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 two years. Amir emphasizes the importance of building personal connections and providing genuine financial advice. He discusses his pricing strategy, which evolved from a subscription to a payment plan, and his approach to client acquisition, including networking and public speaking. Amir also highlights the importance of specialization in the financial industry.

In this episode:

Amir Noor's early career starting at 16 in the financial industry
Transitioning from commission-based to fee-only financial planning
Amir's subscription-based business model and client acquisition strategies
The importance of building personal connections and being authentic in networking
Amir's approach to pricing and service model for clients
Selective referrals and vetting professional relationships
Amir's perspective on the different types of financial advisors and the impact of "Rich Dad, Poor Dad"

Connect with Amir:

Email: amir@unitedfpg.com
LinkedIn: https://www.linkedin.com/in/amirnoor/

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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