From the Ground Up: How to Create a $2.4B Content Growth Engine

About this episode

James Conole discusses how he built Root Financial to $2.4B in assets through content and inbound demand strategies.

With James Conole—Founder, Root Financial Overview James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks with him about how he grew the firm through content and inbound demand rather than traditional business development, and how Root approaches culture, growth, and operating in a fully virtual environment. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/qmBjVi82jDc About this episode… Wealth management firms typically develop in a similar manner. It generally begins with a book of business, grows through referrals and relationships, and over time expands by adding other like-minded advisors. It’s a model that works—one that has been reinforced for decades. However, James Conole took a different path, beginning from the ground up. He’s the founder of Root Financial, a firm that’s grown to about $2.4B in assets in just 8 years…

People in this episode

Host: Louis Diamond

Guest: James Conole

Topics covered

• content marketing
• business growth
• wealth management
• virtual environment
• inbound demand

Keywords

• Root Financial
• James Conole
• content growth
• wealth management
• business development

Mentioned in this episode

Organizations: Root Financial, Diamond Consultants

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