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.

The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser 03/17/2026

The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser 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 keep heirs engaged without turning your calendar into chaos. ✅ What you’ll learn: 🎯 The #1 scaling problem advisors refuse to face (and how to fix it) ⏱️ How to run a time audit that reveals what to delegate first 🩺 The “doctor’s office” analogy for protecting your time (screening + process) 🧬 How to stay relevant to heirs before the wealth transfer happens 🌊 Why authenticity wins in a “sea of sameness” content world 🤝 Connect with Jeremy: 🎙️ Podcast: ✉️ Email: jeremy.houser@simplicitygroup.com 🌐 Website: 🔗 LinkedIn: 👍 If you want more conversations like this—strategy, systems, growth, and what’s actually working—subscribe and drop a question in the comments. 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/40500020

Navigating the Rapidly Evolving M&A Landscape with Allen Darby 03/03/2026

Navigating the Rapidly Evolving M&A Landscape with Allen Darby 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 rising interest rates on deal focus, the dynamics of "Franken-firms" created by aggressive aggregators, and a deep-dive on the potential disruptive power of AI on advisory businesses and valuations. In this episode: • Wealth Management M&A has fundamentally changed, with a surge of credible buyers and "through the roof" capital availability over the last four years. • RIA Sellers are more sophisticated, realizing that independence after a sale exists on a "spectrum of autonomy" instead of a binary loss of control. • Rising rates are forcing M&A Buyers to intensely focus on Organic Growth, with many now filtering out firms below a 5–7% net new asset growth rate. • The traditional "financial auction" model is being replaced by a compatibility-focused approach that ranks partners by objective factors like fee model and tech stack to ensure a better cultural fit. • Sellers must weigh "business lift" against autonomy, as highly acquisitive "Franken-firms" often lead to a "bumpier ride" with operational chaos due to less integration. • AI's Impact on Valuations: AI is predicted to automate many RIA roles—potentially eliminating staff within 6–12 months—which will increase profitability and may make highly scalable, high-margin practices more valuable. • The Biggest Disruptor is the threat AI poses to the Advisor Moat of "guidance," as the value of "knowledge" approaches zero and LLMs become more empathetic. • This looming AI disruption and the potential for "uberization" of the industry may encourage RIA owners to accelerate their sale timeline within the next three to five years. #RIAMergers #FinancialAdvisor #WealthManagement #AllarisAcquisitions #ModelFA #RIAAcquisitions #FinancialPlanning #OrganicGrowth #FinancialServices #AITrends #FinancialTechnology #PrivateEquity #BusinessStrategy #M&A #SuccessionPlanning Connect with Allen Darby and Allaris Acquisitions: Website: AllarisAcquisitions.com Email: Allen.Darby@AllarisAcquisitions.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/39968485

Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers 02/17/2026

Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers 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 their core value of "Unreasonable Hospitality" drives success metrics like high client retention and referrals.In this episode: • The RIA Model is a Growth Area: Jennifer des Groseilliers' move from the broker-dealer world highlights the perceived stability and future of the Registered Investment Advisor (RIA) model. • Embrace Holistic Wealth Management: The Mather Group's success with $15B in AUM/A is built on a comprehensive platform that integrates financial planning, in-house tax services, investment management, and a family office approach. This "all-in-one" model offers greater efficiency and coordination for clients. • M&A Success Hinges on Culture: For firms pursuing growth via mergers and acquisitions, the primary focus ("heavy lifting") should be on ensuring cultural alignment, not just operational synergy. • Define Success by "Unreasonable Hospitality": High client retention and referral rates can be achieved by moving beyond basic service to align a client's financial goals with their personal values, creating a truly exceptional experience. • Strategic Growth is Dual-Track: The firm demonstrates that expansion can be effectively achieved through both organic client acquisition and strategic M&A. • Team Structure and Governance Matter: Utilizing a team-based service model and having an advisory council composed of equity owners are effective mechanisms for ensuring service consistency and internal goal alignment. • Advice for Women in Finance: Aspiring women professionals should seek out firms that demonstrably align with their personal values and provide a genuinely supportive working environment. #RIAMergers #FinancialAdvisor #WealthManagement #TheMatherGroup #ModelFA #RIAAcquisitions #FinancialPlanning #UnreasonableHospitality #BusinessStrategy #WomenInFinance #SuccessionPlanning #OrganicGrowth #TaxServices Connect with Jennifer des Groseilliers and The Mather Group: Website: TheMatherGroup.com Email: info@TheMatherGroup.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/39968405

FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman 02/03/2026

FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman 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 to 50% down to the low single digits. Joel also details how the Migrator product streamlines advisor transitions, turning a typically 60- to 90-day process into a three-to-four-week preparation period, which is critical because "time kills deals" and means assets are deployed faster to generate income. Forms Logic is focused on streamlining front and back office operations for broker-dealers, RIAs, and wealth managers to free up capacity for organic growth. In this episode: • Meet the Expert: Joel Friedman, a long-time expert (25 years!) in the technology used by financial companies, especially known for his 20+ years at Docupace. • The Solution: A tool called "Forms Logic Navigator" that solves the huge problem of too much paperwork in wealth management. • The Problem: Opening new client accounts is slow and full of mistakes because people have to manually fill out and check forms, often typing the same information (like a name) over and over. • The "Magic" of Single Entry: Forms Logic's Navigator lets you enter a client's information just once, and it automatically fills out all the necessary forms. • Fewer Mistakes: The system drastically cuts down on forms that are "Not In Good Order" (NIGO)—meaning they're incomplete or incorrect—from a very high 30-50% down to almost none. • Easy Advisor Moves (Migrator): Forms Logic's Migrator makes it much faster and simpler for financial advisors to switch firms and bring all their clients with them, cutting a 60-90 day process down to just a few weeks. • Why Quickness Pays Off: Moving assets faster means they start earning money sooner, which boosts income and keeps clients happier. • Complete Workflow Automation: The platform handles everything from the forms the advisor fills out (front office) to the processing and checking done by the company (back office), creating a seamless, streamlined process. • The Main Advantage: By automating and simplifying operations, the firm and its advisors have more time and energy to focus on finding new clients and growing the business. #FinancialServicesTechnology #WealthManagementSolutions #AdviserTechnology #FormsAutomation #FintechInnovation #BusinessEfficiency #ClientOnboardingSolutions #AdvisorTransitions #FintechForAdvisors #FormsLogic #WealthTech #NIGOSolutions Connect with Joel Friedman / Forms Logic: Website: formslogic.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/39964720

Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff Hsu 01/20/2026

Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff Hsu 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 + compliance), why deep native integrations matter, and where AI meeting tech is going next (document intelligence, KPI insights, and profitability analytics). What You’ll Learn 00:00 – Intro + guest welcome (Street Cred connection) 02:05 – Arnulf’s background: enterprise SaaS exits + why wealth tech 06:40 – Why wealth management is “ripe” for innovation 09:10 – Why GReminders picked wealth as a vertical (focus + integrations) 13:10 – What GReminders does: end-to-end meeting management 18:40 – Automated scheduling + team meetings (ops time-saver) 23:10 – Pre-meeting briefs + pulling context across systems 28:10 – AI note-taker + action items + draft follow-up emails 33:40 – Adoption: change management + why back-office AI wins 39:10 – Compliance, security, and archiving/journaling expectations 44:05 – Roadmap: document intelligence + more native integrations 49:10 – KPI/profitability analytics + coaching advisors to improve 55:20 – Final takeaways + where to learn more If review season scheduling is crushing your team, or your meeting prep and follow-up are inconsistent, this episode is a blueprint for how advisors are gaining back months of capacity. Connect with Arnuff: Website: https://www.greminders.com/ LinkedIn: https://www.linkedin.com/in/arnulfhsu/ 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/39586050

The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman 01/06/2026

The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman 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 high-performing lawyers). What you’ll learn How Sam and Lawrence got started in advice and found their niches The “messaging-first” phase vs. the moment posting finally clicked What types of content actually resonate on LinkedIn (and why “viral” isn’t always the goal) Why boosting posts can be a no-brainer after you prove the message works organically The role of peer collaboration, accountability, and getting help from specialists to shorten the learning curve Connect with Sam: Website: LinkedIn: Connect with Lawrence: Website: 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 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/39457865

Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value 12/16/2025

Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value 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 consulting framework looks like, and how advisors can avoid getting overwhelmed when independence opens up a “toy box” of tech, compliance, and infrastructure decisions. What You’ll Learn The difference between traditional recruiting vs recruitment consulting Why most advisor pain points trace back to Freedom, Flexibility, and Control How Diamond Consultants helps advisors compare 3–7 best-fit destinations (wirehouse, IBD, RIA, aggregators, etc.) How fees work: firm-paid recruiting model + when a refundable retainer comes into play A realistic view of the transition timeline: 6–12 months is common, longer for breakaways How many breakaway teams simplify tech decisions by plugging into existing RIA platforms #FinancialAdvisor #RIA #AdvisorTransition #BreakawayAdvisor #WealthManagement #ModelFA #DiamondConsultants #MergersAndAcquisitions #SuccessionPlanning #AdvisorGrowth Connect with Louis: Website: LinkedIN: Email: ldiamond@diamond-consultants.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/39425150

How Advisors Can Integrate Bitcoin into Client Portfolios (feat. Chris King, Eaglebrook Advisors) 12/02/2025

How Advisors Can Integrate Bitcoin into Client Portfolios (feat. Chris King, Eaglebrook Advisors) 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 harvesting gives clients unmatched tax advantages — and why Bitcoin’s “no wash-sale rule” makes it a goldmine for advisors. Beyond ETFs: Owning the Real Thing – The difference between “paper Bitcoin” ETFs and directly owning the asset through qualified custody. Advisor Advantage – How integrating crypto into wealth planning helps RIAs: Increase AUM with held-away crypto transfers Deliver tangible tax savings Strengthen client trust with institutional-grade custody Dispelling Myths – Why high-net-worth investors (not just young techies) are driving Bitcoin adoption in advisor-managed portfolios. The Road Ahead – How Eaglebrook plans to scale to broker-dealer and wirehouse markets, expand into staking and yield strategies, and redefine how advisors approach digital assets. 🧠 Who Should Watch RIAs exploring crypto for client portfolios Financial planners looking to differentiate with tax-efficient strategies Advisors curious about the future of digital assets in regulated wealth management 🔗 Resources & Mentions Eaglebrook Advisors: --- 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/38609770

