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.

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

From Accounting to Entrepreneurship: Gerry Spitzer’s Journey to Building a Thriving Independent Firm 12/17/2024

From Accounting to Entrepreneurship: Gerry Spitzer’s Journey to Building a Thriving Independent Firm In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the right platform. Gerry highlights the value of the Certified Exit Planning Advisor (CEPA) designation and the success of their team, which now manages $875 million in assets. They also explore the complexities of helping business owners plan for life after their companies, including succession planning and leveraging ESOPs. In this episode: 0:01:10 Gerry Spitzer's career journey - Started in accounting, moved to computer sales, then joined Merrill Lynch training program despite high failure rate. Formed a long-term partnership with a colleague from the training program. 0:04:49 Transitioning to independence - Discussed benefits and challenges of working at large brokerages vs. the independent space. Emphasized the importance of due diligence when choosing an independent platform. 0:13:14 Building a team and client base - Described current business with 7 team members and $875M in assets. Serve a mix of clients including business owners, corporate executives, and those inheriting wealth. 0:15:26 Challenges and opportunities in exit planning - Highlighted importance of succession planning for business owners. Shared examples of different exit planning approaches like ESOP transactions. 0:25:23 Navigating the transition process - Discussed resistance from business owners and strategies to overcome it, including building a strong professional team. 0:35:39 Impact of exit planning on clients - Emphasized the referrals and positive outcomes from successful exit planning engagements. Importance of educating centers of influence. 0:39:11 Final thoughts and future goals - Excited about the independent space and opportunities to continue serving high-quality clients. Connect with Gerry: Website: www.questarcap.com Email: [email protected] LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/ 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/34484565

Disrupting the RIA Space: How Ritik Malhotra is Redefining Financial Advice 12/03/2024

Disrupting the RIA Space: How Ritik Malhotra is Redefining Financial Advice In this episode of the ModelFA podcast, host David DeCelle sits down with Ritik Malhotra, the founder and CEO of Savvy Wealth. Ritik shares his impressive entrepreneurial journey, from building internet businesses as a teenager to founding successful startups in cloud storage and fintech. The conversation digs into Ritik's inspiration behind starting Savvy Wealth - his experience working with financial advisors and identifying the industry's need for modernization and technology-driven solutions. Ritik explains how Savvy Wealth's purpose-built AI-powered platform is empowering advisors to increase efficiency, scale their businesses, and spend more time focused on client relationships. Key insights from the discussion include: How AI is currently impacting the financial advisory industry, from automating compliance and marketing tasks to freeing up advisor time Examples of advisors seeing 50% time savings on quarterly reviews and 80% reductions in content creation time Ritik's emphasis on using AI to augment advisors, not replace them, and the importance of the human advisor-client relationship Savvy Wealth's approach to constantly gathering feedback from advisors to improve their platform and address pain points Ritik also shares the influential book "Founders at Work" by Jessica Livingston, which inspired him in his entrepreneurial journey. This episode provides valuable insights for financial advisors looking to leverage technology and AI to enhance their practices and better serve their clients. Be sure to visit Savvy Wealth's website and follow them on LinkedIn to learn more about their innovative solutions. Connect with Ritik: Website: https://www.savvywealth.com Email: [email protected] LinkedIn: https://www.linkedin.com/in/ritikmalhotra/ 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/33996897

From Pilot to Financial Advisor Marketer: Jonathan Musgrave’s Story of Adaptation and Innovation 11/19/2024

From Pilot to Financial Advisor Marketer: Jonathan Musgrave’s Story of Adaptation and Innovation What does a pilot’s license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They’re all part of Jonathan Musgrave’s remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his unconventional career path and how it shaped his approach to helping financial advisors thrive. Check out these key moments: 0:01:25 - Jonathan describes his goal out of college as becoming "unemployable" 0:02:25 - Early ambition to become a pilot and get his pilot's license at age 16 0:03:25 - Jonathan shifts to journalism after the pilot market becomes flooded post-9/11 0:04:25 - First job out of college was at a wholesale company as their marketing director 0:07:25 - His transition from print to digital marketing and starting Steep Digital in 2017 0:10:25 - Challenges and lessons learned from his wholesale business experience 0:14:25 - How COVID-19 led to a shift from live events to webinars for Steep Digital 0:19:25 - The "Psychology of Retirement" film and its success in attracting audiences 0:27:25 - Effective call to action used at the film events 0:34:25 - Impact of Cameron Herold's book "Vivid Vision" on his approach to leadership and vision setting 0:41:25 - Jonathan provides information on how to connect with Steep Digital and get a free copy of the film Connect with Jonathan: Website: https://www.steepdigital.com Email: [email protected] LinkedIn: https://www.linkedin.com/company/steep-digital-marketing 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/33935792

