Thoughts and interviews from the financial advice industry!
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Model FA Podcasts
Upreneur is a podcast series that explores diverse entrepreneurial ventures with insider tips about how to spark your vision and begin your future. Each week, Upreneur host Jeremy Straub interviews leading CEOs and entrepreneurs, from South Florida and beyond, offering a unique glimpse into their success. The Upreneur podcast has partnered up with SCORE to help bring engaging conversations with today’s top leaders and business owners.
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Hello I'm Louise Boyce, aka Mama Still Got It. I'm a mother of three, a fashion model and a believer that we must get better with age (otherwise what's the point?). My podcast is for you if you're a mother, but passionate about holding onto your identity as a woman (amen) and enjoy listening to like minded brilliant and honest women talking all things that any mother and woman can relate to - whether it's surviving the summer holidays or make up hacks that I've learnt from the best make up a ...
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The Fashion Your Seatbelt podcast gives its listeners the rare opportunity to hear from some of the leading voices working in the fashion industry today. Each podcast is an exclusive one-to-one conversation with a creative who is crafting the future of fashion. Hosted by the renowned and award-winning fashion journalist Jessica Michault, this podcast is designed to take its audience directly to the heart of fashion and discover what makes it tick.
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Welcome to Olivia's House — the intimate and stylish new podcast from Olivia Attwood that blends sharp humour with unfiltered, heartfelt conversation. From New York to London, Olivia invites bold guests to explore love, fame, family, and everything in between- no topic is off-limits. Expect scandalous stories, laugh-out-loud chaos, and the honest, messy moments that make us human. So… are you coming in?
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value
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36:03Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the "consultative recruiting" model his firm has built over nearly 30 years, why freedom, flexibility, and control are the three core …
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Traitors, Truths & Tequila: Alan Carr & Lee Peart Unfiltered
1:00:16
1:00:16
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1:00:16In this hilarious and chaotic episode, Olivia is joined by Alan Carr and his close friend, comedian Lee Peart, as they walk the fine line between mayhem and professionalism. Alan & Lee spill the beans on their unlikely first encounter that led to the launch of their new wine-tasting podcast Bottom’s Up, and dive into rumours about them being a coup…
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Olivia Goes Solo: Betrayals, Brad & Industry Drama
1:00:44
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1:00:44In this episode Olivia dives deep into her world, sharing the juicy updates you've been waiting for. From snakes in her life to her relationship with Bradley, and spilling the tea on who’s disappointed her most in the industry - this episode is all the unfiltered goodness you need. She opens up about how she’s been juggling an insanely busy schedul…
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094 Farnoush Hamidian: The Model Who Is Redefining The Industry
1:04:03
1:04:03
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1:04:03Model and poet Farnoush Hamidian has that unquantifiable something, what the French call je ne sais quoi, that only fashion’s most iconic muses possess. All eyes turn towards her when she enters a room, and anyone who has seen her walk a couture catwalk can confirm she dominates the runway with a presence born not just from beauty, but inner streng…
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Tefi Pessoa: Club Rats, Cuffing Season & Cancel Culture
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1:01:31This week, Olivia sits down with one of the internet’s sharpest and funniest voices on pop culture - Tefi Pessoa. Best known for her podcast Tefi Talks with The Cut and her advice column Ask Tefi, her blend of humour and honesty has made her a fan favourite. This episode dives straight into chaos- The pair bond over their club-rat roots, swapping M…
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094 Alexis Mabille: Fashion’s Debonair Couture Designer
52:45
52:45
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52:45The debonair Alexis Mabille is a renowned French designer known for his innovative work in both fashion and interior design. Born into a big family, he learned early from his mother how to sew clothing, dressing both friends and family in his creations. Later, he would enroll in the Chambre Syndicale de la Couture Parisienne, graduating early becau…
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Ilona Maher: Rugby’s Biggest Personality, Viral Success & Why Short Kings Win
57:45
57:45
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57:45Olympic rugby powerhouse and TikTok sensation Ilona Maher sits down with Olivia Attwood for an unfiltered chat that veers from clubbing disasters to body confidence, with a detour into why British men might just be the best flirts on the planet. Ilona opens up about scoring her own Barbie doll, how women’s rugby is reshaping what it means to be an …
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From Small Town To Supermodel: Brooks Nader In The House
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43:20
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43:20Olivia welcomes model, entrepreneur, and reality star Brooks Nader into Olivia's House for a wildly unfiltered, hysterical, and heartfelt conversation. Brooks talks about growing up in a tiny, ultra-religious Louisiana town to manifesting her way onto the cover of Sports Illustrated, surviving a young marriage and dramatic divorce, and discovering …
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093 Stéphane Rolland: The Designer Whose Heart Beats for Haute Couture
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56:16
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56:16There are fashion designers, and then there are couturiers – those rare artists who understand how to sculpt emotion from fabric or create drama from a single silhouette. Stéphane Rolland is one of those exceptional few. From the moment he stepped onto the haute couture stage, Stéphane made it clear that he wasn’t interested in playing it safe. His…
