Shows
Full Advisor Coaching - The PodcastConfident Conversations That Win Clients with David DeCelle (Ep. 31)How can financial advisors approach business development conversations without feeling pushy or inauthentic?In this episode, Kristin is joined by David DeCelle, CEO of Model FA, to unpack the subtle art of turning prospect meetings into meaningful relationships, and ultimately, new business.They cover mindset shifts, simple pre-meeting research techniques, and practical language that makes it easier to guide prospects through your process with confidence.Listen in to learn how to lead with curiosity, build connection from the first conversation, and follow up in...2025-05-0134 min
Business With The BoyzEpisode 52 - Shane IdeusIn Episode 52 of Business With The Boyz, The Boyz are joined by Shane Ideus to discuss his background, including his competitive nature and small-town Nebraska upbringing. He shared his career journey from roofing and construction to becoming a top advisor at Unico Group, a leading insurance brokerage. Shane emphasized the importance of being a trusted advisor to clients, providing proactive risk management, and building long-term relationships. He highlighted Unico's growth, with 40 advisors and a focus on business insurance, employee benefits, and personal insurance. Shane also mentioned the company's expansion plans and the role of positivity in his pr...2025-04-221h 07
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 02Business With The BoyzEpisode 51 - Steve KanneIn this episode, Steve Kanne joins the Boyz to discuss his journey from starting Prime Communications in 2001 with his partner Brian to splitting it into Prime Connected and Prime Secured in 2022, now employing 120 people. Prime Connected focuses on structured cabling, data centers, and healthcare equipment, while Prime Secured handles physical security and IT. Steve emphasized the importance of communication, trust, and vulnerability in building a strong culture. He highlighted the impact of EO (Entrepreneurs' Organization) and leadership training with Chris Liccardo. Future plans include expanding into high-growth markets like Dallas-Fort Worth and refining their business...2025-04-081h 09
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 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 minBusiness With The BoyzEpisode 50 - Incentive PlansIn this episode, Landon Troyer dives deep into the topic of designing effective incentive plans for key employees. He emphasizes the importance of aligning these plans with the overall business goals and vision, rather than just handing out a percentage of revenue. Landon discusses the need to avoid "paying people to quit" and instead find ways to truly integrate and incentivize employees to be invested in the company's long-term success. He advocates for transparency around financials and giving employees a stake in the business through creative compensation structures. The episode also covers best practices to p...2025-03-1108 minBusiness With The BoyzEpisode 49 - How to Increase 401(k) ParticipationIn this episode Landon Troyer focuses on strategies to increase 401(k) participation among employees. Landon highlights that 50% of U.S. companies do not offer a 401(k) plan, and only half of those that do offer a match. Employer-sponsored plans can enhance employee retention and satisfaction. The Secure Act 2.0 mandates auto-enrollment, which increases participation rates. Landon notes the importance of educating employees on the need for savings and the advantages of 401(k) plans over simple IRAs for attracting and retaining talent. In this episode: 50% of US companies don't offer a 401(k) plan, so if you do...2025-03-0411 minBusiness With The BoyzEpisode 48 - Understanding the Wealth GapIn this episode of Business with the Boyz, Landon Troyer discusses the pros and cons of having your wealth locked up in your business versus having it liquid in the market. As a private wealth manager for business owners, Landon shares insights on: The importance of understanding your "wealth gap" - the amount you need from a business sale to support your lifestyle Strategies to maximize the value of your business, such as locking in key employees, documenting procedures, and cleaning up financials Options for transitioning your business to insiders or family members2025-02-2516 minBusiness With The BoyzEpisode 47 - Behind the Scenes with Landon TroyerEpisode 47 - Buy Sell Agreements In this episode, Landon Troyer discusses the critical importance of buy-sell agreements for business owners, particularly those with partners. He explains the structure, types, and funding methods of these agreements, emphasizing the need for proper planning to avoid potential disputes and financial pitfalls. Through real-life examples, he illustrates the consequences of not having these agreements in place and the peace of mind they can provide. In This Episode: 00:00 Introduction to Buy-Sell Agreements 01:46 Understanding Buy-Sell Agreements 05:26 Types of Buy-Sell Agreements 2025-02-2112 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 I...2025-01-2106 minBusiness With The BoyzEpisode 42 - Kyle MaringIn this episode of the Business With The Boys podcast, we sit down with Kyle Maring, the CEO of Premier Claims - a national private adjusting company that helps policyholders maximize their property insurance claims. Kyle shares his journey from getting started in the industry after experiencing his own insurance claim, to growing Premier Claims from a small team to now over 65 employees across 47 states. We dive into Kyle's strategies for building strong leadership, empowering his team, and balancing the demands of scaling a business while also raising a young family. Whether you're an entrepreneur looking to grow your...2025-01-141h 04
