Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin
Financial Advisor Success · Michael Kitces
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Show Notes
Gabriel Shahin is the founder of Falcon Wealth, an independent RIA that oversees nearly $200 million in assets under management for 370 clients. Today Gabriel joins the show to share how he has built such a successful firm from scratch in just five years by spending a significant amount on marketing.
In this episode, we discuss how he allocates his proactive marketing dollars from outsourced SEO experts to Google ads, as well as a weekly radio show. You'll learn how Gabriel handles the sales process, why he decided to hire a stand-alone business development associate, and what it takes to rapidly grow your firm.
For show notes and more visit: https://www.kitces.com/160