Understanding Financial Advisory Metrics and Structure

Scaling an advisory firm quickly requires more than just marketing - it demands intentional infrastructure, rapid lead conversion systems, and a team built for volume. This episode explores how investing heavily in digital marketing, building internal efficiencies, and empowering advisors can drive explosive growth without sacrificing client service.

Gabriel Shahin is the CEO of Falcon Wealth Planning, an RIA based in Ontario, California, that oversees $1.4 billion in AUM for 1,500 households.

Listen in as Gabriel shares how his firm grew from $200 million to $1.4 billion in just five years by generating 2,500 leads per month and onboarding nearly 500 clients annually. We dive into how his team maximizes paid ads on Google with targeted landing pages and lead magnets, why content creation for SEO and “answer engine” optimization is central to their strategy, and how they ensure fast follow-up by assigning staff to manage inbound leads. Gabriel also discusses his firm's revenue-based compensation model for its advisors, why he views his advisors as his top clients, and how stepping out of day-to-day operations has allowed him to focus on leading the firm into its next phase of expansion.

For show notes and more visit: https://www.kitces.com/452