Financial Advisor Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe
104 snips
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.
AI Snips
Chapters
Transcript
Episode notes
Organic Growth vs Acquisitions
- Organic growth offers more predictable revenue streams than acquisitions in wealth management.
- A marketing ROI target of 3:1 ensures sustainable growth and long-term client value.
Segment Marketing By Timeline
- Manage marketing efforts across short, intermediate, and long-term funnels to balance cash flow and growth.
- Set clear, measurable goals for each marketing event to track effectiveness quickly.
YouTube As Scalable Marketing
- Invest in YouTube marketing to provide ongoing value and educate your target demographic.
- Leverage changing market dynamics and technology like Zoom to reach clients nationwide.