

Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin
52 snips Aug 26, 2025
Gabriel Shahin, CEO of Falcon Wealth Planning, shares how his firm skyrocketed from $200 million to $1.4 billion in assets. He emphasizes the key role of digital marketing and agile team dynamics in achieving rapid growth. Shahin discusses innovative strategies like targeted Google ads, the importance of fast lead follow-up, and personality matching for improved client-advisor relationships. He also delves into a revenue-based compensation model for advisors and the impact of stepping back from daily operations to focus on broader growth objectives.
AI Snips
Chapters
Transcript
Episode notes
Treat Marketing As Nonnegotiable Reinvestment
- Reinvest 10–15% of revenue into marketing consistently as a core expense like rent or payroll.
- Target 25–50% annual growth and scale marketing spend to sustain that pace.
COVID Forced A Founder-Led Marketing Pivot
- COVID forced Falcon to pivot from in-person, founder-led marketing to scalable digital channels.
- That shift helped the firm grow beyond being dependent on Gabriel's personal presence.
Advisors Are Your Highest-Leverage Clients
- Treat advisors as your biggest clients because each advisor serves many households.
- Supporting advisors multiplies impact and scales client service exponentially.