The Finance Marketing Podcast $10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy Morris
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Jan 30, 2026 Jeremy Morris, co-founder of Five Pine Wealth Management who scaled a fee-only RIA to nearly $200M AUM, tells the story of launching in a new city with zero clients. He discusses relentless follow-up, reinvesting revenue aggressively into digital ads, testing marketing channels, shifting from paid traffic to content-driven organic growth, and building an email list to lower ad reliance.
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Starting With Zero Clients In A New City
- Jeremy and Ben moved to Coeur d'Alene with zero clients and no local network.
- They spent months joining groups and attending events just to meet people and get leads.
Relentless Follow-Up Wins Leads
- Jeremy describes joining Dave Ramsey's SmartVestor and relentlessly calling leads until one converted.
- He recounts making up to 15 calls, voicemails, and emails before prospects finally responded.
Reinvest Early Revenue Into Marketing
- Reinvest all early revenue back into marketing instead of personal spending to accelerate growth.
- Treat marketing spend as an investment because client revenue compounds year after year.