Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
George Acheampong, a financial advisor and founder of Capitalwize, joins Bilal Little on ETF Central to discuss how he built a marketing-driven client acquisition engine for his RIA. He traces his path from MassMutual to launching his own firm in 2017 and creating Melanin Money, which began as a T-shirt brand and now drives over 80% of new front-end revenue through organic content, free master classes, and virtual summits. He argues smaller advisors can stand out through innovation, community, and access, and explains his core-satellite ETF approach and how he prepares clients for volatility.
