Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning
Release Date: 03/18/2025
Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King
The Model FA
Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors with automated tax loss harvesting, direct Bitcoin ownership, and seamless integration with major reporting platforms. In this episode, you’ll learn: Chris King’s backstory and what inspired him to launch Eagle Brook Advisors The unique value...
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Unlocking Growth: Andrea Schlapia’s EOS Blueprint for Advisory Firms
The Model FA
In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms achieve clarity, accountability, and growth. Key Topics Covered: Andrea’s background and the evolution of Ironstone Business Coaching What EOS is and why it matters for advisory firms of all sizes The six key components of EOS: Vision, People,...
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How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed
The Model FA
In this episode, David sits down with Matt Mossbarger, co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients. In This Episode: 0:00 - Introduction to Matt Mossbarger 1:00 - Matt's background in wealth management 2:30 - Origins of Wealth Feed 4:26 - Building the tech team 7:39 - Catalyst events for prospecting 11:55 - Effective outreach strategies 16:29 - Multi-channel marketing approaches 18:55 - Handwritten note strategies 23:42 - Importance of social media content 26:11 - Platform integrations Special Offer: 20% off WealthFeed...
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Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods
The Model FA
David DeCelle interviews Steven Woods, CEO of Sterling Shire, about his journey and the firm's innovative approach to the financial industry. Steven shares his background, including dropping out of high school, joining Wall Street, and founding Sterling Shire. The firm aims to revolutionize the industry by offering advisors a 100% payout model, eliminating back-end revenue streams, and automating compliance processes. Woods highlights the "advice on demand" model, where clients pay only for successful recommendations. In This Episode: 0:00 - Introduction 0:04 - Guest Background 5:00 - Wall...
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Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith
The Model FA
Stand by Model FAs! Today I am sitting down with Jason L Smith, founder of JL Smith and Prosperity Capital Advisors, to chat about his journey in the financial industry. Jason shares his early aspirations, setbacks, and eventual success in holistic wealth management. He discusses the evolution of his financial planning process, the "bucket plan," and its impact on clients. Jason also explains the "tax trilogy" of services: tax planning, tax management, and tax preparation. He emphasizes the importance of documenting processes, building a strong team, and differentiating through tax services....
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How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr
The Model FA
In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art of aligning tax professionals and financial advisors to serve high-net-worth clients with deeper, more integrated planning. Andree shares how personalized introductions, regular CPA meetings, and clear expectations can unlock growth and referrals. From systemizing partnerships...
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How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company
The Model FA
In this episode, we sit down with Steve Tenney, CEO of Grandview and Company, to explore his remarkable journey from Morgan Stanley Asset Management to launching his own RIA and ultimately coaching firm owners. Steve shares lessons from four decades in the industry, including how to standardize processes, delegate wisely, and unlock sustainable growth. Key Topics Covered: Steve’s early career path through London, Boston, and New Hampshire Founding an RIA with Dynasty Financial Partners Why Steve pivoted from client work to coaching other RIA owners The real bottlenecks in RIA...
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Transforming Client Connections with Nick Davies
The Model FA
This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure of masterminds, recommending a cadence of bi-weekly hour-long meetings for groups of 4-7. Nick also introduces a tool that integrates with CRM systems to help advisors build deeper client relationships through automated prompts and email templates....
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Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein
The Model FA
This week David DeCelle, CEO of ModelFA, interviews Sarah Ecklein, owner of Trust and Honor, about her journey from cooking to becoming a professional fiduciary. Sarah discusses her work in end-of-life care, serving as a conservator, trustee, and agent for clients, particularly in complex cases that corporate trustees may avoid. She highlights the importance of proactive estate planning, noting that only one in three Americans have an estate plan. Sarah emphasizes the need for clear communication and understanding of estate documents, and shares her efforts to educate the public through her...
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The Real Value of Your Advisory Business with Scott Leak, CFP®
The Model FA
What’s your firm really worth—and how do you unlock that value? In this episode, David DeCelle sits down with Scott Leak, CFP® and CEPA, Senior Consultant at FP Transitions, one of the most trusted firms in the advisory M&A and valuation space. With over 17,000 valuations under their belt and 100+ M&A deals last year alone, FP Transitions has a unique vantage point on what makes firms valuable—and what holds them back. Scott shares his journey from a 22-year run at TD Ameritrade to helping advisors navigate valuations, succession planning, and equity strategies at FP...
info_outlineIn this week's episode of the Model FA Podcast, David DeCelle interviews Joe Jordan, a renowned behavioral finance expert and author of "Living a Life of Significance," which has sold over 150,000 copies in five languages. Joe shares his journey from starting in financial services while still in college to his modern day roles and ventures. He emphasizes the importance of purpose-driven retirement planning, highlighting the need for financial advisors to evolve into life wealth coaches. Joe discusses the impact of technology, regulation, and demographics on the industry and stresses the necessity of human connection in financial services. He also touches on the global population decline and its implications for economic growth.
In this episode:
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Introduction to Joe Jordan's background and achievements in financial services
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Joe's journey from college into various industry roles, and insights on the evolution of the business
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The importance of "retiring towards something" and helping clients plan for their "third act"
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The role of AI in enhancing advisor efficiency to focus on more human-centric client relationships
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Overcoming the fear of rejection through processes, prospecting, and building confidence
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Demographic shifts and their impact on the future of financial services
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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Our Team:
President of Model FA, David DeCelle
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