Pioneering Fee-Only Wealth Advice with Christopher Tan 11/05/2024

Pioneering Fee-Only Wealth Advice with Christopher Tan In this episode, Christopher Tan, CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial services. Despite initial industry resistance, Providend has grown to manage over $1 billion for 900 households, with a team of 55. Tan emphasized the importance of aligning financial advice with clients' life goals and credited the "hedgehog concept" from Jim Collins' "Good to Great" for guiding Providend's strategy. Check out these key moments: 0:02:06 Christopher Tan introduces himself as the CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm. 0:07:13 Christopher discusses how his time in the army instilled confidence, discipline, and a sense of pride in his work that he carried into his business career. 0:14:31 He shares how a client's feedback made him realize he was selling products rather than providing true financial planning advice, leading him to leave the insurance industry. 0:22:42 Christopher recounts the initial industry backlash and personal attacks he faced when launching Providend's fee-only model, including threatening letters. 0:40:02 Christopher emphasizes Providend's focus on helping clients achieve their life goals, not just managing their money, as a key driver of the firm's success. 0:51:40 Christopher explains how the "hedgehog concept" from the book "Good to Great" has shaped Providend's corporate strategy and mission. Connect with Christopher: Website: https://www.providend.com Email: [email protected] LinkedIn: https://www.linkedin.com/in/christopher-tan-19336a/ 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/33708512

The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses 10/15/2024

The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News. Abby discusses her transition into growing large RIA firms like Fusion Advisor Network and Hightower Advisors, and the key lessons she's learned about advisor growth and operational efficiency. Check out these key moments: 0:06:35 Abby's early career path and how she "happenstanced" into financial services 0:12:35 Abby's move from publishing into the custodial side at TD Waterhouse 0:15:35 Abby's experience growing Fusion Advisor Network, Private Advisor Group, and Hightower 0:24:04 Abby's approach to helping advisors identify where they spend their time and energy 0:31:07 Abby's focus on culture and selectivity in who RFG brings onto their platform 0:36:32 How RFG balances automated content with custom, advisor-branded content This episode is full of insights for any financial advisor looking to grow their practice in a sustainable way. Tune in to hear Abby's unique perspective from her diverse background in the industry. Connect with Abby: Website: https://www.rfgadvisory.com Email: [email protected] LinkedIn: https://www.linkedin.com/in/abbysalameh/ 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! 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/33460052

From Wirehouse to RIA: Craig Robson's Transformative Journey 10/01/2024

From Wirehouse to RIA: Craig Robson's Transformative Journey In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges and opportunities of transitioning to the independent space, the firm's unique approach to client engagement, and the importance of building a strong culture and team. In this episode: 0:01:20 Craig's experience at Merrill Lynch and the benefits of larger firms for training new advisors 0:04:30 The founding of Regent Peak Wealth Advisors and the firm's focus on serving wealth creators 0:10:51 The importance of having a resource strategy and leveraging external partners in the early stages 0:15:04 Regent Peak's growth strategy, including the consulting agreement model and proactive marketing efforts 0:27:34 The significance of the "10,000 hours" concept and the importance of focusing on core competencies 0:53:28 Craig's recommended book, "Outliers" by Malcolm Gladwell, and the impact it has had on his perspective Connect with Craig: Website: https://www.regentpeakwealth.com Email: [email protected] LinkedIn: https://www.linkedin.com/company/regent-peak-wealth-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 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/33213882

Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! 09/17/2024

Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized content to build authority and maintain client relationships. The conversation highlights the need for intentional marketing, such as scheduling follow-up meetings and providing value-added content to prospects and COIs. They stress the importance of simplicity in communication and the value of long-term, consistent efforts over quick fixes. Join the most connected place for advisors online. Check out the Exchange and visit In this episode: Identify strengths to automate, delegate and hire for weaknesses Scheduling natural follow-up meetings with prospects The art of personalized monthly content for prospects Gathering client feedback, adjust events and communications 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/33091942

Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell 09/03/2024

Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significance of data warehouses and data lakes, explaining their roles in storing and analyzing data. He also discussed AI's potential to augment, not replace, advisors, recommending prompt engineering and note-taking AI tools. John recommended "How to Win Friends and Influence People" and "The Magic of Thinking Big" for building relationships and business success. This week on The Model FA Podcast: 0:00:07 - The role of a CEO is to invest in the business and ensure it remains an ongoing concern. 0:00:28 - Introduction of John O'Connell, founder and CEO of the Oasis Group. 0:01:47 - Oasis Group's four main services: data capture, data security, data ownership, and predictive analytics. 0:04:10 - John O'Connell's background, starting as a programmer at Merrill Lynch and transitioning to sales and consulting roles. 0:07:38 - Importance of making technology relatable to non-technical advisors. 0:20:26 - Considerations for advisors regarding data warehouses and data lakes. 0:30:15 - Practical applications of AI in financial services, including note-taking and prompt engineering. 0:44:45 - Book recommendations: "How to Win Friends and Influence People" by Dale Carnegie and "The Magic of Thinking Big" by David Schwartz. 0:51:27 - Closing remarks and information about The Oasis Group's resources. Connect with John: Website: https://www.theoasisgrp.com LinkedIn: https://www.linkedin.com/in/johnokoconnell/ Email: [email protected] 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/32871857

