Thursday, March 12, 2026

Rising To $660M Of AUM By Leveraging website positioning (And Now AEO) To Construct A Sturdy Pipeline Of Good-Match Prospects with Helen Stephens

Search has modified—and so has the way in which advisory corporations can earn visibility on-line. This episode explores how early investments in website positioning can compound over time, how right now’s “findability” now consists of AI instruments like ChatGPT, and what it takes to construct a advertising engine that not solely attracts the precise prospects, but in addition helps sustainable agency progress for the lengthy haul.

Helen Stephens is the founding father of Aspen Wealth Administration, an RIA based mostly in Fort Price, Texas, that oversees $670 million in belongings underneath administration for 342 shopper households. Hear in as Helen shares how her website positioning technique advanced alongside Google’s altering requirements, from early location-and-service pages to constantly publishing high-quality content material that demonstrates actual experience for her ideal-fit purchasers. We additionally focus on how that long-term dedication created a gradual prospect pipeline that’s helped drive roughly 30% annual progress over the previous 5 years, why it’s now paying off by means of leads coming from ChatGPT and different AI instruments, and the way Helen is executing an inner succession plan in order that her agency stays impartial for years to come back.

For present notes and extra go to: https://www.kitces.com/480

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