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 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 minBusiness With The BoyzEpisode 40 - David HirschfeldIn this episode, David Hirschfeld, a 35-year software development veteran, shares his unique perspective on technological innovation and business growth. He discusses his journey from starting his first software company in the early '90s to founding his current company, Techies Inc, and how he helps businesses leverage AI and workflow optimization. Don’t Miss These Key Moments: (00:05:00) Focusing on solving customer problems vs. just building a product (00:17:00) The importance of "eating your own children" as a founder and being willing to pivot (00:25:00) Examples of how Techies helps clients in healthcare and...2024-12-1054 minBusiness With The BoyzEpisode 39 - Brandea MortonStand by for an awesome episode as we are joined by Brandea Morton, owner of B Morton Design, to discuss her interior design firm, which she started in 2019. Initially focusing on residential projects, her firm now handles 75% residential and 25% commercial work, including restaurants and country clubs. Brandea emphasized the importance of detailed project management and client communication. She highlighted the challenges of managing projects remotely and the benefits of using AI tools like Asana for project management. Brandea also shared her journey from DLR Group to running her own firm, balancing business growth with family life, and the importance...2024-12-031h 07
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 minBusiness With The BoyzEpisode 37 - Blake BerkeIn this episode of Business With The Boyz, we sit down with Blake Berke, an expert in helping companies of all sizes - from 2-3 million in revenue to those on the cusp of $1 billion - achieve their biggest goals. Blake shares his unique background, starting out as a "food stamp kid" before becoming a first-generation college graduate and CPA. He then parlayed that experience into growing a construction company 5x in 7.5 years before transitioning into a consulting role helping other businesses implement the systems and processes needed for sustainable growth. In this episode: 2024-11-191h 09Business With The BoyzEpisode 36 - Steve LucchinoSpecial shout out to our good friend and advocate Aaron Newell from Elite Nutrition for connecting us with Steve Lucchino for today’s episode! Steve Lucchino, owner of Elite Nutrition and Peak Vitality, shares his journey from working in his father's painting business to becoming a nutrition coach and business owner. Steve emphasizes the importance of work ethic, education, and systems in business success. He discusses the impact of COVID-19 on his business, the benefits of supplements like creatine and NAC, and the significance of habits in personal and professional growth. Steve also touches on the challenges an...2024-11-121h 08Business With The BoyzEpisode 35 - Jeff HerdzinaWe are stoked to be joined by Jeff Herdzina for episode 35! Jeff helps business owners prepare for exits. With 15 years of friendship with Landon, has sold and bought multiple businesses and founded Exit Big in 2015. They highlight the importance of preparing financials and emotional readiness for selling a business. Jeff shares his process, emphasizing confidentiality, qualifying buyers, and the importance of clean financials. He notes that 90% of businesses aren't ready to sell and stresses the need for business owners to have a purpose beyond their business. They also discuss the emotional toll of selling and the importance of maintaining...2024-11-051h 18Business 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
