The Model FA

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.

Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King 09/16/2025

Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King 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 proposition of Eagle Brook for RIAs and their clients How automated tax loss harvesting works and why it’s a game-changer for Bitcoin investors The importance of direct Bitcoin ownership versus ETFs and retail platforms How Eagle Brook ensures institutional-grade security and compliance Trends in crypto allocations among high-net-worth clients and advisors The educational resources Eagle Brook provides to empower advisors What’s next for Eagle Brook, including product roadmap and market expansion Whether you’re a financial advisor curious about crypto or an investor seeking smarter ways to manage digital assets, this episode is packed with actionable insights and real-world examples Connect with Chris: LinkedIn: Website: --- 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37956660

Unlocking Growth: Andrea Schlapia’s EOS Blueprint for Advisory Firms 09/02/2025

Unlocking Growth: Andrea Schlapia’s EOS Blueprint for Advisory Firms 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, Data, Issues, Process, and Traction How EOS helps firms manage complexity, avoid “idea overload,” and create organizational health The importance of getting leadership teams aligned and communicating the vision throughout the company Practical steps for implementing EOS, including the 90-minute overview, Focus Day, and quarterly/annual sessions Real-world case studies of firms that have transformed using EOS The value of structure and discipline in creating freedom and work-life balance Recommended resources: “Traction” and “What the Heck is EOS?” by Gino Wickman Connect with Andrea Schlapia: LinkedIn: https://www.linkedin.com/in/aschlapia/ Email: andrea@ Ironstone Business Coaching: 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37956595

How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed 08/19/2025

How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed 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 annual subscription (contact Matt directly) Connect with Matt: Email: [email protected] Website: wealthfeed.com 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37534075

Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods 08/05/2025

Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods 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 Street Beginnings 10:25 - Industry Problems & Opportunities 17:50 - Unique Client Engagement Model 26:09 - Building a World-Class Leadership Team 28:12 - Impact of "Moneyball" Book Connect with Steven: Website: sterlingshire.com Email: Available on website #FinancialServices #Investing #WealthManagement #Entrepreneurship 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37533995

Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith 07/22/2025

Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith 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. David highlights the success of merging tax practices with financial planning, citing a client who grew assets from $160 million to over $800 million. In this episode: The Holistic Wealth Management Approach The Bucket Plan: Time-Segmented Financial Planning Tax Trilogy: A Strategic Financial Framework Team and Process: Scaling Your Financial Practice Client-Centric Wealth Creation === Connect with Jason: Website: https://www.jlsmithgroup.com/ LinkedIn: https://www.linkedin.com/in/jason-l-smith-cep%C2%AE-bpc-b998ab14/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37488680

How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr 07/15/2025

How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company 07/08/2025

How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company 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 growth: customization and inefficiency Delegating with intention and playing to your strengths Why managing energy is as important as managing time The mindset shift that helps advisors fall back in love with their work Whether you’re an RIA owner looking to scale or a solo advisor feeling stretched too thin, this episode offers practical strategies to streamline operations and build a business that runs with (not on) you. === Connect with Steve: Email: Website: https:// LinkedIn: https://www.linkedin.com/in/steventenney/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37048505

Transforming Client Connections with Nick Davies 07/01/2025

Transforming Client Connections with Nick Davies 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. In this episode: Nick Davies, from Seven Figure Advisor, discusses his ambitious goal of serving 100,000 advisors in three years The power of masterminds is explored, highlighting how peer groups can drive business growth and personal development A deep dive into relationship-centric business approaches, emphasizing the importance of human connections over purely transactional interactions An introduction to a new AI tool designed to help advisors proactively maintain and deepen client relationships Nick shares insights from his diverse background, from banking in London to coaching financial advisors, and the key lessons learned about motivation and business success Connect with Nick: Learn more at 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37003130

Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein 06/24/2025

Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein 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 podcast, "The Legacy of Love." In this episode: Only 1 in 3 people in the United States have an estate plan Acts as a neutral third party for trust administration, conservatorship, and decision-making Move from a place of fear to a place of love when considering estate planning Changing family structures increase estate planning challenges Estate planning is not just about after-death distribution Connect with Sarah: Learn more at 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/37003055

The Real Value of Your Advisory Business with Scott Leak, CFP® 06/17/2025

The Real Value of Your Advisory Business with Scott Leak, CFP® 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 Transitions. Whether you're thinking about selling, merging, or simply growing smarter, this episode is packed with guidance you won’t hear at your typical industry event. 🔑 What You’ll Learn: Why “valuation” is more than just a revenue multiple (and what buyers really look for) How to structure equity swaps, partial sales, and synthetic equity to keep upside without giving it all away The KPIs that actually move the needle on firm value—and which ones are vanity metrics Why administrative relief is driving more advisors to explore partnerships and acquisitions The top deal killers in M&A (and how to avoid them before they tank your deal) 📈 For Advisors Who Are: Curious about their firm’s value today and how to increase it over time Exploring mergers, acquisitions, or partnerships to offload operational headaches Thinking about exit planning but not ready to fully step away Looking for real-world benchmarks and strategic next steps from a firm that’s seen it all Connect with Scott: Learn more at Connect with Scott Leak on Want to talk about valuation or growth strategy? David can introduce you. 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36940815

Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai 06/10/2025

Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai In this episode, David DeCelle, CEO of ModelFA, sits down with Matthew Awai of Advisor Tech Partners to explore how financial advisors can streamline operations, automate tasks, and reclaim valuable time in their business. Matthew shares his journey from working at a broker-dealer to co-founding Advisor Tech Partners, and dives into real-world automation examples that are saving firms up to 10 hours per week—just in scheduling. Whether you're a solo advisor or part of an enterprise team, this conversation offers insights into tools like Zapier, Wealthbox, and AI agents that can modernize your firm’s workflows. 🧠 Key Topics Covered Matthew's path from broker-dealer to tech entrepreneur Common operational challenges for solo and enterprise advisors Automation solutions using CRM tools and Zapier Real examples: follow-up emails, workflow triggers, and data syncs The role of AI agents and SOPs in scaling a firm Why documenting processes is crucial for growth Tools discussed: Wealthbox, Zapier, scribe.how, AI workflows ✅ Action Items 🔗 for tutorials and automation tips 📅 with Advisor Tech Partners to explore how automation can help your firm 📘 Read The E-Myth by Michael Gerber to better understand the value of systems and delegation ✍️ Try to start documenting your SOPs automatically Connect with Matthew: Email: [email protected] Website: https://www.advisortechpartners.com/ LinkedIn: https://www.linkedin.com/in/matthew-awai/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36931600

Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller 06/03/2025

Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated subdocs. They work with clients ranging from $500 million to tens of billions, emphasizing long-term strategies and high-quality private market investments. Jacob shares his background at Bridgewater Associates and the inception of Opto, highlighting the importance of trust, education, and differentiation in the RIA space. He also discusses the impact of books like "God Emperor of Dune" and "Letters from a Stoic" on his approach to business and life. We cover: Technology-Driven Differentiation Next-Generation Wealth Engagement Private Markets Reimagined Human-Centric Financial Advice Strategic Alignment and Transparency Connect with Jacob: Email: [email protected] LinkedIn: https://www.linkedin.com/in/jacob-m-08b32967/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36777410

