Niche Marketing & Organic Growth at Scale w/ Sahil Gupta | The Afternoon Advisor E9

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 refe...