Scaling Through Smart Marketing: How Aaron Cirksena Built a High-Growth Virtual Firm

Aaron Cirksena built one of the fastest-growing virtual advisory firms in the country by treating marketing like a real business function, not an afterthought.

In this episode of The Advisor Journey, Aaron shares how he went from a one-man shop to a multi-advisor, fully remote firm by mastering paid digital marketing, tracking key metrics, and building a repeatable system for growth.

He breaks down the early days of hustling for business, the moment he discovered scalable digital funnels, and the mindset shift that allowed him to delegate, hire, and expand the firm’s reach.

Advisors will learn the importance of knowing their numbers, reinvesting in marketing, and building a structure that creates predictable opportunities rather than relying on luck or referrals.

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ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...