Building a Culture of Collaboration: Lessons from Ed Kuresman 05/20/2025

Building a Culture of Collaboration: Lessons from Ed Kuresman What's up Model FAs?! This week David interviews Ed Kuresman from Mai Capital Management about his career journey. Ed started in finance during the tech bubble, interned at Madison Financial Advisors, and grew the firm from $20 million to over $1 billion in assets. During this period Ed emphasized the importance of client referrals, a positive culture, and strategic partnerships. In 2024, Madison joined Mai, adding operational expertise and expanding to 33 people. During this episode, Ed highlighted the significance of long-term planning and the impact of Phil Knight's "Shoe Dog" on his approach to business. He also discussed handling market volatility by focusing on financial planning and client education. Connect with Ed: Email: [email protected] Website: https://mai.capital/team/edward-kuresman/ LinkedIn: https://www.linkedin.com/in/ed-kuresman-cfa-7646931/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. MAI compliance signed off on the recording, with one ask; in the podcast description can you include the following disclosure language: MAI Capital Management, LLC (“MAI”) is an investment adviser registered with the Securities and Exchange Commission. The opinions and analyses expressed herein are subject to change at any time. Any suggestions contained herein are general, and do not take into account an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Distribution hereof does not constitute legal, tax, accounting, investment or other professional advice. Recipients should consult their professional advisors prior to acting on the information set forth herein. /episode/index/show/themodelfa/id/36631215

Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson 05/13/2025

Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for advisors to integrate behavioral finance principles beyond just education. Dr. Wilson highlights the significance of pre-client conversations and the emotional connection with clients. He also discusses the impact of AI on the industry, suggesting it will raise the bar for advisors, necessitating a focus on human elements and emotional intelligence. Dr. Wilson recommends the book "The Freedom of Self-Forgetfulness" by Tim Keller for its exploration of gospel humility and self-worth. In this episode: Introduction and Guest Background Motivation Behind Pursuing a PhD Behavioral Finance Philosophy Client Connection Strategies Center of Influence (COI) Relationship Management Technology and Future of Wealth Management Career Advice for Young Professionals Personal Development and Recommended Reading Conclusion and Contact Information Connect with Dr. Wilson: Email: [email protected] LinkedIn: 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36483530

The Power of Networking and Creating Personal Connections with Matt Middleton 05/06/2025

The Power of Networking and Creating Personal Connections with Matt Middleton Today we are joined by Matt Middleton, CEO of Future Proof, a media and events company aiming to modernize the wealth and investment management industry. Matt shares his journey from humble beginnings to founding Future Proof, emphasizing the importance of networking and personal connections. He discusses the company's unique approach, including casual attire, shorter sessions, and innovative networking technology. Future Proof has grown significantly, with attendance increasing from 1,600 in 2022 to nearly 2,700 in 2023. Matt envisions Future Proof as a transformative force in the financial services ecosystem, aiming to change industry perceptions and foster meaningful connections. Connect with Matt: Email: [email protected] Website: https://futureproofhq.com/ LinkedIn: https://www.linkedin.com/company/futureproofhq/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36366920

Financial Planning Revolution: Inside Domain Money with Joanne Bradford 04/29/2025

Financial Planning Revolution: Inside Domain Money with Joanne Bradford Stand by Model FA’s! In this episode, Joanne Bradford (Chief Money Officer at Domain Money) reveals the future of personal finance, challenging traditional wealth management paradigms! Don't miss this game-changing conversation about money, technology, and personal empowerment! 🚀 Key Takeaways: Why most people between 35-45 desperately need a comprehensive financial plan How technology is transforming financial advice The shocking truth about unmanaged personal finances Strategies for taking control of your financial future Connect with Joanne: Website: https://www.domainmoney.com/ LinkedIn: https://www.linkedin.com/company/domainmoney/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36302235

Unlocking Growth Strategies for Financial Advisors featuring Craig Butler 04/22/2025

Unlocking Growth Strategies for Financial Advisors featuring Craig Butler Check it out! Host David DeCelle interviews Craig Butler, Chief Growth Officer at Tru Independence, about business development and sales strategies. Tru Independence, which recently merged with Sanctuary Wealth, manages $45 billion in assets with 120 advisors. Craig emphasizes the importance of differentiating in a crowded market, offering comprehensive business services including compliance, marketing, and technology support. He highlights the need for advisors to transition from practices to businesses, suggesting tools like EOS and business valuations to assess and improve operations. Craig also recommends Donald Miller's "Building a StoryBrand" for effective client engagement. Connect with Craig: Website: https://www.tru-ind.com/ LinkedIn: https://www.linkedin.com/company/tru-independence/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36238430

Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster 04/15/2025

Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster In 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: Website: https://www.angelesinvestments.com/private-wealth 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/36238415

Life Planning: Discover Your Full Potential with Phil Weiss 04/08/2025

A Journey of Purpose, Financially and Spiritually with Gary Sirak 04/01/2025

A Journey of Purpose, Financially and Spiritually with Gary Sirak In this episode, David is joined by Gary Sirak is an experienced financial advisor who has been in the industry for 45 years. He wrote a book called "How to Retire and Not Die" based on his experiences seeing clients struggle with retirement. The key themes of the book are purpose, passion, and having a plan for retirement. Gary emphasizes the importance of retirees finding meaningful activities and not just sitting around, as that can lead to health issues. He shares examples of clients who have thrived in retirement by staying active and engaged. In this episode: Having a plan for retirement is crucial - retirees need to have purpose, passion, and a plan, not just sit around. Transitioning to retirement gradually by working part-time can help people adjust and figure out their new routine. Staying engaged, whether through travel, volunteering, or other hobbies, helps retirees avoid withering away. Spouses need to be on the same page about retirement plans and activities to avoid conflicts. Connect with Gary: Website: https://garysirak.com/contact-us/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35758755

The Importance of Specialization: Amir Noor’s Perspective on Different Types of FAs 03/25/2025

The Importance of Specialization: Amir Noor’s Perspective on Different Types of FAs In this episode of the Model FA podcast, David DeCelle is joined by Amir Noor, CFP®, EA to discuss his journey in the financial industry. Amir started at 16, working his way up from life insurance paperwork to becoming a licensed advisor. He transitioned to a fee-only firm, offering a $400/month subscription model, which grew to over 50 clients in two years. Amir emphasizes the importance of building personal connections and providing genuine financial advice. He discusses his pricing strategy, which evolved from a subscription to a payment plan, and his approach to client acquisition, including networking and public speaking. Amir also highlights the importance of specialization in the financial industry. In this episode: Amir Noor's early career starting at 16 in the financial industry Transitioning from commission-based to fee-only financial planning Amir's subscription-based business model and client acquisition strategies The importance of building personal connections and being authentic in networking Amir's approach to pricing and service model for clients Selective referrals and vetting professional relationships Amir's perspective on the different types of financial advisors and the impact of "Rich Dad, Poor Dad" Connect with Amir: Email: [email protected] LinkedIn: https://www.linkedin.com/in/amirnoor/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35679855

Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning 03/18/2025

Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning In 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: Introduction to Joe Jordan's background and achievements in financial services Joe's journey from college into various industry roles, and insights on the evolution of the business The importance of "retiring towards something" and helping clients plan for their "third act" The role of AI in enhancing advisor efficiency to focus on more human-centric client relationships Overcoming the fear of rejection through processes, prospecting, and building confidence 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35646255

From Author to Authority with Paul McManus 03/11/2025

From Author to Authority with Paul McManus In this episode of the Model FA podcast, David DeCelle is joined by Paul McManus, a best-selling author and financial services expert, about the benefits of writing short books for financial advisors. Paul explains that writing a book helps advisors position themselves as educators rather than salespeople, shortening sales cycles and building trust. He describes a six-week process for creating short books, emphasizing the importance of storytelling and focusing on the target audience's problems and solutions. They also discuss the cost-effective benefits of publishing on Amazon, including the ability to print on demand and achieve bestseller status through strategic promotions. Connect with Paul McManus: Email: [email protected] Website: LinkedIn: https://www.linkedin.com/in/paulgmcmanus/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35646080

