Charles Sizemore: Navigating Client Management in Tough Times

Marketing Wealth

Marketing Wealth — the show where we explore the strategies, systems, and stories behind attracting high-net-worth clients and building a business that actually scales.

Hear from rising leaders, firm partners, and financial experts on what’s working right now in the financial space.

Hosted by Maurilio Amorim, founder of The A Group – a growth strategist trusted by advisors, nonprofits and financial firms to help them connect with affluent individuals.

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Charles Sizemore: Navigating Client Management in Tough Times

07/01/2025 Maurilio Amorim

In 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.

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