Thoughts and interviews from the financial advice industry!
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Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell
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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
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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
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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
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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
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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
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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…
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Building Your Financial Brand Online with Nick Meyer and Nate Hoskin
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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
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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
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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
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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
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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…
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Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss
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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
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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…
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Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson
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Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is a…
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Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast
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MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast! John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through …
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Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen Luke
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Today we are joined by Kristen Luke, the President of Kaleido Creative Studio and Author of "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing". In this episode of the Model FA Podcast, we are joined by Kristen Luke to discuss effective marketing strategies for financial advisors. We emphasize the importance of fin…
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The 4 Pillars of Advice Engagement That Will Transform Your Client Interactions with Michael Lecours
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Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill compl…
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Living a Well-Rounded Life: How Structure Can Scale Your Business with Josh Kosnick
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Meet Josh Kosnick - provider, recruiter, teacher and leader. He is the Type-A alpha male that loves to compete, drink bourbon and smoke cigars; however, Josh never shies away from sharing his vulnerable side. He’s passionate about men’s mental health – healing, talking about emotions, supporting each other – and will continue to advocate for this. …
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Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Brock
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Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve…
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Stop Solving Math Problems and Start Solving Human Problems with Tara Tussing Unverzagt
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Tara Tussing Unverzagt grew up with one of the first CFPs but started her career as a computer programmer, project manager at a software company. She turned to financial planning when she got married and wanted to work from home to raise children (just like her mom had.) She started South Bay Financial Partners in 2014 after working in her mom's bu…
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Modernizing Your Practice with Abby Morton
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Abby Morton is the Head of Community and Culture for Elements. As a CERTIFIED FINANCIAL PLANNER™ Abby brings an insider’s perspective on how marketing, sales, and financial advice should converge to drive optimal results in a modern RIA. In this episode Abby Morton from Elements joins us to discuss how the platform can be used to provide prospects …
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Maximizing Freedom and Minimizing Scrutiny with Michelle Atlas-Quinn
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Michelle 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 hea…
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Positioning Yourself with Focus and Purpose with Mark Willis
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Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some o…
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From Masterminds to Podcast: Showing Authenticity with Eric Brotman
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Eric Brotman is the CEO of BFG Financial Advisors, President of Brotman Consulting Group, LLC, Host of "Don't Retire...Graduate!" podcast, and author of three books on personal finance including "Don't Retire...Graduate! - Building a Path to Financial Freedom and Retirement at Any Age" On episode 135 of the "MODEL FA PODCAST," the spotlight is on E…
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Exploring Bitcoin & Traditional Finance with Trent and Isaiah
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Trent 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 persona…
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The Future of Financial Advisory: AI, Automation, and Growth Strategies with Daleele Alison
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Daleele 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 episo…
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Becoming a Better Human Every Day with Joe Templin Part II
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Joe Templin is the author of Every Day Excellence, a book that outlines the process of making daily investments toward personal improvement and development. Widely regarded as the Human Kaizen Expert, Joe is dedicated to making individuals and organizations better. He is the co-founder and President of The Intro Machine, a learning ecosystem and tr…
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Rethinking Traditional Budgeting Methods with John Crane
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John Crane is an author, financial advisor, retirement income planner, and registered representative and financial advisor at Park Avenues Securities LLC. Before serving in the financial services industry, John held several posts at Sprint, including a Senior Government Account Executive role. In his book, The One-Number Budget, he helps readers wi…
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Concierge Financial Planning: Taking Client Relationships to the Next Level with Phil Bender
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Phil 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.…
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Joseph Milano is the Managing Partner at New South Wealth Management. Joe is originally from Staten Island, NY and he moved to Charlotte, NC where he started his journey with New South Wealth Management. Joe obtained his bachelor’s degree from Villanova University where he developed and established his passion for the financial industry. Joe is exc…
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Becoming a Better Human Every Day with Joe Templin Part I