The Perfect RIAThe Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt's skepticism collides with Isaiah's enthusiasm for Bitcoin's possibilities. Is it a revolutionary financial tool or an overhyped digital asset? They explore Bitcoin's various roles - from a store of value to a medium of exchange - and its potential to shake up the financial sector...2024-10-2851 minBusiness With The BoyzEpisode 33 - Lannin ZoltenkoYou won't believe the journey of Lannin Zoltenko, a 5th generation Kansas farmer who has built a diverse business empire spanning pig breeding, crypto mining, and more. From humble farming roots to cutting-edge tech ventures, Lannin’s story is a masterclass in entrepreneurship, innovation, and family legacy. You do NOT want to miss this episode! In this episode: [0:00] Introduction and ground rules [1:19] Lannin’s background growing up on a Kansas farm and getting hooked on K-State sports [4:55] The pivot to starting a boar stud operation in the family business in 1998 ...2024-10-221h 24Business With The BoyzEpisode 32 - Jennifer GoldmanIn this episode, we sit down with Jennifer Goldman, a business operations consultant, to discuss how she helps companies accelerate their growth and profitability. Jennifer shares insight on a biotech company she worked with, including the challenges they faced, the solutions she implemented, and the impressive results they achieved - growing revenue from $11M to $15M and increasing profitability from under $500k to over $3M in just 1.5 years. We also discuss Jennifer's background, her approach to tackling imposter syndrome, and the evolution of her pricing and service offerings over the years. This episode is packed with practical insights and...2024-10-151h 05
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 minBusiness With The BoyzEpisode 31 - Hannah DemuthHold on to your seats ladies and gentlemen, this episode is jam packed full of positive energy and laughs! This week, we sit down with Hannah Demuth, an internationally recognized somatic mentor. Hannah shares her journey from corporate burnout to finding purpose and passion as an entrepreneur. She discusses the importance of mind-body connection, overcoming imposter syndrome, and building resilience as a business owner. Hannah offers practical strategies to help high-performing individuals create more fulfillment in their lives. This insightful conversation provides valuable insights for entrepreneurs and professionals looking to unlock their full potential. This week on...2024-10-081h 15Business With The BoyzEpisode 30 - Sarah RobakJoin David and Landon as they chat with Sarah Robak, VP of Family Office Services at Horsepower. Sarah shares her inspiring journey from humble Nebraska roots to poker pro to corporate exec, and now startup leader. Hear how Horsepower is disrupting the family office space by making high-end services accessible to a wider audience. Sarah drops wisdom on the benefits of joining a startup, the skills she's carried over from poker, and her top book recommendation. This is an episode you don't want to miss! This week on Business With The Boyz 0:00 - 1:30 - Introducing...2024-10-0159 minBusiness With The BoyzEpisode 29 - Eric FrohardtJoin David and Landon as they sit down with former Navy SEAL and successful entrepreneur Eric Frohardt. Discover how Eric's unwavering determination and mental resilience propelled him through rigorous SEAL training and into entrepreneurial ventures. Hear Eric's candid reflections on the difficulties of transitioning out of the military and rebuilding his identity, as well as the valuable lessons he's learned. Whether you're an aspiring entrepreneur, a veteran, or simply fascinated by the Navy SEAL experience, this conversation is sure to inspire. Don't miss this insightful look into the life and business journey of this remarkable individual. This...2024-09-241h 47
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 37Business With The BoyzEpisode 28 - Adam SwerdlowIn this episode, we sit down with Adam Swerdlow, Chief Operating Officer of the hit show The Chosen and former Northwestern Financial Advisor. Adam shares his unique journey from the financial world to managing one of the most popular shows in recent years. We dive into the business side of the entertainment industry, leadership lessons, and much more. Join us for a great conversation with a friend and overall cool dude! This week on Business With The Boyz Brief intro to Adam Swerdlow: COO of The Chosen, former Northwestern Financial Advisor, pe...2024-09-171h 01Business With The BoyzEpisode 27 - Clara and Chris SenkbileClara and Chris Senkbile join us on the return of Business With The Boyz to discuss their entrepreneurial journey, emphasizing flexibility and adaptation to market changes. Chris highlighted the importance of balancing business development with maintaining existing relationships and leveraging platforms like Unico. Clara shared her experience starting a swimwear brand, emphasizing creativity and market responsiveness. They discussed the challenges of balancing professional and personal life, including the importance of trust and support within their relationships. Chris and Clara shed light on their respective ventures, Ferro and Soaring Wings Winery, and discussed the value of intentional time together and...2024-09-101h 17Business With The BoyzEpisode 27 - Clara and Chris SenkbileClara and Chris Senkbile join us on the return of Business With The Boyz to discuss their entrepreneurial journey, emphasizing flexibility and adaptation to market changes. Chris highlighted the importance of balancing business development with maintaining existing relationships and leveraging platforms like Unico. Clara shared her experience starting a swimwear brand, emphasizing creativity and market responsiveness. They discussed the challenges of balancing professional and personal life, including the importance of trust and support within their relationships. Chris and Clara shed light on their respective ventures, Ferro and Soaring Wings Winery, and discussed the value of intentional time together and...2024-09-1047 min
