Best Model FA Podcasts (2025)

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Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King 35:10

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8d ago35:10

35:10

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 for RIAs. Discover how Eagle Brook empowers advisors wi…

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Unlocking Growth: Andrea Schlapia’s EOS Blueprint for Advisory Firms 36:54

22d ago36:54

36:54

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 Entrepreneurial Operating System (EOS) to help advisory firms a…

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How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed 31:16

1M ago31:16

31:16

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 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

2M ago31:24

31:24

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 industry by offering advisors a 100% payout model, eli…

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Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith 46:07

2M ago46:07

46:07

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 his financial planning process, the "bucket plan," a…

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How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr 43:56

2M ago43:56

43:56

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 has mastered the art of aligning tax professionals an…

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How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company 35:31

3M ago35:31

35:31

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 processes, delegate wisely, and unlock sustainable gro…

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Transforming Client Connections with Nick Davies 40:22

3M ago40:22

40:22

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 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

3M ago40:43

40:43

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 that corporate trustees may avoid. She highlights the …

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The Real Value of Your Advisory Business with Scott Leak, CFP® 41:59

3M ago41:59

41:59

What’s your firm really worth—and how do you unlock that value? In this episode, David DeCelle sits down with Scott Leak, CFP® and CEPA, Senior Consultant at FP Transitions, one of the most trusted firms in the advisory M&A and valuation space. With over 17,000 valuations under their belt and 100+ M&A deals last year alone, FP Transitions has a uni…

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Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai 35:36

4M ago35:36

35:36

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 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 41:56

4M ago41:56

41:56

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 subdocs. They work with clients ranging from $500 millio…

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Building a Culture of Collaboration: Lessons from Ed Kuresman 47:46

4M ago47:46

47:46

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 emphasized the importance of client referrals, a positive cult…

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Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson 44:36

4M ago44:36

44:36

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 decision-making in client relationships and the need for ad…

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The Power of Networking and Creating Personal Connections with Matt Middleton 51:01

5M ago51:01

51:01

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 discusses the company's unique approach, including ca…

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Financial Planning Revolution: Inside Domain Money with Joanne Bradford 53:24

5M ago53:24

53:24

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: Why most people between 35-45 desperately need a compr…

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Unlocking Growth Strategies for Financial Advisors featuring Craig Butler 50:17

5M ago50:17

50:17

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 differentiating in a crowded market, offering comprehe…

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Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster 1:02:35

5M ago1:02:35

1:02:35

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 in 2022. Jonathan shares his journey from Institution…

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Life Planning: Discover Your Full Potential with Phil Weiss 42:58

6M ago42:58

42:58

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 planning from overcoming college debt to planning for …

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A Journey of Purpose, Financially and Spiritually with Gary Sirak 47:43

6M ago47:43

47:43

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 having a plan for retirement. Gary emphasizes the impo…

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The Importance of Specialization: Amir Noor’s Perspective on Different Types of FAs 39:56

6M ago39:56

39:56

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 subscription model, which grew to over 50 clients in …

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Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning 38:47

6M ago38:47

38:47

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 college to his modern day roles and ventures. He emph…

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From Author to Authority with Paul McManus 42:28

7M ago42:28

42:28

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 salespeople, shortening sales cycles and building trust…

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Creating Memorable Events with Angela York & Elyse Stoner 59:04

7M ago59:04

59:04

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 events can be leveraged as powerful tools for growth, con…

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Rick Burgess' Unique Approach to Balancing Business and Creativity 44:48

7M ago44:48

44:48

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 revolutionizing the way the financial industry handles p…

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MFA Exchange Exclusive: February DDG 37:13

8M ago37:13

37:13

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 relationship building in client interactions. The conversation …

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An Unrivaled Passion for Operational Efficiency with Jason Mirabella 35:56

8M ago35:56

35:56

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 Partners, a $2.1-2.3 billion RIA. He explains the impor…

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Navigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David Newson 54:10

8M ago54:10

54:10

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 behavioral healthcare, Newson's path has been anything but c…

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Get a sneak peek at the interesting conversations happening inside of the Exchange! 47:14

9M ago47:14

47:14

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 within the community that offer high-value advice to fin…

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The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad 46:17

9M ago46:17

46:17

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 engagement to drive referrals. Key Moments: [1:37] Kristin …

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From Accounting to Entrepreneurship: Gerry Spitzer’s Journey to Building a Thriving Independent Firm 39:47

9M ago39:47

39:47

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, emphasizing the importance of due diligence and choosing the r…

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Disrupting the RIA Space: How Ritik Malhotra is Redefining Financial Advice 44:52

10M ago44:52

44:52

In 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 starti…

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From Pilot to Financial Advisor Marketer: Jonathan Musgrave’s Story of Adaptation and Innovation 44:19

10M ago44:19

44:19

What does a pilot’s license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They’re all part of Jonathan Musgrave’s remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his unconventional career path and how it shaped his approa…

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Pioneering Fee-Only Wealth Advice with Christopher Tan 54:06

11M ago54:06

54:06

In this episode, Christopher Tan, CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial ser…

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The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses 41:44

12M ago41:44

41:44

In 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 firm…

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From Wirehouse to RIA: Craig Robson's Transformative Journey 59:05

12M ago59:05

59:05

In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges a…

1
Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! 1:37:11

1y ago1:37:11

1:37:11

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 co…

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Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell 51:52

1y ago51:52

51:52

In 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 significan…

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Creating Long Lasting Relationships with Michael Hanna 38:49

1y ago38:49

38:49

Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared …

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Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip 57:41

1y ago57:41

57:41

In 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 …

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Scaling Your Business Without Losing Your Mind with Tammy Lee 36:42

1y ago36:42

36:42

In 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 ca…

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Finding the Right Investment Partner with Eric Stein 40:23

1y ago40:23

40:23

In 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 ind…

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Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe 47:47

1+ y ago47:47

47:47

Strap 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 fo…

1
Building Your Financial Brand Online with Nick Meyer and Nate Hoskin 1:10:55

1+ y ago1:10:55

1:10:55

In 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 …

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Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto 42:39

1+ y ago42:39

42:39

In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…

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The Power of Thoughtful Client Connections with Kristin Harad 46:16

1+ y ago46:16

46:16

In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…

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Investing in People: Valuing Relationships Over Returns with Tyson Ray 55:39

1+ y ago55:39

55:39

David 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. Ty…

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Cultivating the Right Mindset and Character with Eric Negron 55:29

1+ y ago55:29

55:29

In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…

1
Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss 39:52

1+ y ago39:52

39:52

In 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 g…

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Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi 50:52

1+ y ago50:52

50:52

Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with you…