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Joe Templin is the Human Kaizen Expert, dedicated to making individuals and organizations better. He is the co-founder and President of The Intro Machine, a learning ecosystem and training environment that helps individuals build and grow an introduction-based business. Before co-founding The Intro Machine, Joe served as the Managing Director of Th…
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Motivational Interviewing with Jeremy Keil
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Jeremy 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 adj…
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The Benefits of Captive Insurance Companies with Jarid Beck
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Jarid Beck is the co-founder and Managing Director of Risk Management Advisors, a national firm specializing in the design, implementation, and management of self-insured plans and captive insurance companies. A career specialist in alternative management strategies with a diverse background in insurance, Jarid delivers technical insurance solution…
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Serving Real Estate Professionals with Mike Metzger
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Mike Metzger is a certified financial planner and the founder of Lifepoint Financial Design, a financial services firm dedicated to helping clients live a more purposeful life through financial planning. Mike–a real estate investor and spouse of a realtor—believes in the potential of real estate as an asset class and is on a mission to support real…
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Long-term Care Planning and Insurance with Marc Glickman
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Marc Glickman is an actuary and long-term care insurance expert. He is the founder and CEO of BuddyIns, a nationwide community of long-term care insurance experts who are dedicated to helping individuals and families find the best plan to meet their care needs. Marc previously served as the Chief Sales Officer of LifeCare Assurance Company, a firm …
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The MVP Guide to Branding for Financial Advisors with Jennifer Hensley
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Jennifer Hensley is a marketing strategist and the owner of Playmaker Coaching & Consulting LLC— dedicated to changing the game for referral-based business owners. By creating and implementing 90-day marketing plans with her clients, Jennifer helps them scale sustainably without the hassle or hustle. Jennifer worked with Northwestern Mutual for ove…
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Leveraging Fintech to Scale Practice Management Efficiency with Hiren Patel
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Hiren 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 join…
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The Power of Building Solid Relationships with Andrew Saksa
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Andrew Saksa is a media marketing and business development expert. He is the Senior Vice President for Business Development at ReminderMedia, a company dedicated to empowering clients to close more deals and retain more business. Before joining the ReminderMedia team, Andrew was the co-founder of Mypistevo.com and formerly served as the Vice Presid…
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The Impact of Entrepreneurial Operating Systems on Advisory Firms with Matt Cosgriff
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Matt Cosgriff is the Director of Wealth Management at BerganKDV, a trusted firm that offers business planning and consulting, tax, auditing and accounting, technology, and wealth management services throughout the Midwest. Matt joined the BerganKDV team in 2014. As a wealth management leader, Matt is passionate about cultivating a team-centric envi…
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The Principles of Influencing People with Brian Ahearn
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Brian Ahearn is a consultant and the Chief Influence Officer of Influence PEOPLE LLC, an organization dedicated to helping people move others into action. Having been in the business of training people for over two decades, Brian helps his clients apply the science of influence for better business results. He graduated cum laude with a degree in Ge…
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Mind Management for Advisors with David Kadavy
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David 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 i…
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Pathways for Financial Advisors with Penny Phillips
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Penny Phillips is the co-founder and President of Journey Strategic Wealth, an RIA for advisors seeking independence and full-fledged practice management support. She is also the founder and CEO of Thrivos Consulting, a firm on a mission to support financial firms and advisors as they embrace change and discover new ways to thrive. Before founding …
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Increasing Your Business’ Returns on Life with Simon Severino
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Simon Severino is the founder of Strategy Sprints, an organization that helps SaaS and Services companies double their revenue in 90 days. Over his 19 years in entrepreneurship, Simon has executed hundreds of go-to-market strategies with B2B teams worldwide. He is also a business strategy advisor for several organizations including the Silicon Vall…
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Cryptocurrency for Financial Advisors with Greg Johnson
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Gregory 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 welln…
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Working Less and Maintaining a Successful Business with Kevin Stansfield
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Kevin Stansfield is an award-winning business coach, author, and keen golfer. He is the Founder and Director of ActionCOACH Solent in the UK, a company offering business coaching to small to medium-sized organizations. Their objective is to help clients clarify their dreams and goals for the future and make a plan to achieve those dreams and goals,…
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Leveraging Retirees’ Superpowers with Justin Fitzpatrick
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Justin 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,…
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The One-Page Financial Plan with Nic Nielsen
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Nic 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 up…
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Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
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Erica Pauly is a data storyteller for financial advisors and the Founder of Track That Advisor, a data analytics company that helps financial advisors bring clarity to company statistics. Before founding Track That Advisor, Erica worked as the Office Operations Manager and Marketing Director for GrowSecure Inc. Insurance and Financial Services and …
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Thriving as a Young Financial Advisor with James Jurica
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James Jurica is the Director of Advisor Development at Wealth Watch Advisors, a discretionary, fee-based money management firm committed to developing and implementing financial strategies to meet the personal goals of its clients. Within Wealth Watch Advisors, James founded Taggart Wealth Management, in which he serves as the Lead Financial Adviso…
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Creating a Culture of Service with Natalie Wolfsen
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Natalie Wolfsen is the CEO of AssetMark, a WealthTech platform that empowers independent financial advisors to deliver impactful investor outcomes and grow their practices. As CEO of AssetMark, Natalie is focused on leading the company’s strategic vision, which encompasses its platform of curated investment and tech solutions, business consulting a…
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