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 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 minBusiness With The BoyzEpisode 26 - IntermissionAs we head into our off season, we wanted to record an episode thanking YOU, the listener, and properly set the stage for season 2 of the podcast! We discuss the importance of collaboration, vision, and gratitude in building successful businesses with emphasis on the value of sharing stories and experiences with others, expressing gratitude towards each other and listeners for their support. We keep it real and discuss the challenges of coordinating schedules and taking a break in July, while highlighting the diversity of our guests. Overall, we want to stress the importance of building connections and providing value...2024-07-0916 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 minBusiness With The BoyzEpisode 25 - Joshuwa HannumThe Boyz sit down with serial entrepreneur Joshuwa Hannum. Josh owns and operates multiple successful businesses across various industries like real estate, service businesses, and distribution. Josh shares his journey of acquiring experience across different business types before focusing on real estate development. He also discusses how he manages his time effectively to run multiple companies while prioritizing family, fitness, and faith. Listeners will learn about Josh's leadership philosophy and how he develops his skills through books, accountability partners, and groups like Vistage. The discussion dives into subscription business models, tax strategies, energy audits, and m...2024-07-021h 23Business With The BoyzEpisode 24 - Bill EschStand by, because in this episode The Boyz are joined by Bill Esch to share insights on starting and growing a business in the fitness industry, emphasizing the importance of staying ahead of the curve and leveraging resources. Bill gets us jacked up to discuss the challenges of helping successful individuals achieve their fitness goals and the need to balance work, fitness, and family. We discuss the significance of embracing personal growth and gratitude, and share their experiences on kettlebell sport, nutrition, and digestion. This conversation emphasizes the importance of asking questions, setting achievable goals, and incorporating whole, unprocessed...2024-06-261h 50Business With The BoyzEpisode 23 - Larry RasmussenThis week Larry Rasmussen joins us to talk about the importance of investing in innovative solutions, providing value-added services, and creating a positive company culture to maximize business efficiency. Larry and The Boyz emphasize the need for staying ahead of the competition through innovation, educating customers on proper use and maintenance, and building a culture of support. They also discuss the importance of understanding individual learning styles and communication preferences to provide effective training and development opportunities. This week on Business With The Boyz Entrepreneurship, business growth, and partnerships. Air compressor manufacturing and...2024-06-181h 34Business With The BoyzEpisode 22 - Ryan Ferguson Pt. 2In part two of our interview with Ryan Ferguson we dive further into his experience being wrongfully convicted and imprisoned for over a decade. Ryan shares harrowing details about the political setup that led to his imprisonment and the blatant evidence of his innocence that was ignored by the justice system for years. Ryan also discusses the dangerous conditions in prison, where inmates live with the constant threat of violence. We can’t help but to admire Ryan's resilience and the strong support he received from his family, especially his parents, during his fight to prove his innocence. With th...2024-06-111h 53Business With The BoyzEpisode 22 - Ryan Ferguson Pt. 2In part two of our interview with Ryan Ferguson we dive further into his experience being wrongfully convicted and imprisoned for over a decade. Ryan shares harrowing details about the political setup that led to his imprisonment and the blatant evidence of his innocence that was ignored by the justice system for years. Ryan also discusses the dangerous conditions in prison, where inmates live with the constant threat of violence. We can’t help but to admire Ryan's resilience and the strong support he received from his family, especially his parents, during his fight to prove his innocence. With th...2024-06-1112 minBusiness With The BoyzEpisode 21 - Ryan FergusonStand by for our wildest episode yet! We sit down with Ryan Ferguson from Netflix’s hit documentary Dream Killer for an in-depth interview. Ryanwas wrongly convicted of murder at age 19 and spent 10 years in prison before being exonerated. Ryan shares his harrowing story of the wrongful conviction, the emotional rollercoaster of the legal process, and how he was able to maintain his resilience and positivity despite facing immense challenges. He also offers valuable insights on building mental strength, overcoming adversity, and taking control of your life even in the direst of circumstances. Business owners and entrepreneurs will gain pe...2024-06-041h 41
