Episode Details

What does it look like to grow an RIA from $600M to $1B without losing what made it work in the first place?

Sahil Gupta handles organic growth and marketing for Twin Peaks Wealth Advisors, a 14-person RIA serving tech employees - built over 10 years by two UC Berkeley founders who started by cold-calling Apple and Facebook employees about their RSUs. In this episode, recorded live at Future Proof in Miami, Sahil breaks down how they're layering content and digital marketing on top of a referral-driven firm, why radical honesty about who you serve is becoming the most powerful marketing tool, and how the best firms are approaching the shift from SEO to AEO.

What You'll Learn

- How to introduce new marketing to a firm that's already working — the mindset shift that lets traditional firms stay nimble without abandoning what got them here
- The 70/30/5 rule for trying new things — why most tactics won't work, and why that's completely fine
- Why radical honesty is the new competitive advantage — being blunt about who you're for (and who you're not) as a marketing strategy
- The perfect solution vs. the perfect answer — how AI is raising the bar for how specifically advisors need to speak to their ideal client
- Why video should be anti-AI — and how raw, authentic content builds the trust that polished production can't
- The formula most advisors have backwards — why SEO and AEO are the result of doing everything else right, not a strategy on their own
- The Exxon employee playbook — how one advisor built an entire referral network by creating hyper-specific content for a single employer's workforce
- Why prospects who watch two to three videos before booking are already 50-60% sold — and what that means for how you think about content

Guest
Sahil Gupta - Growth and marketing lead at Twin Peaks Wealth Advisors, a $600M RIA specializing in financial planning for tech employees. Based in California, serving clients nationwide.

🔗 Learn more about Twin Peaks → https://twinpwa.com/
🔗 Connect with Sahil → https://www.linkedin.com/in/sahilgupta20/