Shows
Model FA PodcastFinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel FriedmanLearn 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...
2026-02-0319 min
Model FA PodcastRevolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff HsuIn 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...
2026-01-2036 min
Business With The BoyzEpisode 69 - Daniel McCauleyIn this episode, host David DeCelle sits down with Daniel McCauley, founder of Ultimas Engineering—a faith-based, family-owned firm based in Texas delivering MEP, Aquatics, and Structural Engineering across the country. With two master's degrees, a professional engineering license, and over 13 years of experience, Daniel brings both technical precision and genuine people-first leadership to the conversation. 🔑 Key Takeaways 1. Turning Frustration into Opportunity Daniel saw inefficiencies in traditional outsourced engineering models and turned that pain point into a business built on communication, speed, and reliability. 2. Building a Business Beyond the Bluepr...
2026-01-1351 min
Model FA PodcastThe Power of Intentionality and Consistency with Sam Luke & Lawrence BearmanIn 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 Ho...
2026-01-0634 min
Model FA PodcastLouis Diamond: Advisor Transitions, Independence, and Building Enterprise ValueLouis 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 in...
2025-12-1636 minBusiness With The BoyzEpisode 67 - Garrett VetterIn this episode of Business With The Boyz, hosts Landon Troyer and David DeCelle sit down with Garrett Vetter, co-founder of Vital Virtue, to unpack how he's helping independent physicians take back control of their practices. From growing up on a Nebraska farm to building a healthcare-focused Managed Service Organization (MSO), Garrett shares how saying "yes" to opportunity, embracing technology, and building great culture can transform both providers' lives and patient outcomes. 💡 In this episode, you'll learn: 00:02 – Introductions & how Garrett connected with the Boyz 02:19 – Garrett's background: from Nebraska farm roots to healthcare 11:34 – Building a career...
2025-11-2642 min
Model FA PodcastFaith, Ambition, and AI: Meet ModelFA's Chief Growth Officer, Joseph PietrociniIn 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...
2025-11-1820 minBusiness With The BoyzEpisode 65 - Mark OsborneEver wonder how to actually make your business worth more — not just in revenue, but in real enterprise value? In this episode, David DeCelle sits down with Mark Osborne, named by Ad Age Magazine as one of the Top 25 Marketing Technology Trailblazers in the world. Mark breaks down the 13 marketing and sales levers that directly impact EBITDA and valuation — insights pulled from his white paper Maximize the Multiple. From selling out concerts in the early internet days to running AI-driven marketing systems that scale and sell companies — this conversation bridges the worlds of creativity, analytics, and ex...
2025-11-1152 min
Model FA PodcastLessons from Jiu Jitsu Applied to Financial Advisory Marketing with Graham GardnerToday 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...
2025-11-0428 min
Model FA PodcastFrom Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth ManagemenIn 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 s...
2025-10-2136 min
Model FA PodcastFrom Adversity to Advocacy: Cary Carbonaro's Journey in Wealth ManagementIn 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 an...
2025-10-0744 min
Model FA PodcastDemystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris KingWelcome 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...
2025-09-1635 min
Model FA PodcastUnlocking Growth: Andrea Schlapia's EOS Blueprint for Advisory FirmsIn 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...
2025-09-0236 min
Model FA PodcastHow to Find High-Quality Prospects with Matt Mossbarger from WealthFeedIn 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...
2025-08-1931 min
Model FA PodcastDisrupting Financial Services: How Sterling Shire is Changing the Game with Steven WoodsDavid 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...
2025-08-0531 min
Model FA PodcastBucket List Wealth: Your Guide to Financial Freedom with Jason L SmithStand 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...
2025-07-2246 minBusiness With The BoyzEpisode 57 - Michael BarbaritaThis week, David DeCelle is joined by Michael Barbarita on the Business with the Boys podcast, discussing his entrepreneurial journey. Michael, a Babson College accounting graduate, grew Ski Town USA from $2.5 million to $8 million in five years and sold it. He also launched Cookies to Scoop, featured on QVC, and Freedom Therapy Center. Michael emphasizes the importance of unique business strategies, such as the 80/20 rule and the seven-step pathway to profit, which includes leads, conversions, closing, client retention, and frequency of sale. He also highlights the significance of understanding customer lifetime value and the...
2025-07-0851 min
Model FA PodcastHow to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and CompanyIn 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
2025-07-0835 min
Model FA PodcastTransforming Client Connections with Nick DaviesThis 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...
