Financial Advisor Success Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch
Jun 24, 2025
Griffin Kirsch, owner of GK Wealth Management, shares how he rapidly built a $200 million AUM firm in five years, all while maintaining a 70% profit margin. He discusses his unique approach to high-touch financial planning for business owners and real estate investors, focusing on hard-dollar value and tax strategies, which foster deep client trust. Griffin explains how proactive outreach during the pandemic fueled growth, the importance of CPA partnerships for referrals, and his model of client segmentation by complexity rather than assets. He also emphasizes empowering junior advisors for sustainable growth.
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Build Replaceability With Teamwork
- Use a team approach gradually shifting client contact to junior advisors to build firm depth and replaceability.
- Clients adapt to team-based service when they experience consistent competence and communication.
Growth Via PPP and ERTC Help
- Griffin Kirsch grew $50 million in AUM in 2020 by helping business owners access PPP and ERTC tax credits.
- He connected them with CPAs, which led to strong trust and many client referrals.
Service Based on Complexity, Not AUM
- Griffin segments clients by complexity and needed touchpoints, not by assets under management alone.
- Many clients do not engage as often as planned, allowing manageable service levels despite a large client base.