Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens

Search has changed—and so has the way advisory firms can earn visibility online. This episode explores how early investments in SEO can compound over time, how today's "findability" now includes AI tools like ChatGPT, and what it takes to build a marketing engine that not only attracts the right prospects, but also supports sustainable firm growth for the long haul. Helen Stephens is the founder of Aspen Wealth Management, an RIA based in Fort Worth, Texas, that oversees $670 million in assets under management for 342 client households. Listen in as Helen shares how her SEO strategy evolved alongside Google's changing standards, from early location-and-service pages to consistently publishing high-quality content that demonstrates real expertise for her ideal-fit clients. We also discuss how that long-term commitment created a steady prospect pipeline that's helped drive roughly 30% annual growth over the past five years, why it's now paying off through leads coming from ChatGPT and other AI tools, and how Helen is executing an internal succession plan so that her firm remains independent for years to come. For show notes and more visit:

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Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens is an episode from Financial Advisor Success by Michael Kitces.

This episode is 01:27:02 long.

This episode was published on Mar 10, 2026.

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