2025-07-0140 minBusiness With The BoyzEpisode 56 - Dale DownsDavid DeCelle and Landon Troyer are joined by Dale Downs, a multi-faceted entrepreneur from Nebraska. Dale shares his journey from a multi-generational ranch to his diverse entrepreneurial ventures, including animal nutrition, rodeo championships, software development, and his current focus as the founder of Majestic Builders. Throughout the conversation, Dale highlights his emphasis on freedom, purpose, and balance over financial success. Key Takeaways: Dale's Journey: From growing up on a ranch to becoming a rodeo champion, animal nutritionist, software executive, and founder of Majestic Builders. Focus on Purpose: Dale emphasizes the importance of living...
2025-06-2452 min
Model FA PodcastBeyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah EckleinThis 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...
2025-06-2440 min
Model FA PodcastThe 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...
2025-06-1741 min
Model FA PodcastTech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew AwaiIn 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. ...
2025-06-1035 min
Model FA PodcastBeyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob MillerThis 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 D...
2025-06-0341 min
Model FA PodcastBuilding a Culture of Collaboration: Lessons from Ed KuresmanWhat'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...
2025-05-2047 min
Model FA PodcastRaising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua WilsonIn 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...
2025-05-1344 minBusiness With The BoyzEpisode 53 - Emily LangdonIn this episode of Business With The Boyz, David DeCelle and Landon Troyer sit down with Emily Langdon to dive into the world of executive compensation and succession planning. Emily, an expert in employee benefits, shares practical insights on why early planning is crucial, how life insurance can be used for informal funding, and why non-qualified plans offer valuable flexibility. They also talk about the importance of aligning incentives with business goals, the risks of poor communication, and how ERISA plays a key role in protecting employee benefits. Plus, Emily shares innovative strategies to help retain top...
2025-05-1358 min
Model FA PodcastThe Power of Networking and Creating Personal Connections with Matt MiddletonToday 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 w...
2025-05-0651 min
Model FA PodcastFinancial Planning Revolution: Inside Domain Money with Joanne BradfordStand 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 Podc...
2025-04-2953 min
Model FA PodcastUnlocking Growth Strategies for Financial Advisors featuring Craig ButlerCheck 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:
2025-04-2250 min
Model FA PodcastWealth Management Reimagined: Institutional Insights featuring Jonathan FosterIn 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.
2025-04-161h 02
Model FA PodcastLife Planning: Discover Your Full Potential with Phil WeissBuckle up Model FAs! In this episode David sits down with Phil Weiss to discuss the critical importance of talking to your clients about Life Planning. Phil shares his 3 favorite questions that will change your life as he and David discuss discovering your potential and the nuances of financial planning from overcoming college debt to planning for financial freedom through the late stages of life. Connect with Phil: Email: philweiss@apprisewealth.com Website: https://apprisewealth.com/ LinkedIn: https://www.linkedin.com/in/philip-weiss/ About the Model FA Podcast
2025-04-0842 min
Model FA PodcastA Journey of Purpose, Financially and Spiritually with Gary SirakIn 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:
2025-04-0147 min
Model FA PodcastThe Importance of Specialization: Amir Noor's Perspective on Different Types of FAsIn 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 al...
2025-03-2539 min
Model FA PodcastNavigating the Third Act: Joe Jordan on Purpose-Driven Retirement PlanningIn 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...
2025-03-1838 min
Model FA PodcastFrom Author to Authority with Paul McManusIn 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...
2025-03-1242 min
Model FA PodcastRick Burgess' Unique Approach to Balancing Business and CreativityIn 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 unco...
2025-02-1844 minBusiness With The BoyzEpisode 46 - The C3 ListIn this episode of Business With The Boyz, David DeCelle introduces the C3 List, a powerful framework designed to enhance both personal and professional growth. Built on three core principles—Commitment, Consistency, and Confidence—the C3 List helps individuals develop structured daily habits that drive success. David shares the origin of the C3 List, explains how keeping small promises builds confidence, and provides actionable steps to implement this system. He also offers a downloadable template and personalized feedback for those looking to integrate the C3 List into their daily routine. In This Episode: Introduction to the...
2025-02-1109 min
Model FA PodcastAn Unrivaled Passion for Operational Efficiency with Jason MirabellaIn 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. H...
2025-02-0435 minBusiness With The BoyzEpisode 45 - The Power of ConnectionsIn this episode of Business With The Boyz, David DeCelle shares a powerful lesson on patience, relationships, and business development. He walks through his journey of connecting with financial advisor Joe, who introduced him to Jerry—an advisor managing $1.52 billion in assets. Despite months of delays, persistence and strategic follow-ups led to a game-changing $96,000 annual contract. David breaks down the importance of providing value, leveraging referrals, and setting expectations to close high-ticket deals. Tune in to learn how strategic networking can transform your business growth. In This Episode: Introduction & Shoutout to Land Jet – David opens the...
