5 Things Josh Brown’s Firm Does Differently—And How it Resulted in Over 100X Growth in 6 Years

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Mindy Diamond


Few names in the wealth management industry are as well-known as that of the guest on this episode.

Josh Brown, CEO and co-founder of Ritholtz Wealth Management

Josh Brown is the CEO and co-founder of Ritholtz Wealth Management – an RIA with over $1 billion in assets – but most know him as the prolific voice on CNBC’s Halftime Report and from his no-holds-barred commentary on other major media outlets.

Josh’s The Reformed Broker blog served as a catapult to popularity, and lead to authoring 2 books, a video series and podcast, a robust social media presence and much more.

Yet, for all he has achieved thus far, few are aware that he came from rather auspicious beginnings.

  • In this episode, Josh talks with Mindy about his start in the business, and shares how authenticity and perseverance propelled him to where he is today. He also weighs in on where the industry is now and where he sees it headed, including:
  • What drove him to become the prolific blogger that he is—and how writing contributed to his professional growth.
  • How building a business is like adding “pieces to a puzzle”—and tips on how to avoid some of the pain points they hit along the way.
  • The threshold question that advisors who are considering independence should ask themselves—and why that answer is critical to building a sustainable business.
  • Why he thinks that when it comes to building your firm, bigger is better—and how inorganic growth is one of the key factors of his firm’s success.
  • The real role of equity—and why he thinks giving employees ownership is important to a firm’s growth.
  • Plus, Josh shares 5 things Ritholtz Wealth does differently—and how that contributed to breaking the billion-dollar AUM ceiling.

It’s a high-energy, honest conversation with plenty of insights for all advisors – no matter where you’re seated – and covers all aspects of building a business in the wealth management world.



Browse other episodes in this series

About Josh Brown:

Josh Brown, CEO and co-founder of Ritholtz Wealth Management, spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations.

Josh is the author of the book Backstage Wall Street, (McGraw-Hill, 2012).

He is on the advisory board of Brightscope, where he hopes to help usher in a new era of transparency for the financial advisory industry.

Josh blogs at The Reformed Broker, where he discusses markets, politics, economics, media, culture and finance using statistics, satire, anecdotes, pop culture references, sarcasm, fact, fantasy and any other device that help to get his points across and easily understood.

He will challenge your perceptions, call it like he sees it and occasionally, make you laugh.

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