PODCAST

Model FA Podcast

David DeCelle

Thoughts and interviews from the financial advice industry!

business marketing

All Episodes

39:21

Practice and Operations Management Principles, Tips,...

Model FA Podcast ·

2022/01/04

Matt Sonnen is the Founder and CEO of PFI Advisors, an organization that helps RIA owners build the infrastructure and culture they need to grow their profit. Matt—who is celebrating 25 years in the wealth management industry in 2022—began his career in the industry as a Financial Analyst in Merrill Lynch. He then progressed to Luminous Capital, where he served as the Director of Operations, Chief Compliance Officer, and Chief Operating Officer. He also worked at Focus Financial Partners, where he

48:09

Enhancing Client Engagement, Referrals, and...

Model FA Podcast ·

2021/12/28

Bill Cates is the founder of Referral Coach International and the Cates Academy for Referral Marketing. He is a client acquisition expert and the author of several books, including Get More Referrals Now and Radical Relevance. For over 25 years, Bill has helped financial professionals move from incremental to exponential growth by improving communication, value, and clientele. Before founding Referral Coach International, Bill built and sold two successful book publishing companies. A sought-after

39:35

Amplifying Clients’ Voices and Becoming a Referable...

Model FA Podcast ·

2021/12/21

Julie Littlechild is the Founder and CEO of Absolute Engagement, a company that helps financial advisors and financial advisory firms use client feedback to drive engagement and growth. Julie is committed to leading Absolute Engagement’s research and insights to help financial advisors create a differentiated client experience. She has been twice recognized as one of the 25 Most Influential People in Financial Planning. In addition to her role at Absolute Engagement, Julie is the co-host of the

45:10

The Intersection of Tech and Compliance with Cory...

Model FA Podcast ·

2021/12/14

Cory Roberson is the Founder and Principal of FIN Compliance, a consortium of compliance, consulting, and business management solutions designed to help investment firms structure, maintain, and develop their internal regulatory programs. An established public speaker, Cory has delivered speeches in several engagements, including the FinTech Diaspora Forum and the ICO4Impact Virtual Summit. He is also a writer whose publications include the article, “Raising the Bar for Compliance: 10 Tips to

38:05

Tech, AI, and Compliance for Financial Advisors with...

Model FA Podcast ·

2021/12/07

Bo Howell is the Founder, Chairman, and CEO of Joot, a fintech organization that provides compliance tech and services for investment advisors. After serving in the U.S. Navy, Bo worked at the U.S. Securities and Exchange Commission (SEC) as Senior Counsel in the Division of Investment Management. He then worked in financial service organizations and legal firms such as Ultimus Fund Solutions and Strauss Troy before finally launching Joot in 2018. With his substantial legal, managerial, and business

36:43

Committing Client Segmentation to Your Business’s...

Model FA Podcast ·

2021/11/30

Jon Mauney is the General Manager at Betterment, where he also leads the Betterment for Advisors team. Betterment is an organization that empowers financial advisors to do what’s best for their client’s wealth journey. Before joining Betterment in 2013, Jon worked in data analytics and served as a Senior Consultant for IBM. At Betterment, Jon spent several years building software and leading the company’s engineering teams. Today, Jon spends his time working with financial advisors, getting their

46:07

Claiming Your Superpower to Create Your Reality with...

Model FA Podcast ·

2021/11/23

Bob Doyle is an Executive Coach for and the CEO of Boundless Living. Over the past 20 years, Bob has been helping people work with the Law of Attraction and transform their lives. He is best known for his role as a Law of Attraction expert and coach in the movie, The Secret. Since 1998, Bob has taught the principles of personal transformation through programs, live events, podcasts, coaching, and writing. Though still grounded in the Law of Attraction, Bob’s focus has shifted from the metaphysical

53:19

Harnessing the Power of Storytelling for Effective...

Model FA Podcast ·

2021/11/16

Natalie Grassi is an Advisor Development Consultant at Simplicity Scottsdale, an organization that is revolutionizing the insurance industry. Natalie specializes in helping financial advisors reach their goals faster by guiding them in overcoming their challenges. She has created marketing plans for top performers and has coached hundreds of advisors on seminar best practices. Before joining Simplicity, Natalie worked as a Success Coach for Advisors with White Glove, a tech-enabled marketing

33:01

LinkedIn101 for Financial Advisors with Brendan Barca

Model FA Podcast ·

2021/11/09

Brendan Barca is a coach, speaker, and consultant specializing in helping financial advisors enter the digital age. Through his live workshops, webinars, and online courses, Brendan teaches financial advisors how to grow their businesses by modernizing their websites and embracing digital technology. In addition to his work as a consultant for financial advisors, Brendan is also Co-Founder of Brema Solutions, a firm dedicated to creating a more intentional, aware, and mindful world. Brendan joins me

30:14

Business Development and Prospecting Opportunities...

Model FA Podcast ·

2021/11/02

Scott Nelson is the founder and CEO of Thrive Medicare, a fee-only financial services firm dedicated to helping clients live happy, comfortable lives by guiding them reach their financial goals. After nearly two decades of supporting advisors and their clients through Thrive Wealth Strategies, Scott built Thrive Medicare as a platform that offers training, mentorship programs, direct client support, and referral networks to assist financial advisors in the United States. Scott joins me today to

56:17

The Fundamental 4: How Financial Advisors Can Grow...