2025-02-0410 minBusiness With The BoyzEpisode 44 - David DeCelle Talking SOPsIn episode 44 David DeCelle discusses one of the most important, yet often tedious, aspects of business management: Standard Operating Procedures (SOPs). While implementing SOPs can be a daunting task, David explains why they are essential for ensuring consistency, scalability, and the protection of your business. He shares his insights on how to effectively create and maintain SOPs, along with a tool he highly recommends, Vid Guide, to streamline the process and ensure that your team actually uses the procedures you've put in place. Key Takeaways: What Are SOPs and Why They Matter: SOPs help maintain...
2025-01-2810 min
Model FA PodcastNavigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David NewsonIn 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...
2025-01-2154 minBusiness With The BoyzEpisode 43 - David DeCelle Talking 75 HardIn today's solo episode, David DeCelle dives deep into the transformative 75 Hard program and shares why it's been a game changer for him over the years. Acknowledging how busy life can get, especially with new milestones like buying a house or preparing for a baby, David talks about how 75 Hard helps him stay in check, away from bad habits, and focused on the bigger picture. Whether you've heard of it before or not, this episode is packed with motivation and insights that may just push you to take the challenge head-on. Key Takeaways: 75 Hard Is Not...
2025-01-2106 min
Model FA PodcastThe Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin HaradIn 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...
2025-01-0746 min
Model FA PodcastFrom Accounting to Entrepreneurship: Gerry Spitzer's Journey to Building a Thriving Independent FirmIn 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...
2024-12-1739 minBusiness With The BoyzEpisode 41 - David DeCelleIn this short and tactical episode of the Business with the Boys podcast, David DeCelle shares several real-life examples that highlight the importance of communication and setting proper expectations in business. Key Moments: [0:00] Introduction and sponsor shoutout for Land Jet [1:15] David's experience with a pool cage renovation and a contractor's poor communication about payment [5:00] A frustrating experience with a referred contractor who repeatedly rescheduled and no-showed for an epoxy flooring job [7:30] Issues with current home renovation contractors not showing up as promised [10:00] Emphasizing the importance of doing w...
2024-12-1709 min
Model FA PodcastDisrupting the RIA Space: How Ritik Malhotra is Redefining Financial AdviceIn 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...
2024-12-0344 minBusiness With The BoyzEpisode 38 - David DeCelleAre you a financial advisor looking to take your business to the next level? In episode 38 of Business With The Boyz, David discusses his consulting company, ModelFA, which specializes in helping financial advisors create more efficient businesses, offering services priced at $5,000 to $15,000 monthly. In this episode David shares how you can use platforms like skool.com to scale services and suggests leveraging low-cost community offerings to attract clients for higher-priced services. David pulls back the curtains on how he has launched a community, called the Exchange, on skool.com to reach a broader audience, where...
2024-11-2609 min
Model FA PodcastFrom Pilot to Financial Advisor Marketer: Jonathan Musgrave's Story of Adaptation and InnovationWhat 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
2024-11-1944 min
Model FA PodcastPioneering Fee-Only Wealth Advice with Christopher TanIn 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.
2024-11-0554 minBusiness With The BoyzEpisode 34 - David DeCelle SoloIn this episode, David DeCelle shares how he has been using AI tools to dramatically increase his productivity and efficiency. He provides practical examples and case studies to demonstrate the benefits of incorporating AI into your business. Key takeaways include: [0:00 - 3:00] Introduction to AI and David's initial resistance, but recognition of its benefits [3:00 - 9:00] Using Fathom to automate meeting notes and follow-ups [9:00 - 13:00] Leveraging Fathom for relationship building and meeting recaps [13:00 - 15:00] Utilizing NoteGPT for content creation [15:00 - 17:00] Practical examples of AI in business
2024-10-2915 min
Model FA PodcastThe Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor BusinessesIn 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 serv...
2024-10-1541 min
Model FA PodcastFrom Wirehouse to RIA: Craig Robson's Transformative JourneyIn 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...
2024-10-0159 min
Model FA PodcastRole 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...
2024-09-171h 37
Model FA PodcastMastering the Art of Data Ownership and Predictive Analytics with John O'ConnellIn 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...
2024-09-0351 min
Model FA PodcastCreating Long Lasting Relationships with Michael HannaToday 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...
2024-08-2738 min
Model FA PodcastBalancing Business and Personal Well-Being for Financial Advisors with Stevyn GuinnipIn 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...
2024-08-0657 min
Model FA PodcastScaling Your Business Without Losing Your Mind with Tammy LeeIn 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...