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 fro...2024-06-0447 minBusiness With The BoyzEpisode 20 - Christine WeeksIn this episode of Business with the Boys, David and Landon are joined by Christine Weeks, founder and CEO of Eleanor Creative as she explains how her branding agency honors her grandmother and stands out in the male-dominated industry. Christine also highlights her approach to building a strong company culture focused on employee well-being through unique benefits. The discussion provides insights on Eleanor's branding process, gaining long-term client relationships, and Christine's advice on writing a book to share her experiences. David and Landon appreciate Christine opening up about overcoming adversity and building a values-driven business. T...2024-05-281h 06
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 19 - Taylor StormbergTaylor Stormberg joins David and Landon to shed light on his experiences and insights on entrepreneurship, business acumen, and leadership. They discussed their personal stories of resilience, overcoming adversity, and building successful businesses. Taylor shares his experience starting a Professional Employer Organization (PEO) business from scratch, and Landon Troyer discussed the significance of scaling a business through predictable growth. He also shares Pando's expansion strategies, focusing on the company's vision, goals, and methods for growth. This week on Business With The Boyz Introduction Warren Buffett tornado shelter story 2024-05-211h 31Business 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 minBusiness With The BoyzEpisode 17 - Landon TroyerThis episode of Business With The Boyz features co-host Landon Troyer opening up about growing up in rural Nebraska and overcoming personal challenges. Listeners will learn about Landon's childhood, his father's battle with brain cancer, and how he dealt with grief through addiction after losing his father at a young age. Landon also discusses finding his purpose through sobriety and achieving success in the financial industry. Tune in to hear Landon Troyer's story and gain insight into his background and journey to where he is today. This week on Business With The Boyz ...2024-05-0756 minBusiness With The BoyzEpisode 16 - Aaron NewellIn this episode the Boyz are joined by Aaron Newell who has owned and operated his debt collection agency for 19 years. He shares his journey of starting the business and how he has built it into a successful operation. Listen as he discusses implementing systems and processes to standardize the business, integrating AI technologies, and his approach to mentoring others. Aaron also provides valuable insights into exit planning and preparing a business to run without the owner. This week on Business With The Boyz 0:00 - Introduction and background on starting a debt col...2024-04-301h 27Business With The BoyzEpisode 15 - Hunter TerpennyIn this podcast episode,David and Landon sit down with Hunter Terpenny to discuss his rise from living in his car to becoming a successful business owner. They explore the limitations of traditional accounting practices and discuss modernizing the industry through a client-centered approach that integrates various financial services. Hunter shares how his minimalist lifestyle and challenging choices shaped his business values and methods, emphasizing the need for the accounting industry to better meet the needs of modern entrepreneurs. He outlines his vision to disrupt traditional models by offering integrated, proactive, and client-focused services. This episode concludes with a...2024-04-231h 56Business With The BoyzEpisode 14 - Sara CharltonSara Charlton joins us to share her unconventional journey from intern to successful businesswoman in the manufacturing industry. She discusses her experiences at prestigious schools and companies before finding her passion financing equipment for small businesses. Listen as she describes navigating challenges as a female entrepreneur and how mentors like her father taught her the importance of integrity. Sara also provides insights on sales strategies, career growth, and succession planning that can help anyone on their entrepreneurial journey. Tune in to hear Sara's full story and learn how she averages $30 million in loans each year. T...2024-04-161h 21Business With The BoyzEpisode 13 - Brent BlechaOn this episode of Business With The Boyz, Brent Blecha shares his incredible journey of sailing around the world for 5 years after leaving his corporate job, discussing the challenges of living off the grid at sea and reintegrating back into society. He also talks about co-founding a healthcare startup aimed at making care more affordable and accessible. David and Landon dive into Brent's diverse experiences, personal growth, and purpose of changing the healthcare landscape. This week on Business With The Boyz 0:00 Sailing, startups, and reintegrating into society. 6:58 Life journey, career paths, and co...2024-04-091h 24
