Helen Stephens
Founder of Aspen Wealth Management, an RIA in Fort Worth, Texas, overseeing hundreds of client households and hundreds of millions in AUM; grew the firm largely through long-term SEO/AEO-driven marketing and is executing an internal succession and ownership transition plan.
Best podcasts with Helen Stephens
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Mar 10, 2026 • 1h 27min
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
Helen Stephens, founder of Aspen Wealth Management in Fort Worth managing hundreds of client households and ~$670M AUM. She recounts building durable growth through long-term SEO that evolved into AI-driven AEO, how content and tracking created a steady pipeline of right-fit prospects, and the internal succession and ownership transition plan keeping the firm independent.
Oct 25, 2024 • 41min
Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most
Helen Stephens, President and CEO of Aspen Wealth Management, brings over 30 years of experience in serving diverse clients, particularly focusing on women and money. She discusses the critical role of client feedback in business growth and enhancing relationships. Helen shares insights on establishing advisory councils to gather valuable feedback while tailoring services to meet client needs. She emphasizes clear communication to build trust and improve engagement. Helen also explores optimizing digital experiences through client input and identifying ideal clients for purposeful growth.
