Shows
Marketing WealthDavid Itzkovits: Building Optimal Advisor AIIn this conversation, Maurilio Amorim and David Itzkovits discuss the transformative impact of AI on the financial services industry. David shares insights on the early adoption of AI, the challenges firms face in integrating these technologies, and the importance of tailored training for financial professionals. They emphasize the urgency for firms to adopt AI to remain competitive and the potential for AI to level the playing field for smaller firms. The discussion also highlights the need for ongoing training and adaptation as AI technologies evolve. Chapters 00:00 Introduction to AI in Financial Services 01:59 Optimal Advisor AI: Empowering Financial Professionals 04:43 The Compliance...
2025-12-1034 min
Marketing WealthDavid Kon and creating Wealth FluentIn this conversation, Maurilio Amorim interviews David Kahn, co-creator of Wealth Fluent, a platform designed to simplify financial management for families and individuals. They discuss the inspiration behind Wealth Fluent, the challenges of managing multiple financial accounts, and how AI is integrated into the platform to provide personalized financial insights. David shares insights on the target audience for Wealth Fluent, the future of AI in finance, and the importance of financial literacy. The conversation emphasizes the need for a holistic approach to wealth management and the potential of technology to empower individuals in their financial journeys. Chapters 00:00 Introduction to Wealth...
2025-12-0326 min
Marketing WealthHunter Albright: Crypto Loans with Salt LendingIn this conversation, Hunter Albright, Chief Revenue Officer at Salt Lending, discusses the innovative approach of crypto-backed loans, the evolution of digital assets, and the importance of financial literacy in leveraging these new financial tools. He shares insights on the customer base, marketing strategies, and the future of crypto lending, emphasizing the need for education and understanding in this rapidly changing financial landscape. takeaways Market volatility can significantly impact crypto loans. Understanding LTV ratios is crucial for borrowers. Borrowers have tools to protect themselves from market drops. A 70% LTV loan allows for a 27% price drop before liquidation. A 30% LTV loan...
2025-11-1234 min
Marketing WealthMaggie Nielsen: Growing Purse StringsIn 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...
2025-10-2928 min
Marketing WealthLaura DeGraff: Building Trust in Wealth ManagementIn 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...
2025-10-1638 min
Marketing WealthLee Calfo: Building Alden FinancialIn 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...
2025-10-0940 min
Marketing WealthJosh Notes: The Benefits of a Fractional CFOIn 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...
2025-09-2235 min
Marketing WealthJosh Flade: Building a Wealth Management FirmIn 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...
2025-09-1626 min
Marketing WealthJon Randall: Scaling Your Wealth Management BusinessIn 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...
2025-09-0838 min
Marketing WealthAlan Reid: Corporate TransparencyIn 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...
2025-09-0751 min
Marketing WealthAaron Giles: Building an INC 5000 Company on Sales Tax RecoveryIn 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...
2025-09-0132 min
Marketing WealthAlex Wright-Gladstein on Creating a True Green FundIn 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.
2025-08-2836 min
Marketing WealthGeoff Stuhr: Building an Investment Fund on Industrial Real EstateIn 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.
2025-08-1128 min
Marketing WealthAndy Frye and the Evolution of Pronto TaxIn 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...
2025-07-3035 min
Marketing WealthBryan Courchesne of DAIM, First Crypto RIA in the USIn 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
2025-07-1130 min
Marketing WealthAlan Snyder and The Future of Alternative Assets with aShareXIn 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.
2025-07-1032 min
Marketing WealthJessica Weaver: Empowering Women to Take Control of Their FinancesIn 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
2025-07-0938 min
Marketing WealthJenna Kozodoy: Wealthrive Promise of Less TaxesIn 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. ...
2025-07-0828 min
Marketing WealthMatt Ruttenberg with Life, Inc.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
2025-07-0835 min
Marketing WealthPeg Kinda: Starting and Growing Reliable BillingIn 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.
