10+ New Clients and $15–$20M in AUM: How Client Clarity, SEO, and Patience Helped Grow This Firm
Executive Summary This case study highlights how long-term strategy, local optimization, and content alignment with their Ideal Client Profile (ICP) led to compounding results. About the Client Firm: Colorado Capital Management Location: Boulder, CO Structure: Fee-only RIA Target Clients: Mid-to-late-career professionals and early-retirement families Core Philosophy: Aligning wealth with purpose through stewardship, fiduciary guidance, and […]