Creating Memorable Events with Angela York & Elyse Stoner 03/04/2025

Creating Memorable Events with Angela York & Elyse Stoner In this episode of the Model FA podcast, David DeCelle is joined by Angela York and Elyse Stoner, co-founders of Event Advisors, to explore the art of creating unique and memorable events that not only drive business but also help deepen relationships. They share their expert insights on how events can be leveraged as powerful tools for growth, connection, and brand-building. Whether you're looking to enhance your business or foster stronger connections with clients and partners, this conversation is packed with actionable ideas and strategies. Tune in for valuable tips and inspiration! Check out these resources: Client Insight Questions for Event Success - Website - Email - LinkedIn - The Power of Moments: Why Certain Experiences Have Extraordinary Impact by Chip and Dan Heath - Connect with Angela York: Website: https://www.Event-Advisors.net LinkedIn: Connect with Elyse: Website: https://www.Event-Advisors.net LinkedIn: https://www.linkedin.com/in/elyse-adler-stoner/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35447490

Rick Burgess' Unique Approach to Balancing Business and Creativity 02/18/2025

Rick Burgess' Unique Approach to Balancing Business and Creativity In this episode, David DeCelle, the CEO of ModelFA, sits down with Rick Burgess, from Forms Logic. Rick shares his unique journey, from his time in the Marines to his experiences as a financial advisor, wholesaler, and serial entrepreneur. Rick explains how Forms Logic, a data company that is revolutionizing the way the financial industry handles paperwork and data management. He provides insights into the challenges and inefficiencies in the industry, and how their platform is helping advisors, RIAs, and firms streamline their processes. Key Takeaways: Rick's unconventional career path and how it shaped his entrepreneurial mindset The importance of data-driven solutions in the financial industry Practical use cases of Forms Logic's platform for advisors, RIAs, and firms of all sizes Strategies for handling acquisitions and mergers efficiently using technology Rick's love for Stephen King's "It" and how it helps him unplug from the technical aspects of his work This episode is a must-listen for anyone in the financial industry looking to improve their data management, streamline their operations, and stay ahead of the curve. Connect with Rick: Website: https://www.formslogic.com/ Email: [email protected] LinkedIn: https://www.linkedin.com/in/itsalive/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35041830

MFA Exchange Exclusive: February DDG 02/11/2025

MFA Exchange Exclusive: February DDG This month’s special episode of the Model FA podcast is another edition of the DDG - where David, Dan and Graham come together to mind meld about the Exchange () and this month’s episode is all about business development, emphasizing the importance of authenticity and relationship building in client interactions. The conversation also touches on technical difficulties faced during the podcast, team dynamics, and the significance of engaging conversations in a business context. The hosts share insights on how to effectively build trust and likability with clients while maintaining those relationships over time. In this conversation, the speakers delve into the importance of effective communication, networking, and the human element in business relationships. They discuss strategies for building rapport, leveraging referrals, and maintaining a personal touch in an increasingly digital world. We emphasize the significance of confidence and genuine curiosity in fostering meaningful connections and driving business growth. Key Takeaways: Authenticity is key in business development efforts. Building relationships requires intentional conversations. Technical difficulties can impact team dynamics during meetings. Engaging conversations are essential for client relationships. Collecting client reviews is crucial for business success. Trust is easier to gain than to maintain in relationships. A real person behind business efforts makes a difference. Challenging ideas in discussions can enhance podcast quality. Effective communication skills are vital for networking. People enjoy talking about themselves, which can enhance networking. Being genuinely interested in others makes you more likable. Identifying key individuals before networking events can lead to meaningful connections. Asking questions and being curious can lead to reciprocal conversations. Referrals are strengthened by reinforcing positive experiences with clients. The human element is crucial in a world leaning towards automation. Personalized communication can significantly improve client relationships. Confidence is built through consistent actions and small promises kept. Effective networking requires a focus on building relationships, not just seeking prospects. Maintaining a human touch in marketing can differentiate you from competitors. Connect with Dan: Website: https://www.fa.exchange Email: Connect with Graham: Website: Email: [email protected] LinkedIn: https://www.linkedin.com/in/theonlinemarketer/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35234450