2024-07-1636 min
Model FA PodcastFinding the Right Investment Partner with Eric SteinIn this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our industry. This episode emphasizes the importance of customized investment solutions and outsourcing investment management for financial advisors, highlighting the advantages of adding depth to a firm, providing more resources, and increasing client confidence. This week on The Model FA Podcast:
2024-07-0240 min
Model FA PodcastEfficiency Hacks That Will Save You 20 Hours Per Week with Libby GreiweStrap in Model FA's, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques for running advisory practices more efficiently while maintaining a sustainable work-life balance. This episode provides actionable takeaways advisors can implement immediately to save time and streamline their business operations. This week on The Model FA Podcast: [0:00-5:00] Introduction and background on Libby's journey from e...
2024-06-0447 min
Model FA PodcastBuilding Your Financial Brand Online with Nick Meyer and Nate HoskinIn episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This episode focuses on their experiences in leveraging social media platforms to build their personal brands and businesses, and share their approaches to creating valuable content and optimizing social media strategies for financial advisors, including compliance, brand deals, virtual networking, and high-quality content.
2024-05-211h 10Business With The BoyzEpisode 18 - David DeCelleThis podcast episode takes you behind the scenes with David DeCelle as he opens up about his childhood, entrepreneurial journey, and lessons learned along the way. Landon helps peel back the curtain on David's life and gets him to open up about growing up in Massachusetts and starting his first business in high school. David shares stories of struggles and successes as he transitioned out of corporate life to build his own company. Tune in to hear David discuss his goals of scaling his impact and helping more people through leveraged solutions. This week on B...
2024-05-1436 min
Model FA PodcastCapitalizing on High Demand: Growing Through Tax Planning Services with Trevor ScottoIn the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose and work-life balance after his father's cancer diagnosis. In this interview, he discusses integrating tax planning into comprehensive client services and applying negotiation skills from Chris Voss's MasterClass to grow his business. This week on The Model FA Podcast: ...
2024-05-0742 min
Model FA PodcastThe Power of Thoughtful Client Connections with Kristin HaradIn episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach the next generation to replicate success. In another conversation segment, David and Kristin discuss marketing strategies for financial advisors, emphasizing the importance of a comprehensive approach that includes various tactics to build a strong brand and attract potential clients. They also highlight the need to focus on long-term growth, prioritize...
2024-04-1646 min
Model FA PodcastInvesting in People: Valuing Relationships Over Returns with Tyson RayDavid interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Tyson discusses implementing life plans, wealth plans, and care plans for each client. He also stresses the value of building trust through empathy and personalized service over traditional sales tactics. This week on The Model FA Podcast: (0:02) Wealth management and...
2024-04-0255 min
Model FA PodcastCultivating the Right Mindset and Character with Eric NegronIn this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric encourages listeners to ask for help and contribute value to others on their personal development journey. "Ask for help. There's always a book you could read. Somebody that you can talk to and in today's day and age, a YouTube video you could watch or...
2024-03-1955 min
Model FA PodcastOffering Community-Based Courses to Grow Your Financial Advisory Business with Joe MossIn this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a group setting. Overall, their discussion focuses on innovative ways for advisors to grow their businesses through community building. "With a traditional funnel, you've got the top of the funnel, middle of funnel, bottom of funnel, and then the client out the bottom. But a...
2024-03-0539 min
Model FA PodcastEvolving a Financial Planning Firm to Better Serve Clients with Eric SimonsonEric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is also an avid traveler and loves exploring new destinations. Eric is a CERTIFIED FINANCIAL PLANNER™. Eric Simonson joins us to share the story about starting his own firm, Abundo Wealth, after 12 years at another firm. He shares how in ju...
2024-02-0652 minBusiness With The BoyzEpisode 3 - Matt TaylorOn this episode of Business With The Boyz, David DeCelle and Landon Troyer sit down with Matt Taylor to discuss starting in the bar industry after struggling to find passion in his finance job out of college. He talks about opening his first bar Tavern on the Square and using the profits to expand. Matt also shares his experiences investing in real estate and cryptocurrency. Throughout the episode, Matt provides advice on building successful businesses and emphasizes the importance of surrounding yourself with smart people. This week on Business With The Boyz: E...
