PODCAST

Model FA Podcast

David DeCelle

Thoughts and interviews from the financial advice industry!

business marketing

All Episodes

49:12

Smashing Fear for Transformational Change with...

Model FA Podcast ·

2022/07/26

Michael Ivanov is a motivational speaker and the Founder of Speaklife365. He is the best-selling author of The Servant with One Talent, The Traveler’s Secret, and The Mount of Olives—which combines courage, faith, and wisdom to share an inspiring tale of self-discovery. Michael is committed to helping leaders, teams, and influencers connect with their most powerful selves and create transformational change in peoples’ lives. Michael joins us today to discuss how you can smash your fears and

42:50

Building Human Connections for Client Attraction and...

Model FA Podcast ·

2022/07/19

Jaimie Sarah is an award-winning executive coach, marketing consultant, and the Founder of Definitely Definitely, a coaching and consulting company that helps smart, talented, service-based experts attract and retain high-caliber clients with integrity. Before founding Definitely Definitely, Jaimie served for over a decade in the marketing industry, working with companies such as Thomson Reuters, SAP, and Satelliet-UK. As a coach and consultant, Jaimie uses the Aligned Business Blueprint, a

45:47

Guiding Bereaved Clients through Financial and...

Model FA Podcast ·

2022/07/12

Mark Colgan is a founding partner of Montage Wealth Management, a financial planning firm focused on creating strategies for saving and spending. With over 29 years of experience as a certified financial planner, Mark is passionate about orchestrating financial plans that help clients live a fulfilled life. Before founding Montage Wealth Management, Mark served as an investment consultant for McDonald Investments. Mark graduated from Rochester Institute of Technology, where he earned his Bachelor’s

52:00

The Nobility of Financial Advisors with Ray Sclafani

Model FA Podcast ·

2022/07/05

Ray Sclafani is the Founder and CEO of ClientWise, a business and executive coaching firm working exclusively with high-performing financial advisory teams. He is a professional certified coach who holds a Master Certification in Neuro-Linguistics. In addition to being a public speaker sought after by industry leaders, Ray is the author of You’ve Been Framed, a step-by-step guide that helps financial firms achieve profitability and sustainability. Before founding ClientWise, Ray worked at

39:47

Guiding Clients through Market Downturns with Rusty...

Model FA Podcast ·

2022/06/28

Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management

55:05

Building Best-in-class Businesses with Justin Goodbread

Model FA Podcast ·

2022/06/21

Justin Goodbread is an author, entrepreneur, and certified financial planner. He founded his company, Heritage Investors, in 2009 to help individuals, business owners, and retirees attain their financial goals. In 2019, Justin founded Heritage Business Advisors to help business owners realize their full potential. He later joined the WealthSource family after the company and its affiliates acquired Heritage Investors and Heritage Business Advisors in 2022. He is also the author of Your Baby’s Ugly,

39:31

Becoming an Admired Leader with Steve Atkinson

Model FA Podcast ·

2022/06/14

Steve Atkinson is the Managing Director for Advisor Relations at Buckingham Strategic Partners, an investment management firm committed to creating a better wealth experience for financial advisors and clients. Steve previously worked as the Vice President of CLS Investment Firm LLC. for eight years before joining Buckingham Strategic Partners. He is a graduate of the University of Nebraska at Omaha and holds a Bachelor’s degree in Finance and Banking. As Managing Director for Advisor Relations at

01:00:23

Exploring the 401k and Retirement Planning Industry...

Model FA Podcast ·

2022/06/07

Wade Behlen is the Owner and Managing Director of Retirement Plans/Foundations at WealthPLAN Partners, an RIA that manages the retirement plans of over 250 companies across the country. Passionate about helping companies build “best in class” retirement plans, Wade has spent the last 15 years specializing in retirement plan advising with WealthPLAN and has been recognized as one of the Top 401k Advisors by Financial Times. Wade joins us today to share his insights on the 401K and retirement planning

37:28

Diagnosing Your Business with Lauren Goldstein

Model FA Podcast ·

2022/05/31

Lauren is the Founder and CEO of Golden Key Partnership, an award-winning and globally recognized boutique business consulting firm. Regarded as “The Business Doctor'' by her clients, Lauren specializes in helping business owners diagnose the root cause of team and operational challenges. She uses her 4D framework to help CEOs reclaim time and avoid burnout as they scale their businesses. Before founding Golden Key Partnership, Lauren served as a clinical research associate at Children’s Hospital

45:19

The Power of Relationships and Building Human...

Model FA Podcast ·

2022/05/24

Chris Koon is a financial advisor at Northwestern Mutual, a financial planning and wealth management company dedicated to helping businesses and families achieve financial security. Chris is a Lifetime Member of the Million Dollar Roundtable and was Top of the Table in 2021. He is also a winner of the Master Achievement Awards and has $10 million worth of career production. Through his work, Chris has served thousands of people protecting and providing for their loved ones for the past 25 years

41:22

The Making of a Leader with Aaron Miller

Model FA Podcast ·

2022/05/17

Aaron Miller is the Managing Partner of the Northwestern Mutual office in Downtown Boston. With over $265 billion in assets, Northwestern Mutual is a financial planning firm dedicated to helping its clients protect their wealth and prosper. Having served both as a financial advisor and industry leader, Aaron brings a unique perspective to his work. He has spent the last 18 years of his career supporting clients, financial advisors, and leaders in achieving their visions faster. Under Aaron’s

37:40

Building Authority and Expertise as a Financial...