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 p...2024-04-0255 minBusiness With The BoyzEpisode 12 - Mark BeelekMark Beelek joins us to share his enthralling story of overcoming adversity. He discusses his struggles with addiction and how he found success through personal growth and developing his supplemental insurance business. He emphasizes the importance of small daily improvements and having a supportive partner. Mark also reflects on lessons learned from his family's experience and the importance of financial planning and estate strategies to protect loved ones. This week on Business With The Boyz 0:00: Reflecting on Business Growth, Sharing a Personal Journey, and Cherishing Family Bonds. 4:49: Triumphing Through the 75 Hard Challenge: A Tale of Personal...2024-04-021h 33Business With The BoyzEpisode 11 - Allen TyndallAllen Tyndall joins us to share his journey in entrepreneurship and diversification, discussing his investment advisory firm, real estate projects, and sharing inspiration on how he perseveres through challenges. He explains how he balances multiple ventures with his wife and team. Allen also discusses hiring an assistant who has become integral to their operations. The episode explores entrepreneurship, building relationships, and overcoming difficulties through creativity and optimism. This week on Business With The Boyz Introducing Allen Tyndall Entrepreneurship, diversification, and perseverance Career growth and networking Career progression and entrepreneurship in the financial services industry Balancing multiple...2024-03-261h 46Business With The BoyzEpisode 10 - Aaron Ward Jr.We want to start by thanking everyone for your support. It has been a wild ride so far! Today we are joined by Aaron Ward Jr. Aaron as he shares his inspiring story of overcoming adversity through resilience and faith. He discusses his upbringing in poverty and the loss of his mother at a young age. Aaron reflects on his military service, nonprofit work, and various entrepreneurial ventures including a clothing line, cryotherapy business, and real estate investments focused on affordable housing. Throughout the episode, Aaron emphasizes the importance of helping others through humility, efficiency, and using...2024-03-191h 25Business With The BoyzEpisode 9 - Josh KosnickIn episode 9 of Business With The Boyz Josh Kosnick joins David and Landon to discuss his career journey, starting in financial services and eventually transitioning to coaching and consulting. They reminisce about their past careers and the importance of faith and relationships. Josh shares his experience with an unexpected termination and how he coped through grief. This episode emphasizes building culture, mentoring young talent, and giving value through strong relationships. Overall, the discussion focuses on overcoming challenges through personal growth, faith, and positively impacting others. This week on Business With The Boyz (0:00) Entrepreneurship, personal growth, and...2024-03-121h 45
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 gr...2024-03-0539 minBusiness With The BoyzEpisode 8 - Chris PolitoWelcome to episode 8 of Business With The Boyz featuring Chris Polito, owner of RediTech, a managed service provider. He joins us to discuss growing his business from a college thesis into a multi-location company. Chris shares lessons learned from past mistakes and overcoming challenges like embezzlement. He emphasizes the importance of culture and hiring the right people. Chris also explains how he helps clients envision technology needs as their businesses scale. Listeners learn about RediTech's services and Chris's vision to continue thoughtfully expanding his impact. This week on Business With The Boyz (0:02) Life and business with...2024-03-051h 17Business With The BoyzEpisode 7 - Terry Shanahan Pt. 2Terry Shanahan returns to discuss his real estate investing journey in more detail. He expands on how his health scare motivated him to acquire almost 200 doors worth $30 million in just 32 months. Terry emphasizes the importance of systems and processes to scale effectively. He outlines his strategy of leveraging virtual assistants from countries like the Philippines and India to reduce expenses. Terry describes some of the challenges of property management like evictions. For men’s fitness, he recommends peptides for optimizing hormones, healing injuries, and improving sexual health. The episode concludes with Terry emphasizing the value of taking action to ac...2024-02-271h 36Business With The BoyzEpisode 6 - Terry Shanahan Pt. 1Hold on to your seats, because this episode is wild! Terry Shanahan joins us to discuss his journey from financial advisor to serial entrepreneur and real estate investor with over 200 properties. He shares how a near-death health scare in 2019 motivated him to pursue financial freedom and build a real estate portfolio from scratch. Through hard work and strategies like the BRRR method, he Bought properties, Rehabbed them, Rented