Creating Long Lasting Relationships with Michael Hanna 08/27/2024

Creating Long Lasting Relationships with Michael Hanna Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared strategies for engaging busy clients, such as consistent follow-ups and unique experiences like hosting a private sushi chef at home. He highlighted the value of positioning clients as the heroes of their financial journey while advisors act as guides. Michael also discussed the significance of sharing personal interests and experiences to deepen client relationships. This week on The Model FA Podcast: 0:00:07 - Michael Hanna joins us to Discuss the importance of handling clients' finances with care and expertise to build long-standing relationships. 0:01:21 - Background, including initial experience in futures and options trading, and transition into private wealth management and financial planning. 0:05:07 - Treating clients' money as if it were your own, and the importance of empathy in financial planning. 0:07:08 - The challenge of separating work life from personal life and the importance of being emotionally available for family. 0:09:31 - A mentor's advice on the importance of shutting off work at the end of the day to avoid burnout. 0:11:31 - Helping clients save enough to ensure a brighter financial future and the ability to enjoy retirement. 0:14:35 - Positioning the advisor as a guide, rather than a hero, in the client's financial journey. 0:18:01 - Strategies for helping busy clients prioritize financial planning, including consistency, persistence, and understanding their priorities. 0:27:29 - Michael shares the example of hosting a private sushi chef at his home for clients, which deepened their connection and led to new opportunities. 0:35:58 - The broader impact of financial planning on clients' lives and goals, and the importance of helping them achieve financial freedom. 0:37:35 - Power of shared experiences in building strong client relationships. Connect with Michael: Website: https://www.azurawealth.com/ LinkedIn: https://www.linkedin.com/in/michaelwhanna Email: [email protected] 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. CRN202710-6775906 /episode/index/show/themodelfa/id/32761137

Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip 08/06/2024

Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about the long-term impact of stress, sleep, and nutrition on health and well-being. The conversation also covers the benefits of proactive healthcare, the impact of personal health on professional success, and simple habits that can lead to better health. Listeners will walk away with actionable tips and strategies to improve their own health and wellness, and ultimately, their overall quality of life. This week on The Model FA Podcast: 0:00 - 1:24: Introduction to the episode and guest Stevyn Guinnip 1:24 - 2:01: Stevyn's background and connection to the financial industry 2:01 - 3:49: Discussion on the different definitions of success and the importance of balancing business, health, family, and personal well-being 3:49 - 8:47: Stevyn's personal journey and the pivotal moment when her father turned down a promotion to prioritize his family and health 8:47 - 15:36: Stevyn's experience with a health crisis and the lessons she learned about the long-term impact of stress, sleep, and nutrition on health and well-being 15:36 - 21:28: The importance of proactive healthcare, the impact of personal health on professional success, and the gradual decline in men's testosterone levels 21:28 - 26:53: Simple habits for better health, including drinking water, walking, and weight training, and the benefits of incorporating these habits into daily routines 26:53 - 32:07: The power of saying "yes" and starting small, and the recommendation of the book "Outlive" by Dr. Peter Attia 32:07 - 37:12: Stevyn's upcoming book "How To Grow Wealthy" and the importance of prevention and self-care in achieving overall success Connect with Stevyn: Website: www.growwellthy.com LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/ Email: [email protected] 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/32453457

Scaling Your Business Without Losing Your Mind with Tammy Lee 07/16/2024

Scaling Your Business Without Losing Your Mind with Tammy Lee In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building capacity. She works closely with teams to streamline processes and custodian relationships. By reallocating team members' time based on their strengths, Tammy helps firms increase engagement and productivity. She shares how coaching junior advisors is important for their career progression. Tammy also ensures a smooth transition when she finishes a project by finding a replacement. This episode provides insight into Tammy's fractional COO services and how she helps advisors solve operational problems. You'll learn about the impact she makes unlocking hidden potential in workplaces. If you want to scale your RIA more efficiently, don't miss this look inside Tammy's consulting approach. This week on The Model FA Podcast: 0:00:00 Introduction 0:01:30 Tammy Lee's background and journey to becoming a financial advisor 0:06:30 Starting her consulting business to help other advisors scale their businesses 0:11:03 How Tammy helps firms as an operations expert 0:13:29 Common problems Tammy encounters in firms 0:15:35 Empowering advisors and CEOs through coaching 0:17:30 Unlocking hidden potential with Adam Grant's book 0:19:58 Transitioning out of firms to help more people 0:21:34 Book recommendation: Hidden Potential by Adam Grant 0:23:06 Ensuring a smooth transition when leaving firms 0:26:02 Importance of coaching and developing junior advisors 0:28:45 Goal of helping as many firms as possible Connect with Tammy: Website: LinkedIn: https://www.linkedin.com/in/tammy-lee-cfp%C2%AE-27b4432/ Email: [email protected] 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/32111337

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