Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 30 April 2024
⏱️ 101 minutes
🧾️ Download transcript
Summary
Troy Sharpe is the Founder and CEO of Oak Harvest Financial Group, an RIA based out of Houston that oversees $750 million in assets under management for 1,000 households. Troy's firm uniquely grew its AUM from $85 million to $750 million in five years by focusing on organic growth through diverse marketing strategies, including a radio show, in-person seminars, and notably, a scalable YouTube channel.
Listen in as Troy shares his innovative marketing strategies that transformed educational seminar content into targeted YouTube videos for pre-retirees and retirees, emphasizing trust over immediate sales pitches, and aiming for a threefold return on marketing investments. He also discusses the expansion of his firm's marketing and advisory teams to support its growth, the adoption of a 3-advisor pod system for enhanced client interaction, and the creation of the "Retirement Success Plan" for dynamic retirement planning.
For show notes and more visit: https://www.kitces.com/383
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.0 | Welcome to the 383rd episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.1 | Troy Sharp. Troy is the founder and CEO of Oak Harvest Financial Group, |
| 0:39.3 | an RIA based in Houston, Texas, that oversees approximately 750 million in assets under management |
| 0:44.3 | for nearly 1,000 client households. What's unique about Troy, though, is how his firm's emphasis |
| 0:49.6 | on driving organic growth through a multi-prong marketing strategy, including a radio show and in-person |
| 0:54.6 | seminars and most substantively and scalably a YouTube channel, has allowed the firm to grow its |
| 0:59.4 | AUM from 85 million to 750 million during just the past five years. In this episode, we talk in |
| 1:06.6 | depth about Troy's approach to marketing, from how his firm has built a strong prospect pipeline by |
| 1:11.5 | taking some of their educational topics that he used to cover in seminars and turn them into |
| 1:15.9 | educational YouTube videos aimed at the firm's target clientele of pre-retirees and retirees. |
| 1:22.0 | Why Troy typically does not issue immediate calls to action during his videos to get prospects, |
| 1:27.3 | instead prefers to build |
| 1:28.7 | trust with viewers over time and providing them a little trail of breadcrumbs to find their |
| 1:33.6 | way back to the advisory firm when they're ready. And how Troy structures his marketing efforts |
| 1:37.9 | and what he characterizes as short, medium, and long-term marketing initiatives for which |
| 1:42.4 | he targets an overall ROI of generating |
| 1:44.5 | $3 in new revenue for every $1 of marketing spent. |
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