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 wealth management firms, the dynamics of operating in a small community, and valuable advice for aspiring entrepreneurs in the financial sector. Chapters 00:00 Starting a Wealth Advisory Journey 08:02 The Importance of Relationships in Wealth Management 13:28 Expanding Beyond Local Markets 16:50 Advice for Aspiring Wealth Managers 20:15 Lessons Learned from Entrepreneurship