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Olivia's House is Olivia Attwood’s stylish, intimate podcast that blends sharp humour with unfiltered, heartfelt conversation. From New York to London, Olivia invites bold guests to explore love, fame, family, and everything in between- no topic is off-limits. Expect scandalous stories, laugh-out-loud chaos, and the honest, messy moments that make …
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Faith, Ambition, and AI: Meet ModelFA's Chief Growth Officer, Joseph Pietrocini
20:03
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20:03In this inspiring episode, host David DeCelle sits down with ModelFA's newest team member, Joseph Pietrocini, Chief Growth Officer. Joseph shares his entrepreneurial journey, from launching a lawn care business in sixth grade to building a digital marketing agency in college, and how his faith and vision have shaped his career. Discover how Joseph'…
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092 Mariam Yeya: The Fabulous Force Behind Mrs. Keepa
56:30
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56:30There’s a certain kind of designer who doesn’t just make clothes – she builds a world. Mariam Yeya, the French-Egyptian force behind the fashion label Mrs. Keepa, does exactly that. Her creations aren’t just garments; they’re declarations of individuality, freedom, and fearless femininity – a colorful and creative visual dialogue that is a sartoria…
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091 Mohammed Aqra: The Strategist Uplifting Designers in the Middle East
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59:13There are visionaries who predict the future — and then there are those who quietly build it. Mohammed Aqra belongs to the latter. As the Chief Strategy Officer of the Arab Fashion Council, he has become one of the most influential figures shaping the evolution of fashion across the Middle East and beyond. Equal parts strategist, connector, and cul…
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Lessons from Jiu Jitsu Applied to Financial Advisory Marketing with Graham Gardner
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28:02Today we go inside of the mind of Model FA's Chief Marketing Officer, Graham Gardner, as he shares his path from OG Model FA employee to Partner at Model FA. In this episode, Graham discusses his role, the significance of strategic marketing, and how he helps clients build lasting relationships. Key Takeaways: From Gaming to Marketing: Graham's uni…
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090 Nicolas Santi-Weil: The Fashion CEO Who Leads With His Heart
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38:40In this episode Nicolas Santi-Weil, the CEO of AMI Paris, discusses what it takes to build a global multimillion dollar independent fashion brand today, how Asia helped shape AMI’s future, and why his carpe diem approach to business has proven so successful… Nicolas Santi-Weil is not your typical fashion CEO. Equal parts strategist and storyteller,…
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089 Burc Akyol: The Designer You Need to Know
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53:50
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53:50In the latest episode of the Fashion Your Seatbelt podcast, up and coming fashion designer Burc Akyol shares his unfiltered views on the fashion industry, his nascent signature brand and what it’s really like to work with Cardi B. There are some designers that feel like lighting in a bottle. Burc is without a doubt one of those. The poetic way he t…
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From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen
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36:26
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36:26In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline. Michael shares his journey from software sales to joining and transforming his family's wealth management firm, and how he leveraged technology and process improve…
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088 Charlotte Chesnais: The Cool Girls Jewelry Designer
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44:29
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44:29In this episode, I speak with Charlotte Chesnais, a woman who has spent a decade creating jewelry coveted by cool girls around the world. This year, she is celebrating the 10-year anniversary of her signature brand and her 40th birthday. Major milestones for a woman who seems to take everything in stride and with a broad smile. In a landscape where…
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087 Dima Ayad: The Dubai Designer Changing the Shape of Luxury
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55:45
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55:45Designer Dima Ayad is rewriting the conversation around Arab fashion, inclusivity, and the power of creative resilience. Born in Lebanon but raised in Dubai, she grew up within the rhythms of the city’s hospitality and luxury spaces. Her early career unfolded in PR and marketing roles at Jumeirah, Raffles, and Atlantis. Places where she learned not…
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From Adversity to Advocacy: Cary Carbonaro's Journey in Wealth Management
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44:31In this inspiring episode of the Model FA Podcast, host David DeCelle sits down with award-winning financial advisor, author, and female advocate Cary Carbonaro. Cary shares her remarkable journey from learning about money at her father's side to becoming a leading voice for women in wealth management. Discover how Cary built her brand, the importa…
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086 Laure Guilbault: France’s Die Hard Fashion Journalist
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41:34
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41:34In this episode, I sit down with Laure Guilbault, the Paris Correspondent for Vogue Business. Laure is a diehard fashion journalist. She worked at WWD for five years, became Business of Fashion’s first Paris correspondent, and is now the Paris Correspondent for Vogue Business. She doesn’t just report on fashion – she dissects it. From the C-suites …
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085 Lucien Pagès: The Man Shaping the Stories of Fashion
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56:07In this episode, I sit down with Lucien Pagès, one of the fashion world’s most accomplished storytellers and the founder of the eponymous Lucien Pagès Communication, a prominent public relations agency in the luxury fashion and beauty industries. Cards on the table…I have known Lucien Pagès for decades. I have watched with joy as his unique mix of …
