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Financial Advisor Success

Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe

Apr 30, 2024
Troy Sharpe, CEO of Oak Harvest Financial, shares how he grew AUM from $85M to $750M in 5 years using YouTube videos. He focuses on trust-building, ROI, and scalable marketing strategies. Topics include team expansion, pod system for client interactions, and 'Retirement Success Plan' for dynamic retirement planning.
01:41:16

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Utilizing diverse marketing strategies such as radio shows, seminars, and YouTube can lead to exponential growth in assets under management.
  • Converting educational seminar content into targeted YouTube videos builds trust with viewers over time, prioritizing value over immediate sales pitches.

Deep dives

Troy Sharpe's Multi-Pronged Marketing Strategy Drives Organic Growth

Troy Sharpe, founder of Oak Harvest Financial Group, discusses how his firm's emphasis on a multi-prong marketing strategy, including radio shows, seminars, and a YouTube channel, led to impressive growth in assets under management from $85 million to $750 million in five years. His approach involves converting educational seminar topics into YouTube videos targeted at pre-retirees and retirees, focusing on building trust with viewers over time.

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