Model FA Podcast ·

2021/10/26

Andrea Lopez-Schlapia is the founder and CEO of IronstoneHQ, an organization that helps financial advisory professionals design, develop, and sustain their businesses. After rising through the ranks of several global investment firms such as Dreyfus, Prudential, and Deutsche Bank, Andrea founded IronstoneHQ in 2008 to help financial advisors. She is the creator of IronstoneHQ’s Fundamental 4 scorecard and blueprint, a system she designed to help financial advisors grow purposefully, operate more

51:53

The Guide is Not the Hero: Financial Advisors and the...

Model FA Podcast ·

2021/10/19

Aaron Klein is the co-founder and CEO of Riskalyze, the organization that invented the Risk Number, empowering the world to invest fearlessly. Under Aaron’s leadership, Riskalyze has grown to serve thousands of financial advisors and has been recognized by Fast Company Magazine as one of the world’s top ten most innovative companies in finance. InvestmentNews has named Aaron one of the industry’s Top 40 Under 40 executives. In addition to his responsibilities at Riskalyze, Aaron actively performs

48:13

Refining Your Unique Value Proposition with Eric Clarke

Model FA Podcast ·

2021/10/12

Eric Clarke is the Founder and CEO of Orion Advisor Solutions, an organization that helps advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions. Eric is an advocate for fiduciary advisory professionals and has written several articles for InvestmentsNews and The Journal of Financial Planning. A highly-regarded thought leader in the industry, Eric has received various awards, including ThinkAdvisor’s IA25 in

58:40

The Predictable Growth Framework with Nick Bradley

Model FA Podcast ·

2021/10/05

Nick Bradley is the co-founder and director of The Fielding Group, a growth consultancy firm that helps founders and shareholders achieve freedom, accumulate wealth, and accelerate impact by improving business performance. Nick is a world-renowned business growth expert who works with entrepreneurs, business leaders, and investors on building high-value companies. Over the last decades, he has built, bought, and sold over 24 businesses with a combined valuation of $5.2 billion. Nick owns several

59:20

The Pillars of Relationship-Building with Luke Acree

Model FA Podcast ·

2021/09/28

Luke Acree is the President of ReminderMedia, a sales and marketing company that helps businesses generate leads, develop repeat clients, and capture referrals. Luke specializes in lead generation and has helped more than a hundred thousand entrepreneurs and small businesses grow their companies. Under Luke’s leadership, ReminderMedia has earned its place in Inc’s 5,000 List of Fastest-Growing Private Companies in America for four consecutive years. Luke is passionate about teaching the principles

49:49

New SEC Marketing & Ad Rules for Financial Advisors...

Model FA Podcast ·

2021/09/21

Will Bressman is the CEO of RIA in a Box, a leading provider of compliance and operations solutions for RIAs and investment advisors. RIA in a Box products are built by RIA advisors and developers and backed by a team of regulatory experts. Will graduated with a degree in History from Harvard University and completed his Master of Business Administration degree at the Stanford University Graduate School of Business. Before joining RIA in a Box in 2011, Will served in the digital media industry,

58:47

Proactive Financial Planning and Tax Advice with...

Model FA Podcast ·

2021/09/14

Kevin Lozer is the co-founder of Holistiplan, a tax planning software solution that helps financial advisors provide robust tax planning services to their clients. Kevin co-founded Holistiplan to help financial planners serve more clients that need comprehensive financial planning at all stages of life. In addition to his work with Holistiplan, he is also the founder and principal of his financial planning practice, Oakton Financial, and serves as a regional board member of the National Association

01:13:23

RIA Growth through Scalable Client Acquisition Models...

Model FA Podcast ·

2021/09/07

Ron Bullis is the Co-Founder and CEO of Lifeworks Advisors, a modern Registered Investment Advisor (RIA) and technology firm striving to push the boundaries of wealth management. Lifeworks Advisors disrupts outdated business models and delivers personalized solutions to clients and advisors through their modern software platform. After working as a Wealth Management Advisor for almost a decade with Northwestern Mutual, Ron co-founded Lifeworks to help people simplify their financial lives, live

57:58

Building Client Trust and Relationships with Jordan...

Model FA Podcast ·

2021/08/31

Jordan Montgomery is a performance coach, speaker, and the Founder and CEO of Montgomery Companies, a coaching and consulting organization. Jordan serves a diverse range of clients, including business executives from Fortune 500 companies, professional athletes, salespeople, and entrepreneurs. Jordan, a highly-regarded keynote speaker, has traveled the country and shared the stage with esteemed people such as NFL official Sarah Thomas, and best-selling author Ben Newman. In addition to his work as a

49:58

Richard Chen on Legal Matters to Consider Before...

Model FA Podcast ·

2021/08/24

Richard Chen is the Founder and Managing Partner of Richard L. Chen PLLC. Through his law firm, Richard provides practical legal advice to financial advisors, investment managers, and other financial institutions, helping them focus on serving their clients better. Richard completed his undergraduate degree in Government, with honors, at Harvard University and received his Juris Doctor degree from Harvard Law School. Richard is a person with blindness, but his visual disability only fuels his

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