An Unrivaled Passion for Operational Efficiency with Jason Mirabella 02/04/2025

An Unrivaled Passion for Operational Efficiency with Jason Mirabella In this episode, David DeCelle, CEO of ModelFA, sits down with Jason Mirabella, founder of Deliver Advice. Jason shares his 25-year career journey in the financial services industry, discussing his transition to the RIA space and his experience as Chief Platform Officer and COO at WealthSource Partners, a $2.1-2.3 billion RIA. He explains the importance of moving from an advisor-centric mindset to an enterprise mindset when building scalable advisory firms. Jason introduces the "blocks" methodology of Deliver Advice, which focuses on nine key areas of an enterprise-level business, including strategy, platform, client experience, and culture. He emphasizes the need for a shared philosophy and framework to create cohesive outcomes for firms. The conversation also covers the challenges of organic growth and M&A in the industry, including the concept of "Franken Firms" and the risks associated with advisor-dependent businesses. Jason provides actionable steps for larger firms to address these issues, such as focusing on strategic planning and alignment. Key Takeaways: Jason's career journey and evolution from an analyst to an enterprise-level consultant The importance of moving from an advisor-centric to an enterprise mindset Deliver Advice's "blocks" methodology for building scalable advisory firms Addressing the challenges of organic growth and M&A in the industry Actionable steps for larger firms to improve organizational health and culture Connect with Jason: Website: https://www.DeliverAdvice.com Email: [email protected] LinkedIn: https://www.linkedin.com/in/jasonmirabella/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/35041885

Navigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David Newson 01/21/2025

Navigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David Newson In this episode of the Model FA Podcast, host David DeCelle sits down with David Newson, the founder and CEO of XNW Digital, to explore his remarkable journey into the financial planning industry. From his unexpected start in the shoe department at Nordstrom to his foray into the world of behavioral healthcare, Newson's path has been anything but conventional. Key Moments: 0:01:49 - Newson's journey from Nordstrom to the financial planning industry 0:10:00 - Newson's experiences in the behavioral healthcare space and the personal challenges he faced 0:25:00 - Newson's insights on the importance of professional marketing language in the financial industry 0:32:38 - Newson's approach to evaluating a firm's marketing team and their ability to handle leads 0:49:03 - Newson's recommendation of the book "The Creative Act" by Rick Rubin and its impact on his understanding of creativity Tune in to hear Newson's unique perspective on the intersection of marketing, compliance, and growth in the financial planning industry. This episode is a must-listen for any firm looking to elevate their marketing efforts and drive sustainable growth. Connect with David: Email: Website: https://xnwdigital.com LinkedIn: https://www.linkedin.com/in/newson/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/34592360

Get a sneak peek at the interesting conversations happening inside of the Exchange! 01/14/2025

