Scaling an advisory agency rapidly requires extra than simply advertising – it calls for intentional infrastructure, speedy lead conversion techniques, and a crew constructed for quantity. This episode explores how investing closely in digital advertising, constructing inner efficiencies, and empowering advisors can drive explosive development with out sacrificing consumer service.
Gabriel Shahin is the CEO of Falcon Wealth Planning, an RIA based mostly in Ontario, California, that oversees $1.4 billion in AUM for 1,500 households.
Hear in as Gabriel shares how his agency grew from $200 million to $1.4 billion in simply 5 years by producing 2,500 leads per thirty days and onboarding practically 500 shoppers yearly. We dive into how his crew maximizes paid advertisements on Google with focused touchdown pages and lead magnets, why content material creation for search engine optimization and “reply engine” optimization is central to their technique, and the way they guarantee quick follow-up by assigning employees to handle inbound leads. Gabriel additionally discusses his agency’s revenue-based compensation mannequin for its advisors, why he views his advisors as his prime shoppers, and the way stepping out of day-to-day operations has allowed him to concentrate on main the agency into its subsequent section of growth.
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