Marketing Wealth
The podcast for professionals in finance or wealth management who want to attract high-net-worth clients – and build a business that grows.
Hear from rising leaders, firm partners, and client acquisition experts on what's working right now to reach and retain high-value clients.
Hosted by Maurilio Amorim, founder of The A Group – a growth strategist trusted by advisors, nonprofits and boutique financial firms to help them connect with affluent individuals.
Season 1 launches soon – early guests will be featured in our launch campaign.
Listen. Learn. Level up your growth game.
What You'll Hear on the Podcast
Each episode of Marketing Wealth features real-world, unfiltered conversations about:
- Building a brand that attracts high-net-worth individuals
- Building credibility and trust with discerning clients
- Learning about new tools and strategies to help you stand out and grow
- Marketing that feels personal – and scales with you
- Lessons from those who've cracked the code in private wealth, family foundation, and nonprofit fundraising
You'll walk away with insights you can apply immediately – plus a few mindset shifts to rethink how you grow.
Whether you're a firm, building a book of business, or launching something new – this podcast gives you the frameworks and insights you need to grow.
Who This Podcast Is For
This show is for you if:
- You're in wealth management, financial services, family foundation, or private client strategy
- You've struggled to consistently reach affluent prospects
- You're looking to move from referrals and word-of-mouth to something more scalable
- You value relationship-based growth – and want better systems behind it
For two decades, I helped nonprofit leaders identify and build trust with high-net-worth donors — creating growth campaigns that raised millions.
Over the past few years, my team and I began doing similar work for professionals in the finance space: advisors, planners, and boutique firms who are all after the same thing — consistent access to qualified, high-value prospects.
Marketing Wealth is where we unpack what’s working, what’s not, and how to build a pipeline of people who don’t just need your service — they want to work with you.
Maurilio Amorim, Host
Want to Be a Guest?
If you're in the finance world and you've developed a smart way to connect with high-net-worth clients – or you have a story worth sharing – we'd love to feature you.
Apply to be a guest
Be the First to Know When We Launch
Get early access to episodes, insights, and behind-the-scenes breakdowns of winning growth campaigns.
Looking to Grow Now?
We help financial professionals and growth-minded firms build predictable acquisition systems that generate weekly conversations with qualified prospects –
not cold leads.