PodcastsRank #13310
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Marketing Wealth

MarketingPodcastsBusinessEN-USunited-states
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Marketing Wealth — the show where we explore the strategies, systems, and stories behind attracting high-net-worth clients and building a business that actually scales. ...
Top 26.6% by pitch volume (Rank #13310 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
N/A
Episodes
26
Founded
N/A
Category
Marketing
Number of listeners
Private
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Public snapshot
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Canonical: https://podpitch.com/podcasts/marketing-wealth
Reply rate: Under 2%

Latest Episodes

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David Itzkovits: Building Optimal Advisor AI

Wed Dec 10 2025

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In this conversation, Maurilio Amorim and David Itzkovits discuss the transformative impact of AI on the financial services industry. David shares insights on the early adoption of AI, the challenges firms face in integrating these technologies, and the importance of tailored training for financial professionals. They emphasize the urgency for firms to adopt AI to remain competitive and the potential for AI to level the playing field for smaller firms. The discussion also highlights the need for ongoing training and adaptation as AI technologies evolve. Chapters 00:00 Introduction to AI in Financial Services 01:59 Optimal Advisor AI: Empowering Financial Professionals 04:43 The Compliance Challenge in AI Adoption 07:48 The Urgency of AI Adoption 10:18 Leveling the Playing Field with AI 13:39 Tailored Training for Different Firm Sizes 16:21 Finding the Right AI Learning Partner 19:11 The Future of AI in Financial Services 22:08 The Human Element in AI Utilization 25:06 Challenges and Opportunities Ahead

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In this conversation, Maurilio Amorim and David Itzkovits discuss the transformative impact of AI on the financial services industry. David shares insights on the early adoption of AI, the challenges firms face in integrating these technologies, and the importance of tailored training for financial professionals. They emphasize the urgency for firms to adopt AI to remain competitive and the potential for AI to level the playing field for smaller firms. The discussion also highlights the need for ongoing training and adaptation as AI technologies evolve. Chapters 00:00 Introduction to AI in Financial Services 01:59 Optimal Advisor AI: Empowering Financial Professionals 04:43 The Compliance Challenge in AI Adoption 07:48 The Urgency of AI Adoption 10:18 Leveling the Playing Field with AI 13:39 Tailored Training for Different Firm Sizes 16:21 Finding the Right AI Learning Partner 19:11 The Future of AI in Financial Services 22:08 The Human Element in AI Utilization 25:06 Challenges and Opportunities Ahead

Key Metrics

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Pitches sent
25
From PodPitch users
Rank
#13310
Top 26.6% by pitch volume (Rank #13310 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
N/A
Written reviews (when available)
Publish cadence
N/A
Episode count
26
Data updated
Feb 10, 2026
Social followers
616

Public Snapshot

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Country
United States
Language
EN-US
Language (ISO)
Release cadence
N/A
Latest episode date
Wed Dec 10 2025

Audience & Outreach (Public)

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Audience range
Private
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Reply rate band
Under 2%
Public band
Response time band
Private
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Replies received
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Presence & Signals

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Social followers
616
Contact available
Yes
Masked on public pages
Sponsors detected
Private
Hidden on public pages
Guest format
Private
Hidden on public pages

Social links

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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Sponsor mentionsLikely
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Frequently Asked Questions About Marketing Wealth

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What is Marketing Wealth about?

Marketing Wealth — the show where we explore the strategies, systems, and stories behind attracting high-net-worth clients and building a business that actually scales. ...

How often does Marketing Wealth publish new episodes?

Marketing Wealth publishes on a variable schedule.

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