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.

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 insights on making learning engaging and the importance of flexibility in employment, especially for those balancing family responsibilities. The conversation concludes with a positive outlook on the future of the tax industry and the opportunities it presents. Chapters 00:00 The Origins of Pronto Tax 02:41 Evolution of the Tax Business 05:20 The Importance of Personal Relationships 08:07 Balancing Efficiency and Personal Touch 11:06 The Role of Referrals in Business Growth 13:56 Adapting to Generational Changes in Client Acquisition 16:59 The Shift to Online Training and Education 19:33 Making Tax Education Engaging 21:39 Building Rapport with Clients 23:10 Training and Onboarding New Team Members 26:09 Creating Opportunities in the Tax Industry 29:16 The Future of Tax Services and Training

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 future of cryptocurrency as a mainstream payment option. The discussion emphasizes the value of having a trusted advisor in navigating the complexities of the crypto market. Learn more about Bryan here https://www.daim.io

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 platform, including auction processes, asset management, and the importance of regulatory compliance. Alan emphasizes the potential for diverse investors to participate in high-value assets, making investment opportunities accessible to a broader audience.

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 entrepreneurship, and her vision for the future of wealth management, emphasizing the need for trust and diverse revenue streams. Learn more about Jessica here: JessicaWeaver.com

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. Jenna emphasizes the importance of education and empowerment in financial planning, highlighting the innovative consulting model of Wealthrive that removes barriers to entry for clients. The conversation also touches on the impact of technology and AI in the financial sector and the future direction of Wealthrive. Learn more about Jenna here: wealthrive.com

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 the evolving financial landscape and discusses the role of AI in the industry. He also provides valuable advice for aspiring financial advisors, highlighting the significance of becoming a specialist in a specific area. Learn more about Matt here: https://lifeincrs.com

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 growth as an entrepreneur and offers advice for those starting their own businesses.