2024-01-301h 22Business With The BoyzEpisode 2 - Peter MayberryDavid DeCelle and Landon Troyer sit down with entrepreneur Peter Mayberry in this episode of Business With The Boyz. Peter shares his journey from working at GE to scaling multiple laundromats across Nebraska. Listen as he discusses leaving corporate life, taking risks in Bitcoin mining, and his approach to real estate investing. Peter also offers advice for those stuck in a job but wanting more, and debunks common myths spread by laundromat "gurus". Tune in for real talk on business, risk-taking, and Peter's unconventional path to success. This week on Business With The Boyz:
2024-01-231h 14
Model FA PodcastCracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen LukeToday we are joined by Kristen Luke, the President of Kaleido Creative Studio and Author of "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing". In this episode of the Model FA Podcast, we are joined by Kristen Luke to discuss effective marketing strategies for financial advisors. We emphasize the importance of finding a niche, understanding where clients spend their time, and creating content in multiple formats to meet client needs. Advisors are encouraged to start with one consistent marketing activity and build their expertise over time by regularly producing high-value content. We...
2024-01-0252 min
Model FA PodcastAdvisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn BrockBrooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve advisors exclusively. Brooklyn travels across the nation as a speaker, sharing her passion for helping advisors themselves. Brooklyn Brock joins David to discuss the importance of advisors getting their own financial planning help from an unbiased third party. She shares...
2023-11-2145 min
Model FA PodcastMaximizing Freedom and Minimizing Scrutiny with Michelle Atlas-QuinnMichelle Atlas-Quinn, J.D. is the Vice President of RIA Operations for AdvisorLaw. She is an Attorney licensed by the Colorado Supreme Court to practice law (active registration). She earned her Juris Doctorate from University of Denver Sturm College of Law. Michelle formerly held FINRA licenses Series 7, 63, and 24 and former Colorado life and health insurance license. She earned her Bachelor of Arts in Philosophy from the University of Colorado. David and Michelle discuss the transition from working with a broker-dealer to becoming an independent registered investment advisor (RIA). Michelle shared her career journey which led...
2023-10-0331 min
Model FA PodcastExploring Bitcoin & Traditional Finance with Trent and IsaiahTrent Dudenhoeffer (Duden-hoff-er) is a CFP® practitioner. He started his career as a financial planner at LPL Financial but left in 2021 to join Watchdog Capital where he is focused on the convergence of bitcoin and traditional finance. Isaiah Douglass is a MBA, CFP®, CEPA. He specializes in working with veterinarians and dentists due to a personal relationship that started with finding how I could help him be successful in his career. In this episode David is joined by Trent and Isaiah to unravel the fascinating world of bitcoin and cryptocurrency, discussing ev...
2023-08-1558 min
Model FA PodcastThe Future of Financial Advisory: AI, Automation, and Growth Strategies with Daleele AlisonDaleele Alison is a technology professional and entrepreneur. He is the CEO and co-founder of RooksDM, a technology consulting group that helps alleviate pain points for small to midsize companies by using the right technology. Daleele has worked as a consultant, business analyst, and project manager for Fortune 500 companies to SMBs. In this episode, David interviews Daleele Alison, the President of RooksDM, a tech company that helps businesses streamline their processes using technology. They discuss how RooksDM assists financial advisors in improving their efficiency through automation. Daleele shares some examples of their automation solutions, such as using...
2023-08-0133 min
Model FA PodcastBecoming a Better Human Every Day with Joe Templin Part IIJoe Templin is the author of Every Day Excellence, a book that outlines the process of making daily investments toward personal improvement and development. Widely regarded as the Human Kaizen Expert, Joe is dedicated to making individuals and organizations better. He is the co-founder and President of The Intro Machine, a learning ecosystem and training environment that helps individuals build and grow an introduction-based business. Before co-founding The Intro Machine, Joe served as the Managing Director of The Unique Minds Consulting Group and was a director at Northwestern Mutual. Joe joins me today to outline the components of the...
2023-07-2546 min
Model FA PodcastRethinking Traditional Budgeting Methods with John CraneJohn Crane is an author, financial advisor, retirement income planner, and registered representative and financial advisor at Park Avenues Securities LLC. Before serving in the financial services industry, John held several posts at Sprint, including a Senior Government Account Executive role. In his book, The One-Number Budget, he helps readers with staying on track with a budget, simplifies the budgeting process, and explains lifetime cash flow. John holds a Master of Business Administration degree from George Mason University and received his Chartered Financial Consultant, Chartered Life Underwriter, and Retirement Income Certified Professional designations from The American College. John joins...
2023-07-1135 min
Model FA PodcastConcierge Financial Planning: Taking Client Relationships to the Next Level with Phil BenderPhil Bender is an awarded industry leader with more than 30 years of experience in the financial services sector. He's processed those experiences into a growth-based program to help individuals achieve a CEO mindset. His mission-driven objective is to impact one million people through his writing, coaching programs, workshops, and public speaking. In this conversation, Phil discusses the concept of concierge financial planning and its parallels with concierge healthcare. He explores the idea of providing a deeper relationship and a higher level of service to clients, going beyond the traditional approach of computer-generated plans. Phil emphasizes...
