In late 2021, Eric Callahan booked a one-on-one strategy session with Dr. Reza Zahedi. At the time, his financial firm was managing just over $22 million in client assets. Business was growing—but Eric was buried in operations, with no leadership layer to support him.

That one session became a turning point.

Dr. Zahedi helped Eric restructure his org chart, identify leadership gaps, and design an executive hiring plan tailored for scale. Within 60 days, Eric hired his first COO—complete with an incentive-driven compensation model built to align with long-term vision.

Today, Eric’s assets under management have more than doubled, exceeding $50 million—and his time is now focused on growth, not grind.

“Working with Dr. Reza gave me the clarity and confidence to make the moves I’d delayed for years,” Eric says. “It wasn’t just smart advice—it changed the way I lead.”