them out, and Refinanced to profit and repeat the process. Terry also reflects on past health coaching work with athletes and how relationships opened new opportunities. Despite setbacks, his passion for...2024-02-201h 46Business With The BoyzEpisode 5 - Dr. Jeff HimmelbergIn this episode of Business With The Boyz Dr. Jeff Himmelberg discusses his journey from small town doctor to successful medical entrepreneur. He shares how he started his own interventional radiology practice after realizing the limitations of working for a large medical center. Jeff also recounts a dramatic story of saving a woman's life through emergency medical intervention. Throughout the conversation, Jeff emphasizes the importance of customer service and building genuine relationships with patients to grow a thriving medical business through word-of-mouth referrals. This week on Business With The Boyz: Entrepreneurship and m...2024-02-121h 27Business With The BoyzEpisode 4 - Drew Halvorson, Rusty Johnson and Travis BrizendineIn Episode 4 of Business With The Boyz, David and Landon interview real estate investors Drew Halvorson, Rusty Johnson and Travis Brizendine about their careers and team building strategies. We discuss their journeys in real estate as they share tips for investing, navigating the market, and building a successful team. Drew, Travis, and Rusty emphasize the importance of relationship building, communication, and providing value beyond sales to clients. They also stress the power of referrals and going above and beyond for connections to generate trust and business over the long term. This week on Business With T...2024-02-061h 26Business 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 14Business With The BoyzEpisode 1 - Dan AllisonIn the debut episode of "Business With The Boyz," hosts David and Landon sit down with Dan Allison as he shares his remarkable career journey and the valuable life lessons he's acquired along the way. Starting his career in clinical psychology, he eventually transitioned into the realm of youth care services, where he successfully scaled a business catering to troubled youth. As the conversation unfolds, Dan takes us on his transformative journey, sharing how he later ventured into the world of consulting and ultimately acquired an insurance company. Yet, despite his material prosperity, Dan grappled with a profound sense...2024-01-161h 24
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 he...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 ever...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 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 emp...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 j...2023-05-0341 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 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 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 c...2022-11-1435 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 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. Bla...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 Optimization with Greg BishopGreg Bishop is the Founder and Managing Partner of Poterus Consulting. After several years of working in the financial services industry, Greg created Poterus Consulting as a platform where financial advisors, producer groups, and financial firms could increase their productivity exponentially. Before founding Poterus, Greg served as the Director of Business Development at Compass Total Benefit Solutions. He had also previously worked as the Chief Marketing Officer of QuietStream Financial and the Director of Practice Management at Consolidated Planning Inc. Greg holds a Master’s in Public Policy from Muskie School of Public Service, and completed his Bachelor’s in P...2022-08-0846 minModel FA PodcastGuiding Bereaved Clients through Financial and Personal Transitions with Mark ColganMark Colgan is a founding partner of Montage Wealth Management, a financial planning firm focused on creating strategies for saving and spending. With over 29 years of experience as a certified financial planner, Mark is passionate about orchestrating financial plans that help clients live a fulfilled life. Before founding Montage Wealth Management, Mark served as an investment consultant for McDonald Investments. Mark graduated from Rochester Institute of Technology, where he earned his Bachelor’s degree in Finance. Mark joins us today to discuss how financial planners and advisors help bereaved clients navigate difficult times. He details his...2022-07-1245 min
