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Explosive Growth: Doubling AUM from $20B to $40B in Five Years
Advisors Excel
Quick Answer
Advisors Excel achieved Explosive Growth: Doubling AUM from $20B to $40B in Five Years using Snappy Kraken automated marketing.
Advisors Excel aligns marketing, sales, and branding into a high-leverage growth system, achieving relentless organic growth across hundreds of affiliated firms.
Key Success Metrics
- $20B to $40B AUM growth in five years
- $150M+ new revenue in 2024 for Rob Russell
- 47:1 ROI for Chad and Bailey Ensign on a workshop
The Success Story
Advisors Excel focuses on filling the marketing funnel and never letting it go cold. By using layered marketing funnels—including live events and social media—they turn first touches into long-term relationships.
The Strategy Playbook
- Fill the Funnel: Use multiple channels simultaneously.
- Layer Campaigns: Sequentially deploy marketing layers.
- Persistent Reach: Dedicated resources to stay in front of current clients.
Frequently Asked Questions
Q: What is the primary growth driver?
A: A relentless focus on organic growth through layered marketing funnels.
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