PODCAST

Model FA Podcast

David DeCelle

Thoughts and interviews from the financial advice industry!

business marketing

All Episodes

01:01:01

Fundamentals of Talent Acquisition for Financial...

Model FA Podcast ·

2021/08/17

Eddy Ricci is a Founding Partner of The Pontem Group, a consulting firm and Lead-Advisor, a wealth management collective specializing in talent acquisition and leadership development. With more than 15 years in the industry, Eddy’s niche and expertise have evolved into delivering insights, leveraging time, and offering a creative perspective to wealth management firms and practices to guide them through the process of acquiring and developing talent. In addition to helping companies build their

58:19

Gary Zimmerman on Looking Out for Your Client’s...

Model FA Podcast ·

2021/08/10

Gary Zimmerman is Managing Partner at Six Trees Capital and Founder and CEO of MaxMyInterest, an automated online solution that helps investors earn more on their cash balances. Before founding MaxMyInterest amid the global financial crisis, Gary had been an investment banker for Citigroup, where he advised funds with more than $5 trillion in assets under management as Managing Director and Global Head of Strategic Solutions for Sovereign Wealth Funds. Gary completed his degree in Economics Magna

58:38

Charles Boinske on Fly Fishing and Investing in...

Model FA Podcast ·

2021/08/03

Charles (Chas) Boinske is a Wealth Manager and the Chief Visionary Officer of Modera Wealth Management, a company that provides thoughtful financial counsel to discerning individuals and organizations. Chas was co-founder of his own RIA, Independence Advisors, before he and his team joined Modera in 2021. As Wealth Manager at Modera, Chas helps clients develop financial plans, implement wealth management strategies, and manage investment portfolios. In his capacity as Chief Visionary Officer, Chas

01:03:17

Shannon Spotswood on Advocating and Supporting Women...

Model FA Podcast ·

2021/07/27

Shannon Spotswood is the President of RFG Advisory, a $2.7 billion platform committed to serving independent financial advisors with a warrior’s mindset and a servant’s heart. Passionate about Wall Street and the world of finance since she was 14, Shannon has spent more than two decades in the finance industry. She has served as a Portfolio Manager and Director of Long-Only Equity Strategies for Symphony Asset Management, as an Investment Banker for Volpe Brown Whelan & Co., and as a Research

32:13

Mark Maiocca on The Core7 Referral Methodology for...

Model FA Podcast ·

2021/07/20

Mark Maiocca is the Founder of the Core7 Networking Groups, an organization that helps real estate, mortgage, tax, and other financial professionals create exclusive networking groups to generate referrals and add value to their partners. He is the author of the Amazon best-selling book, The Core7 (formerly titled What’s Your Rate?) and the ebooks How to Create a Core7 Mastermind Group and Core7 Book of Scripts. Mark, who has been a mortgage originator for more than 20 years, has generated hundreds

42:25

Michael Cohen on Expanding Your Insurance Book of...

Model FA Podcast ·

2021/07/13

Michael Cohen is the Owner and President of the second-generation, family-owned and operated insurance wholesaler, The DBL Center. A one-stop back office support center for brokers & agents, the DBL Center specializes in temporary disability insurance and employee benefit plans with a special focus on temporary disability benefits in New Jersey and the Hawaiian Islands, as well as New York Disability. As President of DBL, Michael leverages his wealth of connections to provide white-glove service to

40:40

Jonathan Rogers & Nirav Batavia on FinTech, RIA...

Model FA Podcast ·

2021/07/06

Jonathan Rogers and Nirav Batavia are Co-Managing Partners of Forum Financial Management and Co-Directors of Forum’s Investment Committee. Forum is an organization of partners and advisors with a wealth of experience in portfolio management, insurance analysis, and planning for estate, retirement, and income tax. As Co-Managing Partner, Jonathan guides the executive team responsible for various areas, from advisor support to client services, and spearheads the firm’s growth by recruiting new

51:05

Allen Darby on Accelerating Growth through Partnerships

Model FA Podcast ·

2021/06/29

Allen Darby is the founder and CEO of Alaris Acquisitions, a buyer advisory service that helps wealth management firms navigate the complexities of the mergers & acquisition process. Before founding Alaris, Allen launched a firm that pioneered helping accounting organizations move into the wealth management business. In 1999, Allen sold that business to First Global Inc. and subsequently established a wealth management firm which he grew by completing nine mergers and acquisitions transactions. To

43:15

Will Richardson on Connecting with Clients Through...

Model FA Podcast ·

2021/06/22

Will Richardson is a 7-figure entrepreneur, business and sales mentor, and podcaster who has been a financial advisor since 2008. After graduating from the School of Business Administration at the University of Mississippi with a degree in Marketing, Will started his professional career selling knives for Cutco, an experience that landed him a job (and taught him how to work) in the financial services industry. Will hosts the Crusheration Podcast, where he shares the lessons he learned from his

27:12

Ben Newman on Building and Seizing the Prize Fighter Day

Model FA Podcast ·

2021/06/15

Best-selling author Ben Newman is a highly-regarded Performance and Mental Conditioning Coach. Ben has worked with a diverse range of clients, from Fortune 500 companies, business executives, entrepreneurs to professional athletes in sports leagues and organizations such as the NFL and NBA. In addition to his work as a coach, Ben is also a powerful and engaging storyteller whose service as a keynote speaker has gained international recognition. Ben has shared the stage with other renowned speakers

01:09:25

Chris Kerckhoff on Advocating Clients’ Financial...

Model FA Podcast ·

2021/06/08

Chris Kerckhoff is the CEO of Plancorp, a fee-only RIA firm. Chris first joined the company as an intern right out of college in 1997. Through hard work and a passion for ensuring the quality of their client experience, Chris advanced through the ranks over the years and was named President in 2010. The company has experienced tremendous growth under his watch, scaling from $1 billion to $5 billion in assets under management. Chris believes in helping people live their best lives and has led

53:17

Jonathan Pack on Humanizing Sales Conversations

Model FA Podcast ·

2021/06/01

Jonathan Pack is the Director of Strategic Partnerships and founder of the Partner Channel at Yext. Following his first job out of college selling knives door-to-door, Jon spent the next decade doing comedy at the Upright Citizens Brigade in New York while working on Comedy Central’s web development, video production, and comedy writing. In a moment of career malaise and creative fatigue, he decided to return to sales and joined Yext, which at the time was a tiny start-up where he sold over the

01:03:18

John Kennedy and Matthew Marcoux on Orchestrating the...

Model FA Podcast ·

2021/05/25

Matthew Marcoux and John Kennedy are the Co-Founders of CandorPath Financial and Certified Financial Planners. Matthew has been serving clients for the past 19 years and is an Enrolled Agent who specializes in tax planning and investment. John is driven by a passion to help others. While pursuing his education at the University of Central Florida, John decided he was going to align his passion and profession by immersing himself in the world of financial planning. In 2018, John and Matthew left

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Model FA Podcast

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