2025-07-0731 min
Marketing WealthSimplifying College Planning with John Hupalo of Invite EducationIn this conversation, John Hupalo shares the journey of creating Invite Education, a platform designed to simplify the college funding process for families. He discusses the challenges parents face when navigating the complexities of college financing, the importance of financial advisors, and the emotional aspects tied to funding education. The conversation also touches on the rising costs of higher education, the impact of student debt on future generations, and the necessity of passion in entrepreneurship.
2025-07-0335 min
Marketing WealthKim Buttler: Challenging the Typical Financial IndustryIn this enlightening conversation, Kim Butler, founder of Prosperity Thinkers, shares her journey in personal finance and introduces the CLUE Method, which emphasizes control, liquidity, utilization, and equity in financial planning. She discusses the importance of understanding the difference between financial products and strategies, particularly in the context of mortgages, mutual funds, and life insurance. Kim advocates for teaching financial literacy to young families and emphasizes the need for practical applications of financial concepts to foster a healthier relationship with money. Learn more about Kim here: https://prosperitythinkers.com
2025-07-0239 min
Marketing WealthCharles Sizemore: Navigating Client Management in Tough TimesIn 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 importance of diversification. Charles shares insights on attracting clients through content marketing and emphasizes the need for authenticity in financial advice. The episode concludes with reflections on the evolving landscape of financial advising and marketing.
2025-07-0132 min
Marketing WealthMark Kane: Unlocking Business FundingIn 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 business owners can prepare for successful loan applications. The conversation emphasizes the need for understanding ROI and the viability of business investments, providing valuable advice for entrepreneurs seeking capital.
2025-06-3036 min
Marketing WealthTina O'Banion and the Clarity MethodIn 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 statements. She also discusses her new book, 'Falling Up with Grace,' aimed at helping entrepreneurs navigate their financial journeys with clarity and confidence.
2025-06-1934 min
Marketing WealthElizabeth Landau and Creating a True Green PortfolioIn 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 millennials increasingly seek sustainable investment options. Elizabeth shares insights on climate scoring, the market size for sustainable investing, and the future of wealth management in light of climate change. You can learn more about her here: https://greenportfolio.com/
2025-06-0830 min
Unreasonably Optimistic with AtomicMarketing, Business Smarts, and the Everyday Hurdles of Small Businesses With Maurilio AmorimIn a recent chat between Gayle and Maurilio Amorim, co-founder of the A group, a marketing and tech agency with a big heart for nonprofits, they dove deep into the world of marketing, business smarts, and the everyday hurdles of small businesses and content creators. Maurilio generously shared the wisdom he's gathered over two decades, serving up some great takeaways for businesses navigating today's competitive terrain.
As a digital marketing agency in Birmingham, we think you won’t wanna miss this.
Key Business Takeaways:
Mission-Driven Clients: Maurilio made it crystal clear: teaming up wi...
2023-11-1543 min
Noveleiros#73 - José Alfredo descobre que Maurílio está morto em Império!No 73º episódio do podcast Noveleiros, os jornalistas Fernanda Lopes, Márcia Pereira, Danielle Amorim e Daniel Farad conversam sobre os destaques da semana de 6 a 11 de setembro em Ti Ti Ti, Nos Tempos do Imperador, Pega Pega, Gênesis, Império e Verdades Secretas.Nas redes sociais, somos @noticiasdatvoficial no Instagram, @noticiasdatv no Twitter e Notícias da TV no Facebook. Deixe seus comentários, sugestões e dúvidas em nossos perfis ou no nosso site!
2021-09-0435 min
#71: How to Measure the ROI of Your Marketing EffortsYour nonprofit’s ROI (return on investment) of its marketing efforts can be difficult to measure and understand. It's often easy to let the measuring of metrics to fall by the wayside amidst the busy day-to-day of running your nonprofit or ministry. Learn how to measure the effectiveness of your varying marketing tactics in this conversation with Maurilio Amorim, CEO of The A Group.
2020-02-1900 min#68: Difference Makers: The A Group | Maurilio AmorimIn our new Difference Makers series, we interviewed Maurilio Amorim, CEO of The A Group, on his journey of building a successful business from the ground up. He walks us through the 20 years of ups and downs, as well as 4 key lessons he's learned along the way.
