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Model FA Podcast

David DeCelle

Thoughts and interviews from the financial advice industry!

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Episodis

99 episodis

  1. The Organic Growth Mindset Shift with Andrew Sumitani 52:17
  2. How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi 28:37
  3. Why Financial Advisor Marketing Fails, and What Actually Works with Zeke Silvani 42:56
  4. Matthew Halloran on Growth, Client Events, AI, and Building a Better Advisory Practice 40:34
  5. Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 2. 47:42
  6. Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 1. 45:33
  7. The Power of Video in Financial Marketing with Taylor Schulte 40:14
  8. Leadership and Life with Brad Johnson of Triad Partners 51:07
  9. The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser 41:30
  10. Navigating the Rapidly Evolving M&A Landscape with Allen Darby 48:14
  11. Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers 33:59
  12. FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman 19:45
  13. Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff Hsu 36:16
  14. The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman 34:38
  15. Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value 36:03
  16. Faith, Ambition, and AI: Meet ModelFA's Chief Growth Officer, Joseph Pietrocini 20:03
  17. Lessons from Jiu Jitsu Applied to Financial Advisory Marketing with Graham Gardner 28:02
  18. From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen 36:26
  19. From Adversity to Advocacy: Cary Carbonaro's Journey in Wealth Management 44:31
  20. Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King 35:10
  21. Unlocking Growth: Andrea Schlapia's EOS Blueprint for Advisory Firms 36:54
  22. How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed 31:16
  23. Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods 31:24
  24. Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith 46:07
  25. How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr 43:56
  26. How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company 35:31
  27. Transforming Client Connections with Nick Davies 40:22
  28. Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein 40:43
  29. The Real Value of Your Advisory Business with Scott Leak, CFP® 41:59
  30. Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai 35:36
  31. Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller 41:56
  32. Building a Culture of Collaboration: Lessons from Ed Kuresman 47:46
  33. Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson 44:36
  34. The Power of Networking and Creating Personal Connections with Matt Middleton 51:01
  35. Financial Planning Revolution: Inside Domain Money with Joanne Bradford 53:24
  36. Unlocking Growth Strategies for Financial Advisors featuring Craig Butler 50:17
  37. Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster 1:02:35
  38. Life Planning: Discover Your Full Potential with Phil Weiss 42:58
  39. A Journey of Purpose, Financially and Spiritually with Gary Sirak 47:43
  40. The Importance of Specialization: Amir Noor's Perspective on Different Types of FAs 39:56
  41. Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning 38:47
  42. From Author to Authority with Paul McManus 42:28
  43. Creating Memorable Events with Angela York & Elyse Stoner 59:04
  44. Rick Burgess' Unique Approach to Balancing Business and Creativity 44:48
  45. MFA Exchange Exclusive: February DDG 37:13
  46. An Unrivaled Passion for Operational Efficiency with Jason Mirabella 35:56
  47. Navigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David Newson 54:10
  48. Get a sneak peek at the interesting conversations happening inside of the Exchange! 47:14
  49. The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad 46:17
  50. From Accounting to Entrepreneurship: Gerry Spitzer's Journey to Building a Thriving Independent Firm 39:47