Gabriel Shahin
CEO of Falcon Wealth Planning, an RIA based in Ontario, California, overseeing $1.4 billion in AUM for 1,500 households. Known for investing heavily in digital marketing and building internal efficiencies.
Best podcasts with Gabriel Shahin
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Aug 26, 2025 • 1h 30min
Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin
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.
May 9, 2025 • 31min
#711 - Learn "How the Rich Get Richer" | Tai Lopez & Gabriel Shahin
Gabriel Shahin, a financial advisor and author of "How The Rich Get Richer," discusses the attitudes that differentiate the wealthy from others. He emphasizes the importance of prudent decision-making and risk management. Shahin explores estate planning philosophies influenced by figures like Bill Gates and Warren Buffett. The conversation highlights the benefits of fee-only advisory services for impartiality, and the complex financial decisions of the affluent. Listeners gain insights into effective money management and the need to challenge traditional financial beliefs.