2023-06-2043 minModel FA PodcastMotivational Interviewing with Jeremy KeilJeremy Keil is a financial advisor at Keil Financial Planners. As a specialist in retirement planning, Jeremy is dedicated to helping people learn more—and feel more confident—about their money. He served as a financial advisor at Thrivent Financial for over 20 years before beginning his work at Keil Financial Planners and formerly served as an adjunct professor at the Wisconsin Lutheran College and the Concordia University in Wisconsin. Today, in addition to his work at Keil Financial Planners, Jeremy hosts Retirement Revealed, a podcast honored among Feedspot's Top 25 Retirement Podcasts to Follow in 2021. Jeremy join...
2023-05-0341 minModel FA PodcastThe Benefits of Captive Insurance Companies with Jarid BeckJarid Beck is the co-founder and Managing Director of Risk Management Advisors, a national firm specializing in the design, implementation, and management of self-insured plans and captive insurance companies. A career specialist in alternative management strategies with a diverse background in insurance, Jarid delivers technical insurance solutions to clients in a wide variety of industries including construction, real estate, staffing, manufacturing, trucking, and finance. He holds a degree in Business Administration from the University of California, an Associate of Captive Insurance designation from the International Center for Captive Insurance Education, and a Construction Risk Insurance Specialist designation from the...
2023-04-1833 minModel FA PodcastServing Real Estate Professionals with Mike MetzgerMike Metzger is a certified financial planner and the founder of Lifepoint Financial Design, a financial services firm dedicated to helping clients live a more purposeful life through financial planning. Mike–a real estate investor and spouse of a realtor—believes in the potential of real estate as an asset class and is on a mission to support realtors by providing them with creative financial planning services. Before founding Lifepoint, Mike served as the Vice President and Senior Financial Advisor of UnionBanc Investment Services and as a financial advisor for Merrill Lynch. He attended the University of Iowa and hold...
2023-04-0439 minModel FA PodcastLong-term Care Planning and Insurance with Marc GlickmanMarc Glickman is an actuary and long-term care insurance expert. He is the founder and CEO of BuddyIns, a nationwide community of long-term care insurance experts who are dedicated to helping individuals and families find the best plan to meet their care needs. Marc previously served as the Chief Sales Officer of LifeCare Assurance Company, a firm he worked with for over 11 years before founding BuddyIns in 2019. In addition to his work at BuddyIns, Marc serves as a member of the Board of Advisors for CLTC. He holds an Economics degree from Yale University and is a designated Fellow...
2023-03-2133 minModel FA PodcastThe MVP Guide to Branding for Financial Advisors with Jennifer HensleyJennifer Hensley is a marketing strategist and the owner of Playmaker Coaching & Consulting LLC— dedicated to changing the game for referral-based business owners. By creating and implementing 90-day marketing plans with her clients, Jennifer helps them scale sustainably without the hassle or hustle. Jennifer worked with Northwestern Mutual for over 18 years before becoming the owner of Playmaker Coaching & Consulting in 2019. She graduated from the University of Missouri-Columbia with a Bachelor's in Marketing and earned her Chartered Financial Consultant and Chartered Life Underwriter designation from The American College of Financial Services. Jennifer joins me today to of...
2023-03-0745 minModel FA PodcastLeveraging Fintech to Scale Practice Management Efficiency with Hiren PatelHiren Patel is the Head of Advisor Solutions at 55ip, a fintech company dedicated to breaking down the barriers to financial progress. By using its tax-smart investment strategy engine, 55ip helps financial advisors dramatically improve their efficiency and effectiveness. Hiren served as an Advisor Engagement Manager for SigFig from 2019 until joining the 55ip team in 2022. He served Merrill Lynch for over seven years as their Managed Solutions Specialist and Merrill Edge Performance Management VP. He holds a Bachelor of Arts degree in Economics from Rutgers University and a Master of Business Administration degree from the Fox School of Business...
2023-02-2150 minModel FA PodcastThe Power of Building Solid Relationships with Andrew SaksaAndrew Saksa is a media marketing and business development expert. He is the Senior Vice President for Business Development at ReminderMedia, a company dedicated to empowering clients to close more deals and retain more business. Before joining the ReminderMedia team, Andrew was the co-founder of Mypistevo.com and formerly served as the Vice President for Institutional Sales and West Coast Corporate Finance at Joseph Charles. He holds a Bachelor of Business Administration degree from Strayer University. Andrew joins me today to discuss why building strong relationships is paramount to any business's success. He describes his...
