Episode
Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks
- Podcast
- Financial Advisor Success
- Published
- Aug 18, 2026
- Duration seconds
- 5440
- Processing state
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Summary
Whether you're looking to scale your advisory firm, improve your marketing strategy, or build a stronger brand presence, today's guest offers practical insights into how he has successfully done all that and more. David Brooks is the founder of Retire SMART, an RIA based in Omaha, Nebraska, that oversees approximately $800 million in assets under management for 1,000 client households. David joins the show today to share his strategic approach to marketing and growth, including how educational events, radio, television, podcasts, YouTube, and social media have helped him expand his reach and build trust with prospective clients. He also talks about how he measures marketing ROI, creates value through tax-focused planning, and navigates the operational challenges that come with rapid growth. For show notes and more visit: https://www.kitces.com/503