PODCAST · business
Model FA Podcast
by David DeCelle
Thoughts and interviews from the financial advice industry!
Episodes
-
The Organic Growth Mindset Shift with Andrew Sumitani
Today, I am joined by Andrew Sumitani from Poseidon to unpack why traditional marketing funnels often fail in the wealth management space. Listen in as they discuss shifting your mindset from selling to helping and the power of building long-term trust before life events happen. In this episode…
more -
How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi
For years, wealth management firms have looked for ways to unlock wealth management growth, become more valuable to their clients, and differentiate themselves beyond traditional investment management. Financial planning, estate planning, insurance, and other services have become increasingly...
-
Why Financial Advisor Marketing Fails, and What Actually Works with Zeke Silvani
Financial advisors are surrounded by marketing advice. Post more videos. Build a personal brand. Pick a niche. Send more emails. Improve your website. Start a podcast. But which of those things actually moves the needle? In this episode of The Model FA Podcast, David DeCelle sits down with Zeke...
-
Matthew Halloran on Growth, Client Events, AI, and Building a Better Advisory Practice
In this episode of the Model FA Podcast, David DeCelle sits down with Matthew Halloran, Chief Evangelist at Zocks, for a conversation that goes way beyond financial advisor technology. Matthew shares his journey from therapist, to life coach at Carson, to building Proudmouth, to helping advisors...
-
Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 2.
In this Part 2 conversation, David DeCelle, CEO of ModelFA, sits back down with Daniel Gourvitch of Mercer Advisors to dig into the brass tacks of organic growth for financial advisors and RIAs. Building on Part 1's focus on mindset and firm design, this episode is all about execution. Daniel...
-
Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 1.
Most financial advisory firms say they want organic growth. But very few are honest about what it actually takes to create it. In this episode of the Model FA Podcast, David DeCelle is joined by Daniel Gourvitch, President of Mercer Advisors, for a deep conversation on why organic growth in the…
more -
The Power of Video in Financial Marketing with Taylor Schulte
In this episode of the Model FA podcast, host David DeCelle sits down with Taylor Schulte, CFP and founder of Define Financial, to explore the journey from unplanned entry into financial advising to building a thriving, $300M AUM retirement planning firm. Taylor shares how sales experience shaped...
-
Leadership and Life with Brad Johnson of Triad Partners
In this episode of the Model FA podcast, host David DeCelle talks with Brad Johnson, co-founder of Triad Partners, about his non-linear entry into financial services and the profound internal work required to shift from top producer to effective CEO. Brad explains why financial advisory remains...
-
The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser
In this episode of the Model FA Podcast, David DeCelle sits down with Jeremy Houser, VP & Senior Advisor Development Consultant at Simplicity Group and host of the Advisor Mentorship Podcast. They break down what actually holds advisors back from scaling—why delegation is the real unlock, how a...
-
Navigating the Rapidly Evolving M&A Landscape with Allen Darby
In this episode of the Model FA podcast, host David DeCelle spoke with Allen Darby, CEO and founder of Allaris Acquisitions, to discuss the evolution of the wealth management M&A landscape. Allen, an industry veteran who completed nine acquisitions as an RIA owner, provided insights on the surge…
more -
Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers
In this episode of the Model FA podcast, host David DeCelle spoke with Jennifer des Groseilliers, CEO of The Mather Group, to discuss her career journey, the firm's growth strategy, and its distinct business philosophy. Jennifer detailed her transition from practicing law to becoming a financial...
-
FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman
Learn 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...
-
Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff Hsu
In 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…
more -
The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman
In 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…
more -
Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value
Louis 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...
-
Faith, Ambition, and AI: Meet ModelFA's Chief Growth Officer, Joseph Pietrocini
In 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…
more -
Lessons from Jiu Jitsu Applied to Financial Advisory Marketing with Graham Gardner
Today 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....
-
From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen
In 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…
more -
From Adversity to Advocacy: Cary Carbonaro's Journey in Wealth Management
In 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...
-
Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King
Welcome 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…
more -
Unlocking Growth: Andrea Schlapia's EOS Blueprint for Advisory Firms
In 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...
-
How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed
In 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...
-
Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods
David 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...
-
Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith
Stand 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...
-
How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr
In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners...
-
How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company
In 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...
-
Transforming Client Connections with Nick Davies
This 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...
-
Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein
This 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...
-
The 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…
more -
Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai
In 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...
-
Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller
This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated...
-
Building a Culture of Collaboration: Lessons from Ed Kuresman
What's up Model FAs?! This week David interviews Ed Kuresman from Mai Capital Management about his career journey. Ed started in finance during the tech bubble, interned at Madison Financial Advisors, and grew the firm from $20 million to over $1 billion in assets. During this period Ed…
more -
Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson
In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious...
-
The Power of Networking and Creating Personal Connections with Matt Middleton
Today we are joined by Matt Middleton, CEO of Future Proof, a media and events company aiming to modernize the wealth and investment management industry. Matt shares his journey from humble beginnings to founding Future Proof, emphasizing the importance of networking and personal connections. He...