2020-01-2900 min
Mentoria RibeirãoMentoria Ribeirão 22/11/2019 - AgronegócioNesta edição o programa Mentoria Ribeirão 2020 fala sobre o agronegócio na região de Ribeirão Preto e no Brasil. Entenda a importância da sustentabilidade na área e o impacto da nova lei dos agrotóxicos na agricultura. Apresentação: Chaim Zaher Colaboração: Edmur Manfrim (prof. e educador ambiental) e Maurilio Biaggi (empresário) Convidados: Eduardo Marchesi de Amorim (empresário e pres Instituto Ribeirão 2030); Fabiano Guimarães (vereador DEM); Francisco Matturro (presidente da Agrishow); Frederico Balbo (assessor financeiro /Grupo Econômico Balbo); Marcos Fava Neves (professor e especialista em agronegócio); Sarita Junqueira Rodas (CE...
2019-11-252h 01Mentoria RibeirãoMentoria Ribeirão 05/08/2019 - Reforma TributáriaO deputado federal Baleia Rossi, autor da PEC 45/19, que prevê a simplificação do sistema tributário nacional, explica sobre sua proposta.
Além de detalhar como seria o imposto sobre operações com bens e serviços, o IBS e falar do impacto da reforma tributária no crescimento da economia brasileira, o deputado responde aos questionamentos dos convidados da bancada.
Os outros convidados desta edição são: Maurilio Biagi-empresário, Alberto Borges Matias-professor, Sergio Degrande-professor e Marcos Fava Neves- prof de estratégia.
O programa ainda conta com depoimentos de especialistas no...
2019-11-211h 39#60: Marketing Tactics Every Nonprofit and Ministry Should Know in 2020; Part 2It can be challenging keeping up with the latest and greatest marketing tools available to you. It seems like as soon as you get the hang of one tool, another update or newer/better/more effective tool is born. Make sure you're up to speed! Listen in to The A Group CEO, Maurilio Amorim, discuss of some of his favorite new tools for 2020 in part 2 of this two part series.
2019-11-1300 minMentoria RibeirãoMentoria Ribeirão 20/08/2018 - Comunidade de moradia precária parte llPara conhecer mais sobre a realidade de quem vive em comunidades e buscar soluções para controlar o surgimento de novas Comunidades de Moradia Precária e formas de regularizar as já existentes, o Programa Mentoria em Foco realizou a segunda parte do debate sobre Comunidades De Moradias Precárias. Os convidados são: GISELE COSTA- Advogada, coordenadora do Programa Mentoria Social e ex-assistente da Secretária Municipal de Assistência Social Ribeirão Preto EDUARDO MARCHESI DE AMORIM- Economista, empresário e presidente do Instituto Ribeirão 2030 MAURILIO BIAGI FILHO -Empresário e representante do Instituto Ribeirão 2030 MAURO FREITAS-A...
2019-11-051h 44#57: Marketing Tactics Every Nonprofit & Ministry Should Know in 2020It can be challenging keeping up with the latest and greatest marketing tools available to you. It seems like as soon as you get the hang of one tool, another update or newer/better/more effective tool is born. Make sure you're up to speed! Listen in to The A Group CEO, Maurilio Amorim, discuss some of his favorite new tools for 2020.
2019-10-2300 min#49: Social Media Trends Your Nonprofit Should Know in 2019 | Part 2Maurilio Amorim, The A Group CEO, dives into Part 2 of Social Media Trends Your Nonprofit Should Know in 2019. We reviewed the first four of the eight trends on episode 46, and are now diving into the final four on this episode. Listen in!
2019-08-2800 min#44: 5 Digital Marketing Trends in 2019Digital marketing is the name of the game, where content is king and targeting is a must. The digital landscape is constantly changing, which makes staying on top of it all exceedingly challenging. On this episode, The A Group CEO, Maurilio Amorim, details his top 5 digital marketing trends for 2019. Check it out!
2019-07-2500 min