Model FA Podcast ·

2022/05/10

Mike Saunders is the President, CEO, and Authority Positioning Coach of Marketing Huddle, an organization dedicated to empowering financial professionals. By helping them build authority and expertise, Mike elevates financial professionals to become trusted financial advisors. He is the bestselling author of Authority Selling and serves as a member of the Forbes Coaches Council. Mike is also the host of the Influential Entrepreneurs podcast, where he interviews elite business leaders and experts to

43:01

Exploring the Human Side of Advice with Brendan Frazier

Model FA Podcast ·

2022/05/03

Brendan Frazier is the founder of Wired Planning, a platform dedicated to equipping financial advisors and planners with practical tips and insights to apply behavioral finance and master the human side of advice. Brendan has been on the prestigious Investopedia’s Top 100 Financial Advisors and is a sought after keynote speaker. After graduating with a Bachelor’s degree in Business Administration and Marketing from Belmont University, Brendan worked at Jackson National as a business development

37:15

Asset Management for RIAs and their Clients with Mike...

Model FA Podcast ·

2022/04/26

Mike Sorrentino is the Chief Investment Officer of Darwin Asset Management, a wealth and asset management firm. As CIO of Darwin, Mike oversees the development and implementation of investment strategies while providing regular thought leadership to financial advisors and investors. He has been a guest on CNBC, Fox Business News, and Bloomberg, while major publications and newspapers have referenced him extensively. Before working with Darwin, Mike served on the sell-side at Sanford Berstein and

42:16

Navigating Planning, Risk Management, and Insurance...

Model FA Podcast ·

2022/04/19

David E. Appel is Managing Partner at Appel Insurance Advisors, LLC, a company that helps individual, family, and corporate clients worldwide obtain “People InsuranceTM”. For over 30 years, David has maintained a successful and service-oriented practice that focuses on generation-to-generation wealth transfer. He is the author of Buy Your Tomorrows Today, a book that outlines the secrets to establishing a life insurance portfolio. David is a former President of NAIFA Boston and serves as a risk

53:06

Taking the Leap of Faith: Becoming an Independent...

Model FA Podcast ·

2022/04/12

Shanna Tingom is the Co-founder of Heritage Financial Strategies, an organization dedicated to empowering clients to own their financial future. With over two decades of experience in the financial services industry, Shanna specializes in working with women entrepreneurs, business owners, and leaders, as well as individuals experiencing life transitions (such as marriage or divorce). Shanna earned her Bachelor’s degree in Business from William Penn University and completed her Master’s degree in

01:02:32

Raising Diverse Voices in Wealth Management &...

Model FA Podcast ·

2022/03/29

Sonya Dreizler and Liv Gagnon are the Founders of Choir, the financial services industry’s first diversity certification program for conferences. Choir is focused on amplifying the voices of women, non-binary people, and people of color in the financial services industry. Sonya Dreizler is a speaker, writer, and consultant dedicated to fostering conversations about gender and race in financial services. Her 20 years of industry experience include 14 years in traditional financial and investment

44:19

Executive Search and Recruitment for Financial...

Model FA Podcast ·

2022/03/15

Blair Lewis is the President of GRN Mid-Cities, an organization that specializes in executive and senior-level search in the financial services industry. With over 10 years of experience as an executive search professional, Blair leverages his vast experience in finance to help client companies acquire the right talent for strategic hiring initiatives. He is also the creator and host of Namastir, a podcast that celebrates the relentless pursuit of happiness. Blair joins me today to discuss the

51:25

Driving Business Development through Podcasting with...

Model FA Podcast ·

2022/03/01

Austin Peterson and Landon Mance are the Co-founders of Backbone Planning Partners, a financial services firm with offices in Las Vegas, Nevada and Phoenix, Arizona. Backbone Planning Partners helps business owners and their families transfer ownership of their businesses while focusing on a positive outcome for their employees. Austin and Lance are also the hosts of Tycoons of Small Biz, a podcast that gives business owners a platform to share their stories with the world. Austin Peterson is a

01:01:03

E-MOTIONS: Avoiding Burnout and Connecting to Purpose...

Model FA Podcast ·

2022/02/15

Rich Bluni is a consultant and national speaker. Rich has been a Registered Nurse for nearly 30 years with experience in pediatric ICU, trauma, and ER among many other areas. Since 2007, he's been a successful healthcare consultant working with large academic centers as well as smaller organizations all over the US. Rich is an author of 3 books and a much sought after keynote speaker, having spoken in every State in the US (except for Alaska so far!) as well as a number of conferences in Canada

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Model FA Podcast

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