Joseph Milano is the Managing Partner at New South Wealth Management. Joe is originally from Staten Island, NY and he moved to Charlotte, NC where he started his journey with New South Wealth Management. Joe obtained his bachelor’s degree from Villanova University where he developed and established his passion for the financial industry. Joe is excellent at educating families and business owners on innovative and personalized strategies.
Joe Milano talks about the difficult decision to transition out of Northwestern Mutual, joining AIG Financial Network, where they had the opportunity to build and expand the investment and insurance practices and losing this job. This unexpected turn of events led him to take a year off to reconnect with friends and family. During that time, he observed flaws in the industry’s models, with corporate profits taking precedence over clients and producers. In 2017-2018, they built their own model, focusing on putting clients and producers at the center.
“A lot of the shops are broken. Instead of putting the producer or the client at the center, they put corporate profits at the center.” – Joe Milano
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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