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Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King
35:10
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35:10Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors wi…
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Unlocking Growth: Andrea Schlapia's EOS Blueprint for Advisory Firms
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36:54
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36:54In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms a…
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How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed
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31:16In this episode, David sits down with Matt Mossbarger, co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients. In This Episode: 0:00 - Introduction to Matt Mossbarger 1:00 - Matt's background in wealth management 2:30 - Origins of Wealth Feed 4:26 - Building the tech team 7:39 - Cataly…
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Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods
31:24
31:24
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31:24David DeCelle interviews Steven Woods, CEO of Sterling Shire, about his journey and the firm's innovative approach to the financial industry. Steven shares his background, including dropping out of high school, joining Wall Street, and founding Sterling Shire. The firm aims to revolutionize the industry by offering advisors a 100% payout model, eli…
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Come Clean in 15: India Reynolds - getting KICKED OFF Hinge, first date DISASTER, and the importance of GOOD SEX
18:39
18:39
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18:39Love Island royalty India Reynolds joins Olivia to break down the very real fear of dating after reality TV. They get into it all - being investigated by a date’s ex-girlfriend (yes, with photos), accidentally impersonating herself on Hinge, and the drama of navigating Love Island All Stars in your 30s. India opens up about how her dating mindset h…
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Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith
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46:07Stand by Model FAs! Today I am sitting down with Jason L Smith, founder of JL Smith and Prosperity Capital Advisors, to chat about his journey in the financial industry. Jason shares his early aspirations, setbacks, and eventual success in holistic wealth management. He discusses the evolution of his financial planning process, the "bucket plan," a…
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Come Clean in 15: Ronnie Vint - the TRUTH about him & Harriett, Insta STALKING and Love Island CARNAGE
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18:40Third time’s a charm, as Ronnie Vint makes it a hat trick on the pod… this time for a 15-minute spin around the world of dating. He’s opening up about where things really stand with Harriett, shares his non-negotiables in a new partner and reveals whether he’d do a third stint on Love Island. Plus find out why Brad sent Ronnie to keep an eye on Liv…
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How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr
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43:56
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43:56In 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 has mastered the art of aligning tax professionals an…
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Come Clean in 15: Chloe Burrows - HIDING her new man, gay RUMOURS and first date ICKS
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19:10Chloe Burrows joins Olivia for a rapid-fire rinse of all things dating — and nothing’s off-limits. From going full love-bomb with her new man to hiding from the internet after a breakup, Chloe gets real about limerence, ADHD, and launching a new relationship accidentally while drunk in Dubai. The girls also deep dive into dating chaos: couples holi…
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How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company
35:31
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35:31In this episode, we sit down with Steve Tenney, CEO of Grandview and Company, to explore his remarkable journey from Morgan Stanley Asset Management to launching his own RIA and ultimately coaching firm owners. Steve shares lessons from four decades in the industry, including how to standardize processes, delegate wisely, and unlock sustainable gro…
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084 Charaf Tajer: Takes Fashion Global With His Casablanca Brand
35:15
35:15
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35:15In just seven short years, Charaf Tajer, the founder and creative director of the brand Casablanca, has proven that the fashion world has room for a multitude of sartorial expressions. His unique blend of old-money style, colorful prints, sporty inspirations and architectural touches has managed to recalibrate the language of contemporary fashion. …
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Transforming Client Connections with Nick Davies
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40:22This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure…
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Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein
40:43
40:43
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40:43This week David DeCelle, CEO of ModelFA, interviews Sarah Ecklein, owner of Trust and Honor, about her journey from cooking to becoming a professional fiduciary. Sarah discusses her work in end-of-life care, serving as a conservator, trustee, and agent for clients, particularly in complex cases that corporate trustees may avoid. She highlights the …
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The Real Value of Your Advisory Business with Scott Leak, CFP®
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41:59
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41:59What's your firm really worth—and how do you unlock that value? In this episode, David DeCelle sits down with Scott Leak, CFP® and CEPA, Senior Consultant at FP Transitions, one of the most trusted firms in the advisory M&A and valuation space. With over 17,000 valuations under their belt and 100+ M&A deals last year alone, FP Transitions has a uni…
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BONUS: So Wrong It's Right Series 3 Best Bits!
