Jake Falcon

Founder of Falcon Wealth Advisors and investment advisor representative of Hightower Advisors, overseeing roughly $1 billion AUM and known for focusing on business development, client segmentation, and a centralized planning team.

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Apr 7, 2026 • 1h 30min

Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon

Jake Falcon, founder of Falcon Wealth Advisors who oversees about $1B AUM, built his firm by focusing on business development and client segmentation. He discusses delegating technical planning to a centralized team. He talks about using BombBomb videos and Instagram for authentic outreach. He explains revenue-based client tiers, hiring business-development associates, and investing directly in stocks and bonds.

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