Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster
Release Date: 04/15/2025
Leadership and Life with Brad Johnson of Triad Partners
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In this episode of the Model FA podcast, host David DeCelle talks with Brad Johnson, co-founder of Triad Partners, about his non-linear entry into financial services and the profound internal work required to shift from top producer to effective CEO. Brad explains why financial advisory remains fundamentally a relationship business, how Triad redefines “success” as simultaneous business growth and life fulfillment (“Do Business. Do Life.”), and why emotional stability and self-management are strategic leadership assets. The episode explores both operational and psyche-focused...
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The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser
The Model FA
In this episode of the Model FA Podcast, David DeCelle sits down with Jeremy Houser, VP & Senior Advisor Development Consultant at Simplicity Group and host of the Advisor Mentorship Podcast. They break down what actually holds advisors back from scaling—why delegation is the real unlock, how a simple time audit exposes hidden leaks, and what to do right now to stay relevant to the next generation as trillions change hands. You’ll also hear practical guidance on building a digital footprint (without sounding like AI), why LinkedIn is still a blue-ocean channel for advisors, and how to...
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Navigating the Rapidly Evolving M&A Landscape with Allen Darby
The Model FA
In this episode of the Model FA podcast, host David DeCelle spoke with Allen Darby, CEO and founder of Allaris Acquisitions, to discuss the evolution of the wealth management M&A landscape. Allen, an industry veteran who completed nine acquisitions as an RIA owner, provided insights on the surge in buyers and the changing mindset of sellers over the last four to five years. He detailed Allaris Acquisitions' shift from a traditional auction model to a compatibility-focused approach designed to save time and ensure a cultural fit for sellers. The conversation also covered the impact of...
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Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers
The Model FA
In this episode of the Model FA podcast, host David DeCelle spoke with Jennifer des Groseilliers, CEO of The Mather Group, to discuss her career journey, the firm's growth strategy, and its distinct business philosophy. Jennifer detailed her transition from practicing law to becoming a financial advisor, moving through the broker-dealer world to ultimately embrace the Registered Investment Advisor (RIA) structure. The conversation explored The Mather Group's holistic service platform, which includes in-house tax and investment construction, its two-part M&A integration approach, and how...
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FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman
The Model FA
Learn how Forms Logic, a cloud-based fintech platform built exclusively for financial services firms, is revolutionizing client onboarding, account opening, and advisor transitions. In this episode of the Model FA podcast, CEO David DeCelle interviews Joel Friedman, the Chief Operating Officer of Forms Logic, who shares his 25 years of experience in wealth tech. Discover how the Navigator product eliminates paper-oriented, manual processes and single-handedly ensures single data entry and the use of the most updated, correct forms, dramatically reducing Not In Good Order (NIGO) rates from up...
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Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff Hsu
The Model FA
In Episode 202 of the Model FA Podcast, David DeCelle sits down with Arnulf Hsu, CEO & Founder of GReminders, to break down what “end-to-end meeting management” actually looks like for financial advisors—from automated scheduling and reminders, to pre-meeting briefs, AI note-taking, workflows, and post-meeting follow-ups. Arnulf shares his journey as a serial SaaS entrepreneur and explains why wealth management became the ideal vertical for automation—especially as “note takers” became table stakes. You’ll also hear what advisors struggle with most (change management +...
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The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman
The Model FA
In this episode of the Model FA Podcast, David DeCelle sits down with two fast-rising UK advisors, Sam Luke and Lawrence Bearman, to unpack how they’re using LinkedIn intentionally and consistently to build real brand authority and drive booked appointments. They break down what worked early (a lot of outbound messaging), what changed everything (consistent posting), and why boosting top-performing posts can turn “pretty good” organic traction into a serious appointment engine—especially when your content speaks directly to a niche’s real pain points (Amazon/AWS professionals and...
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Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value
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Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the “consultative recruiting” model his firm has built over nearly 30 years, why freedom, flexibility, and control are the three core forces behind most breakaway decisions, and what a realistic timeline looks like from exploration to execution. You’ll also hear how Diamond Consultants structures compensation (including a refundable retainer approach), what their 7-step...
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How Advisors Can Integrate Bitcoin into Client Portfolios (feat. Chris King, Eaglebrook Advisors)
The Model FA
In this episode, David DeCelle, CEO of Model FA, sits down with Chris King, Founder & CEO of Eaglebrook Advisors, to unpack how financial advisors can intelligently and compliantly introduce Bitcoin and digital assets into their clients’ portfolios. This is the conversation every forward-thinking advisor should hear. 🔑 Key Takeaways From Thesis to Action – How Chris went from a PwC case study on taxing Bitcoin in 2014 to building a fintech platform now used by 90+ RIAs managing over $2T in assets. Tax Alpha through Automation – Why Eaglebrook’s daily automated tax-loss...
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Faith, Ambition, and AI: Meet ModelFA’s Chief Growth Officer, Joseph Pietrocini
The Model FA
In this inspiring episode, host David DeCelle sits down with ModelFA’s newest team member, Joseph Pietrocini, Chief Growth Officer. Joseph shares his entrepreneurial journey, from launching a lawn care business in sixth grade to building a digital marketing agency in college, and how his faith and vision have shaped his career. Discover how Joseph’s passion for innovation and impact led him to ModelFA, where he’s helping drive the next wave of AI-powered tools and automations for financial advisors. Hear about his big goals, including his commitment to generosity and making a difference...
info_outlineIn this episode of the Model FA podcast, David DeCelle, CEO of ModelFA, interviews Jonathan Foster, President and CEO of Angeles Wealth Management, a national wealth management firm serving ultra-high-net-worth families. Angeles Wealth Management has grown from $250 million in 2017 to $2 billion in 2022. Jonathan shares his journey from Institutional Equity sales trader to founding his own firm and later joining Angeles. He discusses their unique business model, which aligns interests with clients by charging performance fees for alternative investments, leading to a 50% revenue increase in 2024. Jonathan emphasizes the importance of client selection, education, and legacy planning in their client experience.
Connect with Jonathan:
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Website: https://www.angelesinvestments.com/private-wealth
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LinkedIn: https://www.linkedin.com/in/jonathanrfoster,https://www.linkedin.com/company/angeles-investments/
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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