Gabriel Shahin's guest appearances

Gabriel Shahin

Financial Advisor Success

Balanced Advisor Podcast with Dr. Travis Parry

Taylor Schulte

Travis Parry

Jeff Concepcion

Reese Harper

Nancy Bleeke

Derek Notman

Shaun Kapusinski

Michael Kitces

Amy Castoro

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

On today’s episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he’s found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With the support of his wife and family, he became a successful independent advisor.   Gabriel views balance as prioritizing your focus. There are two worlds: the work world and family world and you have to learn to appreciate both of them. If you don’t have a passion for your work, burn-out is high. Finding your happy zone and being able to communicate effectively with your family is a huge factor in finding balance. Learning to be self-aware when you’re outside of work is essential. Building a team, you can trust and delegate to is part of growing your business and finding balance in life. You can’t buy time back. Join us today as we also discuss:  Being present in the moment with your family Finding good team members and growing your business Leadership issues within the industry Building strong support systems    TIMESTAMPS 0:56 – How did you end up in financial services? 3:13 – What time environment do you see yourself in? 4:52 – What is your definition of balance? 7:41 – What is one of your biggest struggles with finding balance? 9:21 – What changes have you made since starting your practice? 11:45 – What is the most difficult thing about finding the right people to delegate to? 14:15 – What are the biggest struggles team members face? 17:54 – What are big issues for others in the industry? 20:59 – What advice would you give to others? 25:00 – How have you build your support systems? 29:17 – How can people contact you?   RESOURCES: More About Gabriel:  https://www.falconwealthplanning.com/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!

On today’s episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he’s found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With the support of his wife and family, he became a successful independent advisor.   Gabriel views balance as prioritizing your focus. There are two worlds: the work world and family world and you have to learn to appreciate both of them. If you don’t have a passion for your work, burn-out is high. Finding your happy zone and being able to communicate effectively with your family is a huge factor in finding balance. Learning to be self-aware when you’re outside of work is essential. Building a team, you can trust and delegate to is part of growing your business and finding balance in life. You can’t buy time back. Join us today as we also discuss: <ul> <li>Being present in the moment with your family</li> <li>Finding good team members and growing your business</li> <li>Leadership issues within the industry</li> <li>Building strong support systems</li> </ul> TIMESTAMPS 0:56 – How did you end up in financial services? 3:13 – What time environment do you see yourself in? 4:52 – What is your definition of balance? 7:41 – What is one of your biggest struggles with finding balance? 9:21 – What changes have you made since starting your practice? 11:45 – What is the most difficult thing about finding the right people to delegate to? 14:15 – What are the biggest struggles team members face? 17:54 – What are big issues for others in the industry? 20:59 – What advice would you give to others? 25:00 – How have you build your support systems? 29:17 – How can people contact you? RESOURCES: More About Gabriel:  <a href="https://www.falconwealthplanning.com/" rel="nofollow" target="_blank">https://www.falconwealthplanning.com/</a> Website: <a href="https://www.travisparry.com/" rel="nofollow" target="_blank">https://www.travisparry.com/</a> Email: <a href="mailto:travis@travisparry.com">travis@travisparry.com</a> Get Travis' newest book!

Ep 41: Developing Strong Support Systems with Gabriel Shahin

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      

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: <a href="https://www.kitces.com/160" rel="nofollow" target="_blank">https://www.kitces.com/160</a>

Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin