Josh Flade: Building a Wealth Management Firm

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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Josh Flade: Building a Wealth Management Firm

09/16/2025 Maurilio Amorim

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

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