Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee
Financial Advisor Success · Michael Kitces
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Show Notes
What if just the 10 'right' people seeing your content could grow your firm faster than 10,000 random viewers? Growing an advisory firm doesn't always require reaching the largest audience. In many cases, the right audience—clearly defined and intentionally engaged—can be far more powerful than broad visibility.
Justin Brownlee has built a $500 million RIA serving just 75 households by targeting a specific niche and using LinkedIn with intention. In this episode, we break down how he created focused blog and podcast content for his ideal target client, strategically built a LinkedIn network inside target companies, and prioritized quality engagement over vanity metrics. Listen in to hear why Justin focuses on revenue-per-client as a key business metric, how his fixed-fee model attracts high-net-worth clients while increasing asset consolidation, and how Justin weathered the challenging early months of business ownership on his path to success.
For show notes and more visit: https://www.kitces.com/482