How do I grow my firm from $85M to $150M?| Ep 12

Описание: To learn more about what we do: https://www.craftimpact.com/

Stephen Beach and Faustin Weber discuss a real listener question: "We have a wealth management firm that services individuals and families. We need a marketing plan to scale from $85 million AUM to $150 million AUM in five years."

In this episode:
-How to segment your existing client base to identify your ideal niche
-The spectrum of positioning strategies (from adding a niche page to going all-in)
-Why you need to research where your target audience actually lives online
-Growth hacking strategies to break into new communities and audiences
-How to provide value to influencers and community moderators to gain access
-Real examples of what works (and what doesn't) when targeting specific niches
⏱️ Timestamps:
(0:00) Welcome & The $85M to $150M Challenge
(1:41) Step One: Segment Your Current Client Base by Personas
(4:09) Marketing to Your Clients Before Marketing to Strangers
(4:41) Choosing Your Primary Avatar and Testing Multiple Niches
(10:15) The Positioning Spectrum: From Niche Pages to Full Commitment
(15:12) Social Media Strategy Without Alienating Current Clients
(17:10) Finding Your Audience: Where Do They Actually Consume Content?
(19:40) Using AI Tools to Research Community Questions and Challenges
(21:00) Thinking From the Buyer's Perspective: Standing Out from Competition
(23:00) Growth Hacking Your Way to Awareness
(25:45) Real Case Study: The Dentist Niche That Struggled
(29:00) COI Marketing Beyond Traditional Referral Partners
(30:00) How to Approach Influencers and Community Leaders
(31:35) Conclusion: The Path to $150M AUM
We've worked with RIAs at every stage of growth. This episode shows how to scale your advisory firm through strategic positioning and smart growth tactics.