Originators: An Entrepreneurial PodcastRekindling Your Love for Your Business with David DeCelleDavid DeCelle is the President of Model FA, a family of companies dedicated to helping financial advisors find success in their business. Passionate about helping advisors create a memorable client experience, David leads a team of 18 at Model FA to serve thousands of advisors worldwide. He is the Founder and former CEO of The Financial Advisors’ Alliance, a consultancy firm that later merged with the Model FA family. Before becoming a consultant and entrepreneur, David served as Financial Advisor and Director at Northwestern Mutual. David joins me today to discuss how Model FA helps financial adv...2022-06-221h 00Model FA PodcastDiagnosing Your Business with Lauren GoldsteinLauren is the Founder and CEO of Golden Key Partnership, an award-winning and globally recognized boutique business consulting firm. Regarded as “The Business Doctor'' by her clients, Lauren specializes in helping business owners diagnose the root cause of team and operational challenges. She uses her 4D framework to help CEOs reclaim time and avoid burnout as they scale their businesses. Before founding Golden Key Partnership, Lauren served as a clinical research associate at Children’s Hospital Colorado. Lauren joins us today to discuss diagnosing businesses and identifying the cause of burnout. She explains why she started her own...2022-05-3137 minModel FA PodcastThe Making of a Leader with Aaron MillerAaron Miller is the Managing Partner of the Northwestern Mutual office in Downtown Boston. With over $265 billion in assets, Northwestern Mutual is a financial planning firm dedicated to helping its clients protect their wealth and prosper. Having served both as a financial advisor and industry leader, Aaron brings a unique perspective to his work. He has spent the last 18 years of his career supporting clients, financial advisors, and leaders in achieving their visions faster. Under Aaron’s leadership, Northwestern Mutual in Boston has become one of the fastest-growing offices in the country. Aaron joins us today to re...2022-05-1741 minModel FA PodcastAsset Management for RIAs and their Clients with Mike SorrentinoMike Sorrentino is the Chief Investment Officer of Darwin Asset Management, a wealth and asset management firm. As CIO of Darwin, Mike oversees the development and implementation of investment strategies while providing regular thought leadership to financial advisors and investors. He has been a guest on CNBC, Fox Business News, and Bloomberg, while major publications and newspapers have referenced him extensively. Before working with Darwin, Mike served on the sell-side at Sanford Berstein and Barclays and worked as the CIO of a firm that oversaw $6 billion in assets. Mike received his Master of Business Administration degree from the University...2022-04-2637 minModel FA PodcastNavigating Planning, Risk Management, and Insurance with David AppelDavid E. Appel is Managing Partner at Appel Insurance Advisors, LLC, a company that helps individual, family, and corporate clients worldwide obtain “People InsuranceTM”. For over 30 years, David has maintained a successful and service-oriented practice that focuses on generation-to-generation wealth transfer. He is the author of Buy Your Tomorrows Today, a book that outlines the secrets to establishing a life insurance portfolio. David is a former President of NAIFA Boston and serves as a risk advisor for the Insurance Fiduciary Network, a fiduciary dedicated to providing advice that serves clients’ best interests. David joins us today to discus...2022-04-1942 minModel FA PodcastExecutive Search and Recruitment for Financial Advisors with Blair LewisBlair Lewis is the President of GRN Mid-Cities, an organization that specializes in executive and senior-level search in the financial services industry. With over 10 years of experience as an executive search professional, Blair leverages his vast experience in finance to help client companies acquire the right talent for strategic hiring initiatives. He is also the creator and host of Namastir, a podcast that celebrates the relentless pursuit of happiness. Blair joins me today to discuss the process of staffing and recruiting financial advisors. He details his professional background and explains why he changed his career from wholesaling...2022-03-1544 min
Conversations About ConversationsLeaders Are Readers with David DeCelleOur guest on this episode of Conversations About Conversations is David DeCelle. David is on a mission to change the way financial advisors do business. He’s the president of the consulting firm ModelFA. He’s a self-described compulsive learner, advisor turned entrepreneur and grateful leader. He’s a returning guest to the podcast. A year ago, David and I discussed his vision for Building Relationships Systematically. To learn more about David and ModelFA visit https://www.daviddecelle.com/ or https://www.modelfa.com/. Get a text on weekdays from David DeCelle by texting 978-228-2338. Follow David_DeCelle on Ins...2021-11-2331 min
Stay Paid Podcast41 - Interview with David DeCelle: Paving Your Way to Financial SuccessIn business, going off on your own comes with its fair amount of risks. This was a risk that entrepreneur and financial expert David DeCelle of Financial Advisors’ Alliance was willing to take. In this episode of Stay Paid, Josh and Luke talk with David about his journey right out of college that took him from being a part of a company to starting out on his own and building his business of financial coaching. Follow Our Guest: David Decelle Facebook: The Financial Advisors' Alliance Instagram: Andy Dane Carter Visit our we...2018-10-1943 min