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Episode 59: What happens when you rethink how financial advice is delivered—and how an industry comes together?
Josh Brown, CEO of Ritholtz Wealth Management, talks about the evolution of modern wealth management, the changing role of financial advisors, and the story behind one of the industry's most distinctive events. Brown shares how his own career—from selling financial products to becoming a fee-based financial advisor—shaped his belief that advisors should sit on the same side of the table as their clients. He explains how that philosophy helped shape Ritholtz Wealth and its approach to advice, technology, communication, and client relationships.
The conversation also dives into why Brown and his partners created the Future Proof Festival after the pandemic. Their goal was to build something beyond the traditional conference: an experience centered on community, networking, purposeful meetings, and a more modern approach to bringing advisors, asset managers, technology companies, and other industry professionals together. Brown explains how the event evolved through experimentation, learning what attendees valued, and doubling down on what worked.
The discussion goes further into the forces reshaping wealth management, including AI, integrated technology, custody, direct indexing, and the growing importance of giving advisors more time to focus on clients rather than administrative tasks.
Brown also offers advice for financial advisors looking to grow: find what makes you different, develop a compelling story, and identify a specific audience you can genuinely serve. From building a business on the internet to using blogs, podcasts, television, and social media to reach investors, his message is consistent: the medium may change, but the mission of delivering valuable advice remains.
In Episode 59 of The Informed Investor, recorded live at the Future Proof Festival in Southern California, Dimensional's Mark Gochnour, Head of Global Client Services, and Jake DeKinder, Head of Client Communications sit down Josh Brown, CEO of Ritholtz Wealth Management, for a wide-ranging conversation about where financial advice has been, where it is heading, and what it takes to build a modern advisory business.
LINKS FROM TODAY'S EPISODE:
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Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/
Jake DeKinder on LinkedIn https://www.linkedin.com/in/jake-d-4105b98/
Josh Brown on LinkedIn https://www.linkedin.com/in/dtjb/
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