2023-02-0748 minModel FA PodcastThe Impact of Entrepreneurial Operating Systems on Advisory Firms with Matt CosgriffMatt Cosgriff is the Director of Wealth Management at BerganKDV, a trusted firm that offers business planning and consulting, tax, auditing and accounting, technology, and wealth management services throughout the Midwest. Matt joined the BerganKDV team in 2014. As a wealth management leader, Matt is passionate about cultivating a team-centric environment where everyone can be successful in the service of others. Matt holds a Bachelor of Arts in Economics & Finance from St. Olaf College and a Certified Financial Planner designation from Minnesota State University, Mankato. Matt joins me today to discuss entrepreneurial operating systems and their...
2023-01-1735 minModel FA PodcastThe Principles of Influencing People with Brian AhearnBrian Ahearn is a consultant and the Chief Influence Officer of Influence PEOPLE LLC, an organization dedicated to helping people move others into action. Having been in the business of training people for over two decades, Brian helps his clients apply the science of influence for better business results. He graduated cum laude with a degree in General Business from Miami University and holds a Cialdini Method Certified Trainer designation. He is also the author of Influence PEOPLE, The Influencer, and Persuasive Selling For Relationship-Driven Agents. Brian joins me today to discuss the principles of...
2023-01-0350 minModel FA PodcastMind Management for Advisors with David KadavyDavid Kadavy is a designer, podcaster, and writer. He is the author of Mind Management, Not Time Management, The Heart to Heart Start, and Design for Hackers. He previously served as a design advisor to Timeful, an AI-powered calendar app built upon his mind management principles. In 2015, Google bought Timeful and integrated some of its features into the Google Calendar app. David has spoken in eight countries and SXSW, TEDx, The New York Public Library, The Museum of Contemporary Art, and The University of Chicago. He is the creator and host of Love Your Work, a podcast where he...
2022-12-1243 minModel FA PodcastPathways for Financial Advisors with Penny PhillipsPenny Phillips is the co-founder and President of Journey Strategic Wealth, an RIA for advisors seeking independence and full-fledged practice management support. She is also the founder and CEO of Thrivos Consulting, a firm on a mission to support financial firms and advisors as they embrace change and discover new ways to thrive. Before founding Thrivos and Journey Strategic Wealth, Penny served as the Director of Practice Management at ClientWise and Vice President of Strategic Consulting at Envestnet, Inc. Penny holds a degree in Corporate Finance and Economics from Macaulay Honors College at The City University of New York.
2022-12-0538 minModel FA PodcastIncreasing Your Business' Returns on Life with Simon SeverinoSimon Severino is the founder of Strategy Sprints, an organization that helps SaaS and Services companies double their revenue in 90 days. Over his 19 years in entrepreneurship, Simon has executed hundreds of go-to-market strategies with B2B teams worldwide. He is also a business strategy advisor for several organizations including the Silicon Valley Blockchain Society, the Forbes Business Council, and Consilience Ventures. Simon graduated cum laude with a Mag. phil. in Philosophy and Psychology from the University of Vienna and studied Innovation of Products and Services, MIT Design Thinking, and Innovation at the MIT Sloan School of Management.
2022-11-2139 minModel FA PodcastCryptocurrency for Financial Advisors with Greg JohnsonGregory Johnson is the co-founder and CEO of Rubicon Crypto, an organization that helps investors, financial advisors, and institutions bridge the gap between the digital and traditional investment worlds. Greg has over two decades of leadership experience that spans Fortune 500 companies and start-ups in crypto and digital assets, health and wellness, insurance, and financial services. In addition to his work at Rubicon, Greg is a member of the Bretton Woods Committee and part of the GeoTech Action Council for the Atlantic Council GeoTech Center. Greg joins me today to discuss how financial advisors can include...
2022-11-1435 minModel FA PodcastWorking Less and Maintaining a Successful Business with Kevin StansfieldKevin Stansfield is an award-winning business coach, author, and keen golfer. He is the Founder and Director of ActionCOACH Solent in the UK, a company offering business coaching to small to medium-sized organizations. Their objective is to help clients clarify their dreams and goals for the future and make a plan to achieve those dreams and goals, whatever they may be. Before ActionCOACH, Kevin qualified as a Chartered Accountant, working with businesses, and helping them to grow successfully. After completing an MBA in 2006, he changed his career direction and focused more on business planning, growth and development and less...
