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: rick@primestc.com
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.
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Our Team:
President of Model FA, David DeCelle
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