Josh Brown is the co-founder and CEO of Ritholtz Wealth Management. Before that, he was a stockbroker. As a stockbroker, he learned how to sell, how to handle rejection, and everything not to do with your money.

When he realized that everything he’d done in his 10 years as a stockbroker wasn’t helping his clients (nor doing anything for his career), it was an epiphany. He changed his profession so he could help clients. So he shifted from being a commission-based broker to a fee-based financial advisor.

He met Barry Ritholtz through his financial blog, “The Reformed Broker.” Eventually, they partnered and formed Ritholtz Wealth Management. They started with $60 million in AUM in September 2013 and they’ve grown to over $4.3 billion with 65 employees in 15 cities.

Listen in for some great takeaways from Josh’s journey within financial services and how he’s used content creation to grow his brand. 

You will want to hear this episode if you are interested in...

• Learn more about Josh Brown and Ritholtz Wealth Management [2:45] 
• Learn about Josh’s first movie, “This Is Not Financial Advice” [6:20]
• Why Josh transition to a fee-based financial advisor [8:14] 
• Josh’s goal when he became the “Reformed Broker" on Twitter [12:03] 
• How Josh’s blog post “How I Invest My Money” became a book [16:30] 
• Get your copy of “Financial Planning Made Personal” today! [21:28]
• Why it’s important that what you invest in brings you JOY [22:10] 
• Learning more about the “FutureProof” Festival and it’s goal [26:45] 
• The power of walking away and stepping into the next thing [30:46]
• Why Josh is investing his time in content creation on YouTube [34:40] 
• What Josh did today that put him in the right mindset for success [37:21]

Resources & People Mentioned

• Get your copy of “Financial Planning Made Personal” today! 
• “This is Not Financial Advice” on Apple TV
• Josh’s book: “How I Invest my Money” 
• Long Island Cares
• The FutureProof Festival
• Ritholtz Wealth
• Subscribe to Josh’s blog

Connect with Josh Brown

• The website
• On Instagram
• On Twitter
• On Linkedin
• On YouTube

Connect With Mitlin Financial

• podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests
• If you would like to learn more schedule a call: https://mitlin.us/FitCall
• https://mitlinfinancial.com
• Follow on Twitter
• Follow on Instagram
• Subscribe on Youtube
• Follow on Linkedin
• Follow on Facebook

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts