Our crew headed to New York City to meet with the one and only Josh Brown, CEO of Ritholtz Wealth Management, CNBC contributor, and creator of The Reformed Broker.


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Get to know Josh on a personal level as he shares stories of growing up in Long Island and his journey to becoming one of the most recognized faces in the industry.

In this episode, you’ll learn the importance of building a legacy for your employees, insight into the latest industry trends, and how to attract the right clientele for your firm.

Find out more about Josh Brown and Ritholtz Wealth.

 



About The Human Advisor

Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

Watch more episodes.

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