mark shares insights on the loan application process, the importance of financial consistency, and how...

In this engaging conversation, Maurilio Amorim speaks with Tina O'Banion, CEO and founder of TFO Clarity, about her journey into entrepreneurship, the importance of financial clarity for business success, and the challenges faced by women in business. Tina shares her insights on overcoming workplace difficulties, the significance of mentorship, and the necessity of understanding financial statemen...

In this conversation, Maurilio Amorim and Elizabeth Landau discuss the growing field of climate-aligned investment, focusing on the role of GreenPortfolio in connecting clients with vetted financial advisors who prioritize sustainability. They explore the challenges of misleading marketing in the investment space, the importance of transparency, and the evolving dynamics of financial advisory as m...