2022-11-0749 minModel FA PodcastLeveraging Retirees' Superpowers with Justin FitzpatrickJustin Fitzpatrick is the Co-founder and Chief Innovation Officer of Income Lab, the only provider of software for true, dynamic retirement income plans that help retirees adjust to evolving economic and market conditions. Justin has over 15 years of financial services experience, leading teams in advanced financial planning and portfolio strategy, managing the development of fintech tools, and designing and executing strategies to enter new markets. He served as the Head of Private Wealth and Trust of Jackson from 2008 to 2018, when he co-founded Income Lab. Prior to Jackson, Justin served for seven years in academia, teaching at Harvard University, the...
2022-10-3129 minModel FA PodcastThe One-Page Financial Plan with Nic NielsenNic Nielsen is a certified financial planner and the Co-founder of Know My Plan, a firm that helps sales executives feel confident and reduce financial anxiety with a one-page financial plan. He is the author of Visual Finance, which shares illustrations of financial planning topics alongside corresponding QR codes to short videos that elaborate upon real-life financial planning applications. Before co-founding Know My Plan, Nic served as Vice President and Financial Advisor for SunTrust Investment Services. He was also a financial advisor for PNC, where he worked for over five years before joining SunTrust. Nic graduated from the University...
2022-10-2441 minModel FA PodcastKnow Your Financial Advisory Practice's Story through Data with Erica PaulyErica Pauly is a data storyteller for financial advisors and the Founder of Track That Advisor, a data analytics company that helps financial advisors bring clarity to company statistics. Before founding Track That Advisor, Erica worked as the Office Operations Manager and Marketing Director for GrowSecure Inc. Insurance and Financial Services and as the Marketing and Office Manager for the Layman Lewis Financial Group. As a data analyst and storyteller, Erica's unique perspective and approach to data storytelling bring a fresh perspective and holistic view to financial advisory practices across the nation. Erica joins me...
2022-10-1746 minModel FA PodcastCreating a Culture of Service with Natalie WolfsenNatalie Wolfsen is the CEO of AssetMark, a WealthTech platform that empowers independent financial advisors to deliver impactful investor outcomes and grow their practices. As CEO of AssetMark, Natalie is focused on leading the company's strategic vision, which encompasses its platform of curated investment and tech solutions, business consulting and operations support, and strategic acquisitions. Before joining AssetMark, Natalie served in several leadership roles, including Head of Marketing for First Eagle Investment Management and Head of Product Management and Development for Pershing. Natalie earned her Bachelor of Arts degree from the University of California, Berkeley, and her Master of...
2022-10-0447 minModel FA PodcastBuilding Legacies Beyond Finances with Blake BrewerBlake Brewer is the founder of the Legacy Letter Challenge, which helps parents create a lasting legacy beyond finances for their children and partners with financial advisors to help them become trusted partners in their clients' lives. Blake has created a 10-step online program in the Legacy Letter Challenge to help parents create well-written, meaningful, and lasting letters that their children will cherish. Before founding the Legacy Letter Challenge, he worked for over 12 years as a campus director for the non-profit, Student Mobilization. Blake holds a Bachelor's degree in Accounting from the University of Arkansas. ...
2022-09-2640 minModel FA PodcastGetting Your Financial House in Order with Michael HannaMichael Hanna is a certified financial planner, retirement income certified professional, and an accredited estate planner. He is also an investment adviser representative at Azura Wealth Advisers LLC, a company dedicated to helping clients navigate the real financial world. Michael graduated cum laude with a Bachelor of Arts in Politics and Philosophy from New York University, where he also completed his Master of Business Administration degree at the Stern School of Business. He is the author of the book, Get Your Money Right, which shares a roadmap and infrastructure—drawn from his personal experience—that can help create real and...
2022-09-1937 minModel FA PodcastThe Three Pillars of Success with Dom HendersonDom Henderson is a coach, speaker, and certified financial planner. He is the founder of DJH Capital Management, a fee-only wealth management firm that focuses on helping individuals make bigger and better decisions with their money. He is also the founder of the Jumpstart Coaching Lab, a coaching firm that's educating the next generation of financial professionals to serve the growing group of individuals seeking financial advice. In addition to his work at DJH Capital Management and Jumpstart Coaching Lab, Dom is the author of Assess, Address, & Adjust and the host of the Conversations for Financial Professionals podcast.
2022-09-1241 minModel FA PodcastPractice Management for Financial Advisors with Cameo RobersonCameo Roberson is a business coach and operations strategist who specializes in helping financial advisory firms avoid business management overwhelm, implement systems, and build high-performing six-figure practices. Throughout her career, Cameo has worked with leadership teams and managed over 100 client relationships. She is the founder of Atla Park Consulting, a business coaching and practice management agency that performs operational makeovers for financial advisory businesses. Cameo joins me today to discuss the relationship between establishing a vision for your advisory firm and the success of your practice management. She describes her background and how she became...
2022-09-0547 min