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 experience that scales without sacrificing quality.

From salmon breakfasts in a two-person office to a 65% close rate on $2M+ clients, Ari offers a behind-the-scenes look at Root’s rapid rise and the content engine powering it.

If you’re wondering what modern growth really looks like for advisory firms, this episode delivers the blueprint.

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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

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Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...