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Business Planning

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Seminar

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Financial Advisor

Financial Advisor Clients Retirement Planning

Kitces & Carl Ep 116: Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients

Clients Financial Planning Financial Planner Communication

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Financial Advisor Source

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

Kitces & Carl Ep 116: Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings

Webinars

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