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Cody Barbo’s Blueprint for Scaling Trust & Will Amidst a $200T Wealth Shift
Manage episode 446485611 series 3610149
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Trust & Will is transforming estate planning, positioning itself to benefit from the $200T+ wealth transfer from the boomer generation. Co-founder & CEO Cody Barbo recognized the need for a modern, user-friendly estate planning solution and launched the company in 2017. He initially leveraged his personal network and micro-influencers to create authentic marketing content. As the business grew, so did their marketing strategy—expanding into TV commercials, partnerships with financial institutions, and a robust SEO strategy. The pandemic further accelerated their growth as more people turned to online estate planning solutions. Cody’s entrepreneurial journey is packed with valuable insights—tune in to hear his strategies and growth tips now!
This episode is brought to you by Stifel Bank. Whether you’re scaling your fintech startup or navigating growth in the tech world, Stifel Bank is your trusted partner for customized financial solutions. With decades of experience, Stifel supports founders and executives with expert advisory services, strategic financing, and tailored banking to fuel your growth.
Check them out at Stifel.com and see how they can help you reach new heights.
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