Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
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Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
From $25M to $1.1B: Ari Taublieb on Building Root's Viral Growth Engine
The Advisor Journey
49 minutes
4 months ago
From $25M to $1.1B: Ari Taublieb on Building Root's Viral Growth Engine
Ari Taublieb, Chief Growth Officer at Root Financial, joins The Advisor Journey to share how he helped scale the firm from $25 million to $1.1 billion in AUM, primarily through YouTube. Ari breaks down the playbook behind Root’s explosive organic growth, fueled by video content, community building, and a culture-first hiring model. He explains how one viral YouTube video can change everything, why conversion starts before the first meeting, and what it really means to build a client experienc...
The Advisor Journey
Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