Get a sneak peek at the interesting conversations happening inside of the Exchange! In this exciting episode of the Model FA Podcast, co-founders David DeCelle, Graham Gardner, and Dan Allison share fresh insights and actionable strategies straight from their thriving membership platform, The Exchange. Each month, they highlight key posts, discussions, and breakthroughs from within the community that offer high-value advice to financial advisors looking to grow and scale their practices. This episode is no exception as they dive deep into topics that matter most to advisors: refining your client segmentation process, the art of building a second-chair advisor role, and actionable tips for reaching your 2025 business goals. Whether you’re looking to streamline your client experience, automate key areas of your business, or sharpen your marketing strategies, this episode offers a treasure trove of ideas and tools to help you elevate your practice. Get ready for a fun, insightful, and engaging conversation packed with practical takeaways you won’t want to miss! Key Highlights: Client Segmentation with Adam Swerdlow Adam’s new approach to client segmentation goes beyond just revenue. He uses a point system considering revenue, referral potential, wealth trajectory, service time, and client engagement. This method helps identify A, B, and C clients based on both qualitative and quantitative factors. If you're a member of the Exchange, search for “Client Segmentation” by Adam Swerdlow for more details and a downloadable Google doc. Key Takeaway: Evaluate your clients holistically—not just by the revenue they generate, but by their potential to refer new business and the energy they bring to your practice. Hiring a Second Chair Advisor A second-chair advisor can help advisors offload lower-value clients while maintaining service to your top-tier clients. This approach can help you scale your practice without losing relationships or revenue. Key Takeaway: Hiring a second chair advisor early on can make transitions smoother as you prepare to step back from day-to-day operations. It’s a long-term play that ensures business continuity and client satisfaction. Michael Kitsis and the Power of Referral Strategies Paul McManus helps advisors become authors. He was recently featured on Michael Kitsis' podcast, and his calendar is already full for January. For advisors thinking about authoring a book, Paul’s services can help bring your ideas to life and make you a bestseller. Key Takeaway: Networking with industry influencers, like Michael Kitsis, can significantly elevate your business and exposure. Automation and Operational Efficiency Ariel from Sphinx Automation and Jason Mirabella from Deliver Advice are contributing new courses and monthly calls on improving operational efficiency and automating business functions. Key Takeaway: Efficient automation can save valuable time and allow advisors to focus on high-impact activities. Google Reviews and Testimonial Strategies Building and systematizing a Google review program is crucial for advisors looking to enhance their online presence. Michael Kitsis discusses this in his podcast. Key Takeaway: Set up automation for requesting reviews, integrate them into your CRM, and ensure you aren’t bombarding clients who’ve already given a review. January Webinar on Google Reviews Save the Date: On January 23rd, at 12 PM ET, join David DeCelle and Andrew Johnson for a webinar on how to leverage testimonials and Google reviews for your practice. Register here (available before the event). VIP Mastermind and Member Highlights Congrats to Melody Brady, Joe Moss, and David Daley for reaching Level 6 in the Exchange. These members will participate in the first VIP mastermind, where Dan, Graham, and David will help them refine their business strategies. Key Takeaway: Engaging and contributing to the community can unlock opportunities for deeper business development through personal coaching. Setting Strategic Goals for 2025 Graham shares a framework for setting strategic goals for 2025 using the SMART methodology (Specific, Measurable, Attainable, Repeatable, Time-bound). Key Takeaway: Focus on 1-3 key goals for each area of your business, then work backwards to develop tactics that will move the needle. Avoid getting caught up in tactical noise. Sports Moment Graham shares his excitement about his Washington Commanders making the playoffs, and David (with his Tampa Bay background) provides a humorous take on sports fandom. Useful Links: Join The Exchange: Webinar Registration (January 23rd, 12 PM ET): Tune in for more valuable content like this each month on the Model FA Podcast! Connect with Dan: Website: https://www.fa.exchange Email: Connect with Graham: Website: Email: [email protected] LinkedIn: https://www.linkedin.com/in/theonlinemarketer/ 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/34844865

The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad 01/07/2025

The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad In this episode of the ModelFA Podcast, David DeCelle is rejoined by Kristin Harad, a business and marketing coach for RIA leaders and independent financial advisors. Kristin shares tactical advice on content creation, leveraging LinkedIn, improving prospect follow-up, and enhancing client engagement to drive referrals. Key Moments: [1:37] Kristin emphasizes the importance of content marketing as the foundation of an advisor's marketing plan. [2:55] Kristin and David discuss the various content mediums advisors can utilize and the importance of finding a sustainable approach. [6:12] Kristin provides tips on optimizing a LinkedIn profile, including the headshot, background photo, and headline. [15:45] David and Kristin explore strategies for effective prospect follow-up, including providing value-added content and using specific language to encourage responses. [33:39] Kristin recommends the book "All It Takes Is a Goal" by John Acuff and shares how it has impacted her approach to goal-setting. Be sure to subscribe to the ModelFA Podcast for more insights and strategies to help grow your financial planning practice. Connect with Kristin: Website: https://fulladvisorcoaching.com Email: [email protected] LinkedIn: https://linkedin.com/in/kristinharad 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. /episode/index/show/themodelfa/id/34592270

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