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40:35It’s the end of Series 3 but that doesn’t mean we’ve forgotten about you wrong’huns! We bring you the best bits of Series 3! Featuring Daisy May Cooper discussing fame and the perks it brings her, Chloe Burrows & Millie Court sharing their love of partying and how they’re sick of the clean girl era, plus more great moments from Elizabeth Day, Chels…
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Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai
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35:36In this episode, David DeCelle, CEO of ModelFA, sits down with Matthew Awai of Advisor Tech Partners to explore how financial advisors can streamline operations, automate tasks, and reclaim valuable time in their business. Matthew shares his journey from working at a broker-dealer to co-founding Advisor Tech Partners, and dives into real-world auto…
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Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller
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41:56This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated subdocs. They work with clients ranging from $500 millio…
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Chloe Burrows & Millie Court: Reuniting with LIAM, Dubai RAVES, and THE CHASE mid-SEX?!
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35:58
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35:58Olivia’s finally bagged the ultimate duo… Chloe Burrows and Millie Court! And let’s just say, three cocktails deep, the chaos is instant. The girls dish the dirt on everything from their iconic Love Island origin story to accidentally raving in ballgowns in the Dubai desert. They share their views on dating disasters, living together post-breakup (…
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Building a Culture of Collaboration: Lessons from Ed Kuresman
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47:46What's up Model FAs?! This week David interviews Ed Kuresman from Mai Capital Management about his career journey. Ed started in finance during the tech bubble, interned at Madison Financial Advisors, and grew the firm from $20 million to over $1 billion in assets. During this period Ed emphasized the importance of client referrals, a positive cult…
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Tasha Ghouri: Living her BEST SOLO LIFE without ANDREW, Strictly DRAMA, and OWNING her disability
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38:57She danced through Strictly, survived Love Island, and just claimed full custody of the dog — Tasha Ghouri is ready to open up and is joining Liv for an overdue catch-up. From Strictly secrets (including that moment her cochlear implant fell out mid-routine!) to finally talking about her split with Andrew, Tasha talks fame, healing, and living alon…
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Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson
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44:36In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for ad…
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Solo Special: WORST Date EVER, Eating ASS and Listener DILEMMAS
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40:04
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40:04It’s just Liv and a mic… what could possibly go wrong? In this unfiltered solo ep, Liv answers questions from the wrong’uns and takes us on a ride through the madness of her current life: think 4am wake-up calls with Pete Wicks, the ever-growing monster that is her birthday party guest list, and why she might be developing a dangerous addiction to …
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The Power of Networking and Creating Personal Connections with Matt Middleton
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51:01Today we are joined by Matt Middleton, CEO of Future Proof, a media and events company aiming to modernize the wealth and investment management industry. Matt shares his journey from humble beginnings to founding Future Proof, emphasizing the importance of networking and personal connections. He discusses the company's unique approach, including ca…
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Chelsea Handler: Being a BITCH, Skiing on LSD and Looking HOT at 50
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38:41She’s loud, she’s unapologetic and she’s not taking advice from men — it’s Chelsea Handler! In this episode, Olivia breaks her own “no Zoom guest” rule for the stand-up legend and honestly... worth it. From microdosing before skiing to getting an ear job (yes, really), Chelsea gives us unfiltered hot takes on fame, failure and why morning breath is…
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Financial Planning Revolution: Inside Domain Money with Joanne Bradford
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53:24Stand by Model FA's! In this episode, Joanne Bradford (Chief Money Officer at Domain Money) reveals the future of personal finance, challenging traditional wealth management paradigms! Don't miss this game-changing conversation about money, technology, and personal empowerment! 🚀 Key Takeaways: Why most people between 35-45 desperately need a compr…
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Elizabeth Day: Justin Baldoni DRAMA, Inside the Showbiz Media MACHINE and the Realities of Reality TV
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56:20Journalist, author and host of How To Fail, Elizabeth Day joins Liv for a bumper-length chat which spans friendships, Justin Baldoni and Liv’s inability to cry. They both expose the inner workings of the showbiz press, with Elizabeth sharing her experience as a journalist, while Liv reflects on being the subject of media coverage. The pair also dis…
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Unlocking Growth Strategies for Financial Advisors featuring Craig Butler
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50:17Check 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 comprehe…
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Liv’s BFF Ryan Kay: Labubu’s, Poo Crumbs and Rating Their ICONIC Outfits
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41:48
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41:48He’s back again… Liv’s best friend, PA and stylist Ryan Kay returns to SWIR! The pair FINALLY chat about Liv’s obsession with Labubu’s and she shares whether she’s really getting paid to promote them. They also flick through some of their old ICONIC outfits and rate them honestly (let’s just say Liv has matured…). Plus they don’t hold back when it …
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