Faith, Ambition, and AI: Meet ModelFA’s Chief Growth Officer, Joseph Pietrocini 11/18/2025

Faith, Ambition, and AI: Meet ModelFA’s Chief Growth Officer, Joseph Pietrocini 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 in his community, and get a behind-the-scenes look at the exciting projects on the horizon for ModelFA. Whether you’re an advisor, entrepreneur, or just love a good story about growth and purpose, this episode is packed with insights, laughs, and motivation. Plus, find out where you can follow Joseph’s journey online! Connect with Joseph: Email: Website: modelfa.com LinkedIn: https://www.linkedin.com/in/josephpietrocini/ --- 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/37956925

Lessons from Jiu Jitsu Applied to Financial Advisory Marketing with Graham Gardner 11/04/2025

Lessons from Jiu Jitsu Applied to Financial Advisory Marketing with Graham Gardner Today we go inside of the mind of Model FA's Chief Marketing Officer, Graham Gardner, as he shares his path from OG Model FA employee to Partner at Model FA. In this episode, Graham discusses his role, the significance of strategic marketing, and how he helps clients build lasting relationships. Key Takeaways: From Gaming to Marketing: Graham's unique transition from running a gaming server to becoming a marketing expert. Fractional CMO Role: Insights into how Graham serves as a fractional CMO, providing deep, strategic marketing support to multiple clients. Long-Form Content Strategy: The importance of creating core content that can be repurposed across various platforms to build authority. Building Relationships: How focusing on meaningful client relationships can drive success in financial services marketing. Connect with Graham: LinkedIn: Email: Graham@modelfa.com #MarketingJourney #ModelFA #GrahamGardner #Podcast --- 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/37956900

From Cold Calls to AI: Michael Barasso’s Blueprint for Modern Wealth Managemen 10/21/2025

From Cold Calls to AI: Michael Barasso’s Blueprint for Modern Wealth Managemen In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline. Michael shares his journey from software sales to joining and transforming his family’s wealth management firm, and how he leveraged technology and process improvements to drive explosive growth. Discover how United FPG doubled their lead flow, harnessed the power of client reviews, and implemented innovative solutions like dynamic client questionnaires and an AI-powered receptionist. Michael also unveils Wealthline’s suite of tools designed to help advisory firms streamline operations, capture more leads, and reclaim valuable time. Whether you’re a financial advisor, business owner, or tech enthusiast, this episode is packed with actionable insights on scaling your business and embracing AI-driven solutions. Key Topics Covered: Michael’s transition from software sales to wealth management The evolution and growth of United Financial Planning Group How client reviews transformed their sales process and lead generation Building a high-converting, SEO-optimized website Streamlining client onboarding with dynamic questionnaires The story behind Wealthline’s AI receptionist and Engage platform Tackling email overload with AI-powered inbox management Actionable advice for advisors on leveraging technology and AI Action Items from the Episode: Connect with Michael Barasso on LinkedIn: https://www.linkedin.com/in/mbarrasso/ Check out the Wealthline website at wealthline.ai and fill out the form for a free call analysis Explore Wealthline’s AI receptionist and email management features Links Mentioned: Wealthline: https://wealthline.ai --- 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/37956800

From Adversity to Advocacy: Cary Carbonaro’s Journey in Wealth Management 10/07/2025

From Adversity to Advocacy: Cary Carbonaro’s Journey in Wealth Management In this inspiring episode of the Model FA Podcast, host David DeCelle sits down with award-winning financial advisor, author, and female advocate Cary Carbonaro. Cary shares her remarkable journey from learning about money at her father’s side to becoming a leading voice for women in wealth management. Discover how Cary built her brand, the importance of marketing in financial services, and why women are poised to control the majority of the nation’s wealth in the coming years. Cary opens up about the challenges she faced in a male-dominated industry, her passion for empowering women—both as clients and professionals—and the lessons from her bestselling book, "Women in Wealth: A Playbook to Empower Clients and Unlock Their Fortune." Key Topics Covered: Cary’s early influences and career path in finance Building a personal brand and client base through marketing and PR The critical role of women in the future of wealth management Overcoming adversity and advocating for change in the industry Actionable tips for advisors to connect with and serve female clients Highlights from "Women in Wealth" and the coming $30 trillion wealth transfer Connect with Cary Carbonaro: LinkedIn: https://www.linkedin.com/in/carycarbonarocfp/ Book: "Women in Wealth" (Wiley Publishing) – Available on Amazon, Barnes & Noble, and independent booksellers --- 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/37956740

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: matt@wealthfeed.com 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: matthew@advisortechpartners.com 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: jacob@optoinvest.com 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: ed.kuresman@mai.capital 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: joshua@drjoshuawilson.com 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: matt@futureproofhq.com 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

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