-
Financial Planning Revolution: Inside Domain Money with Joanne Bradford
Stand by Model FA's! In this episode, Joanne Bradford (Chief Money Officer at Domain Money) reveals the future of personal finance, challenging traditional wealth management paradigms! Don't miss this game-changing conversation about money, technology, and personal empowerment! 🚀 Key Takeaways:...
-
Unlocking Growth Strategies for Financial Advisors featuring Craig Butler
Check it out! Host David DeCelle interviews Craig Butler, Chief Growth Officer at Tru Independence, about business development and sales strategies. Tru Independence, which recently merged with Sanctuary Wealth, manages $45 billion in assets with 120 advisors. Craig emphasizes the importance of...
-
Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster
In this episode of the Model FA podcast, David DeCelle, CEO of ModelFA, interviews Jonathan Foster, President and CEO of Angeles Wealth Management, a national wealth management firm serving ultra-high-net-worth families. Angeles Wealth Management has grown from $250 million in 2017 to $2 billion…
more -
Life Planning: Discover Your Full Potential with Phil Weiss
Buckle 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...
-
A Journey of Purpose, Financially and Spiritually with Gary Sirak
In this episode, David is joined by Gary Sirak is an experienced financial advisor who has been in the industry for 45 years. He wrote a book called "How to Retire and Not Die" based on his experiences seeing clients struggle with retirement. The key themes of the book are purpose, passion, and...
-
The Importance of Specialization: Amir Noor's Perspective on Different Types of FAs
In this episode of the Model FA podcast, David DeCelle is joined by Amir Noor, CFP®, EA to discuss his journey in the financial industry. Amir started at 16, working his way up from life insurance paperwork to becoming a licensed advisor. He transitioned to a fee-only firm, offering a $400/month...
-
Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning
In this week's episode of the Model FA Podcast, David DeCelle interviews Joe Jordan, a renowned behavioral finance expert and author of "Living a Life of Significance," which has sold over 150,000 copies in five languages. Joe shares his journey from starting in financial services while still in...
-
From Author to Authority with Paul McManus
In this episode of the Model FA podcast, David DeCelle is joined by Paul McManus, a best-selling author and financial services expert, about the benefits of writing short books for financial advisors. Paul explains that writing a book helps advisors position themselves as educators rather than...
-
Creating Memorable Events with Angela York & Elyse Stoner
In this episode of the Model FA podcast, David DeCelle is joined by Angela York and Elyse Stoner, co-founders of Event Advisors, to explore the art of creating unique and memorable events that not only drive business but also help deepen relationships. They share their expert insights on how…
more -
Rick Burgess' Unique Approach to Balancing Business and Creativity
In this episode, David DeCelle, the CEO of ModelFA, sits down with Rick Burgess, from Forms Logic. Rick shares his unique journey, from his time in the Marines to his experiences as a financial advisor, wholesaler, and serial entrepreneur. Rick explains how Forms Logic, a data company that is...
-
MFA Exchange Exclusive: February DDG
This month's special episode of the Model FA podcast is another edition of the DDG - where David, Dan and Graham come together to mind meld about the Exchange (skool.com/exchange) and this month's episode is all about business development, emphasizing the importance of authenticity and…
more -
An Unrivaled Passion for Operational Efficiency with Jason Mirabella
In this episode, David DeCelle, CEO of ModelFA, sits down with Jason Mirabella, founder of Deliver Advice. Jason shares his 25-year career journey in the financial services industry, discussing his transition to the RIA space and his experience as Chief Platform Officer and COO at WealthSource...
-
Navigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David Newson
In this episode of the Model FA Podcast, host David DeCelle sits down with David Newson, the founder and CEO of XNW Digital, to explore his remarkable journey into the financial planning industry. From his unexpected start in the shoe department at Nordstrom to his foray into the world of...
-
Get a sneak peek at the interesting conversations happening inside of the Exchange!
In this exciting episode of the Model FA Podcast, co-founders David DeCelle, Graham Gardner, and Dan Allison share fresh insights and actionable strategies straight from their thriving membership platform, The Exchange. Each month, they highlight key posts, discussions, and breakthroughs from...
-
The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad
In this episode of the ModelFA Podcast, David DeCelle is rejoined by Kristin Harad, a business and marketing coach for RIA leaders and independent financial advisors. Kristin shares tactical advice on content creation, leveraging LinkedIn, improving prospect follow-up, and enhancing client...
-
From Accounting to Entrepreneurship: Gerry Spitzer's Journey to Building a Thriving Independent Firm
In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Model FA Podcast have?
Model FA Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Model FA Podcast about?
Thoughts and interviews from the financial advice industry!
How often does Model FA Podcast release new episodes?
Model FA Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Model FA Podcast?
You can listen to Model FA Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Model FA Podcast?
Model FA Podcast is created and hosted by David DeCelle.
URL copied to clipboard!