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On today’s episode we are joined by Joshua Wilson, the founder and president of United Ethos Wealth Partners, a new tech-driven RIA that works to support independent-minded advisors. Joshua is a PhD candidate, an adjunct professor at Baylor University and has been recognized by Forbes as one of the top wealth advisors in America. This episode originally aired on Youtube live, but we are excited to share Joshua’s story with you today.
Growing up on a farm in one of the poorest counties in rural Alabama, Joshua was instilled with the value of hard work as a young man. His impressive grades in school landed him a spot at Brown University, where he fell in love with public speaking. After college, he discovered his interest in business and started training programs to understand the RIA world.
During our conversation today Joshua shares how his upbringing has shaped the way he thinks about working with teams and families. He also reflects on the power of working hard and explains how focusing on faith and family values has contributed to his achievements in his career.
Join us today as we discuss these things:
How Joshua's upbringing, family values and love for football have shaped his life and success. (1:34)
How values continue to play a strong role in Joshua's life today. (9:05)
The “secret sauce” that has helped Joshua juggle his priorities while growing his business. (12:20)
“I can be good at just about anything if I put in enough reps.” Joshua discusses the benefit of growing your business one step at a time. (20:50)
The “united ethos” that has helped Joshua’s business grow by prioritizing clients and advisors and encouraging a balanced lifestyle. (28:02)
Resources:
Watch the full livestream on our YouTube channel
Email: travis@travisparry.com
