Financial Advisor Success cover image

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

Financial Advisor Success

NOTE

Predictable Marketing Funnels and Growth in Revenue

The speaker mentions having reliable marketing funnels where investing 10% of revenue aims to bring in at least three times that investment within the first year. The goal is to achieve a 30-36% growth rate with a total spend of 12-13% of revenue. The firm has experienced significant growth, increasing from 85 million AUM at the end of 2018 to about 750 million by the end of the following year.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner