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 of building trust, and the future aspirations of Purse Strings as they aim to become a household name in financial and legal education and support for women. Chapters 00:00 Empowering Women in Finance 02:55 The Need for Change in Financial Services 05:34 How Purse Strings Works 08:27 Building Trust with Women 11:16 Marketing Strategies for Growth 14:00 Future Aspirations and Opportunities 16:56 Life Events Driving Financial Decisions 19:13 Lessons Learned as a Founder 21:54 Overcoming Challenges in the Financial Sector 23:25 The Importance of Timely Communication 26:02 Conclusion and Call to Action

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 strategies, and the growing importance of video content. She also shares insights on building trust with advisors and offers advice for new wealth management agencies. Chapters 00:00 Introduction to Marketing Wealth and Laura DeGraff 01:35 Transitioning from Barclays to Alden Investment Group 05:13 Targeting Diverse Audiences in Marketing 08:29 Focusing on Advisors as Key Targets 10:33 Building Trust with Advisors 14:26 The Importance of Technology in Advisor Recruitment 18:51 Marketing Strategies: What Works and What Doesn't 22:03 The Role of Digital Marketing in Growth 27:59 The Future of Digital Marketing and Video Content 35:25 Advice for New Wealth Management Agencies

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 also touches on the challenges of fee structures in the industry and the upcoming wealth transfer to younger generations. Chapters 00:00 Introduction to Alden Investment Group 02:40 Lee Calfo's Journey into Finance 05:39 Understanding Alden's Unique Business Model 10:34 The Importance of Technology in Financial Services 14:07 Alden's Approach to Client Support 19:57 Growth and Future Aspirations of Alden 23:56 Attracting Financial Advisors to Alden 28:43 Navigating Wealth Transfer and Consumer Market 32:22 Alden's Value Proposition and Fee Structure 38:43 The Mission of Financial Education

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 financial storytelling, and effective marketing strategies for attracting clients. He concludes with advice for overwhelmed entrepreneurs on how to start improving their financial systems. Chapters 00:00 Introduction to Josh Notes and Sustained CFO 02:53 Blind Spots in Financial Management 05:56 The Importance of Early Financial Planning 08:52 Raising Capital: Common Mistakes Founders Make 11:47 When to Engage a Fractional CFO 14:50 The Role of a CFO in Business Growth 17:46 Building Trust Through Financial Storytelling 20:41 Marketing Strategies for Sustained CFO 23:38 Advice for Overwhelmed Founders 26:42 Conclusion and Contact Information

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

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 methods, emphasizing the need for advisors to adapt to changing client expectations and market dynamics. Chapters 00:00 Introduction to Financial Coaching and Growth Strategies 02:00 Identifying Constraints in Financial Advisory Practices 09:23 Client Optimization and Revenue Growth Strategies 11:52 Understanding Pricing and Value in Financial Services 17:31 Addressing Client Concerns: Retirement and Tax Planning 18:08 Client Optimization and Asset Management 20:34 Generational Shifts in Investment Perspectives 23:48 Niche Marketing and Client Segmentation 28:48 Growth Strategies for Financial Advisors 34:11 Closing Deals and Building Trust

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 opportunities for firms to adapt and thrive in a rapidly changing environment. Chapters 00:00 Introduction to Financial Coaching and Growth Strategies 02:00 Identifying Constraints in Financial Advisory Practices 09:23 Client Optimization and Revenue Growth Strategies 11:52 Understanding Pricing and Value in Financial Services 17:31 Addressing Client Concerns: Retirement and Tax Planning 18:08 Client Optimization and Asset Management 20:34 Generational Shifts in Investment Perspectives 23:48 Niche Marketing and Client Segmentation 28:48 Growth Strategies for Financial Advisors 34:11 Closing Deals and Building Trust

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 use tax, and the impact of the 2018 Supreme Court ruling on sales tax obligations. Aaron also emphasizes the importance of content marketing in growing his business and offers insights into the industries that benefit most from sales tax recovery services. He concludes with advice for aspiring consultants, highlighting the value of perseverance and grit in achieving success.

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 transparency in investments and the democratization of access to climate-friendly options for all investors, regardless of their financial background.

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.