Gabriel Shahin
Founder and principal of Falcon Wealth, an independent RIA in the Los Angeles area that reached roughly $200M AUM; known for aggressively investing in proactive marketing, teaching client education classes, and scaling a fee-only, tax-focused planning practice.
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Jan 21, 2020 • 2h 2min
Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin
Gabriel Shahin, founder of Falcon Wealth who grew a fee-only, tax-focused RIA to about $200M AUM, shares how aggressive marketing fueled rapid growth. He discusses allocating 10–25% of revenue to channels like classes, Google ads, SEO, and radio. Topics include a two-meeting sales process, a dedicated BD associate, quick lead response, class-driven acquisition, and the trade-offs of scaling fast.
