{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks","slug":"ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks","published_at":"2026-08-18T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS_503_Final2.mp3?dest-id=395010","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","meta_description":"Whether you're looking to scale your advisory firm, improve your marketing strategy, or build a stronger brand presence, today's guest offers practical in…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5440,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}