Model FA Podcast

Check it out! Host David DeCelle interviews Craig Butler, Chief Growth Officer at Tru Independence, about business development and sales strategies. Tru Independence, which recently merged with Sanctuary Wealth, manages $45 billion in assets with 120 advisors. Craig emphasizes the importance of differentiating in a crowded market, offering comprehensive business services including compliance, marketing, and technology support. He highlights the need for advisors to transition from practices to businesses, suggesting tools like EOS and business valuations to assess and improve operations. Craig also recommends Donald Miller's "Building a StoryBrand" for effective client engagement.   Connect with Craig:   Website: https://www.tru-ind.com/ LinkedIn: https://www.linkedin.com/company/tru-independence/   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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of the Model FA podcast, David DeCelle, CEO of ModelFA, interviews Jonathan Foster, President and CEO of Angeles Wealth Management, a national wealth management firm serving ultra-high-net-worth families. Angeles Wealth Management has grown from $250 million in 2017 to $2 billion in 2022. Jonathan shares his journey from Institutional Equity sales trader to founding his own firm and later joining Angeles. He discusses their unique business model, which aligns interests with clients by charging performance fees for alternative investments, leading to a 50% revenue increase in 2024. Jonathan emphasizes the importance of client selection, education, and legacy planning in their client experience.   Connect with Jonathan:   Website: https://www.angelesinvestments.com/private-wealth LinkedIn: https://www.linkedin.com/in/jonathanrfoster,https://www.linkedin.com/company/angeles-investments/   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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Buckle up Model FAs! In this episode David sits down with Phil Weiss to discuss the critical importance of talking to your clients about Life Planning. Phil shares his 3 favorite questions that will change your life as he and David discuss discovering your potential and the nuances of financial planning from overcoming college debt to planning for financial freedom through the late stages of life. Connect with Phil: Email: philweiss@apprisewealth.com Website: https://apprisewealth.com/ LinkedIn: https://www.linkedin.com/in/philip-weiss/ 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.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

In this episode, David is joined by Gary Sirak is an experienced financial advisor who has been in the industry for 45 years. He wrote a book called "How to Retire and Not Die" based on his experiences seeing clients struggle with retirement. The key themes of the book are purpose, passion, and having a plan for retirement. Gary emphasizes the importance of retirees finding meaningful activities and not just sitting around, as that can lead to health issues. He shares examples of clients who have thrived in retirement by staying active and engaged. In this episode: Having a plan for retirement is crucial - retirees need to have purpose, passion, and a plan, not just sit around. Transitioning to retirement gradually by working part-time can help people adjust and figure out their new routine. Staying engaged, whether through travel, volunteering, or other hobbies, helps retirees avoid withering away. Spouses need to be on the same page about retirement plans and activities to avoid conflicts. Connect with Gary: Website: https://garysirak.com/contact-us/ 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.   Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.   Our Team: President of Model FA, David DeCelle  If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this week's episode of the Model FA Podcast, David DeCelle interviews Joe Jordan, a renowned behavioral finance expert and author of "Living a Life of Significance," which has sold over 150,000 copies in five languages. Joe shares his journey from starting in financial services while still in college to his modern day roles and ventures. He emphasizes the importance of purpose-driven retirement planning, highlighting the need for financial advisors to evolve into life wealth coaches. Joe discusses the impact of technology, regulation, and demographics on the industry and stresses the necessity of human connection in financial services. He also touches on the global population decline and its implications for economic growth. In this episode: Introduction to Joe Jordan's background and achievements in financial services Joe's journey from college into various industry roles, and insights on the evolution of the business The importance of "retiring towards something" and helping clients plan for their "third act" The role of AI in enhancing advisor efficiency to focus on more human-centric client relationships Overcoming the fear of rejection through processes, prospecting, and building confidence Demographic shifts and their impact on the future of financial services 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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of the Model FA podcast, David DeCelle is joined by Paul McManus, a best-selling author and financial services expert, about the benefits of writing short books for financial advisors. Paul explains that writing a book helps advisors position themselves as educators rather than salespeople, shortening sales cycles and building trust. He describes a six-week process for creating short books, emphasizing the importance of storytelling and focusing on the target audience's problems and solutions. They also discuss the cost-effective benefits of publishing on Amazon, including the ability to print on demand and achieve bestseller status through strategic promotions.   Connect with Paul McManus:   Email: paul@moreclientsmorefun.com Website: https://www.theshortbookformula.com/ LinkedIn: https://www.linkedin.com/in/paulgmcmanus/ 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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

In this episode of the Model FA podcast, David DeCelle is joined by Angela York and Elyse Stoner, co-founders of Event Advisors, to explore the art of creating unique and memorable events that not only drive business but also help deepen relationships. They share their expert insights on how events can be leveraged as powerful tools for growth, connection, and brand-building. Whether you're looking to enhance your business or foster stronger connections with clients and partners, this conversation is packed with actionable ideas and strategies. Tune in for valuable tips and inspiration! Check out these resources: Client Insight Questions for Event Success - https://subscribepage.io/DnBmvA Website - www.event-advisors.net Email - hello@event-advisors.net LinkedIn  - https://www.linkedin.com/company/event-advisors1/?viewAsMember=true The Power of Moments: Why Certain Experiences Have Extraordinary Impact by Chip and Dan Heath - https://www.amazon.com/Power-Moments-Certain-Experiences-Extraordinary/dp/1501147765/ref=sr_1_1?dib=eyJ2IjoiMSJ9.y3676Wa5g9vwLyoJWzPwKyBeigKSR05uGHQyUbWahPfYWVqKwSAYiZ9GUKNrj2JVYi31dhO410Tsp5wo5ConcggW6Tydc9dnRqwt-uRgPYFAvqUcxdiOhCReYlxkpwnm_My5VtIbCquhukJA64FyaFxxh5iEmbCpm2JCidNvxSxPwYrFOSV6kpTBKEMAU1JIZs12lXM32MHIDnqrymMNl2sdQdx0HN4NaVxQZxezp_Y.eQda5kZxjAyU5javYOtxfZK_Ap6BdNvbBul2_Qcj9CY&dib_tag=se&hvadid=241605057005&hvdev=c&hvlocphy=9031537&hvnetw=g&hvqmt=e&hvrand=6803604307846816881&hvtargid=kwd-325068544030&hydadcr=20338_10163971&keywords=power+of+moments&qid=1738270511&sr=8-1 Connect with Angela York: Website: https://www.Event-Advisors.net LinkedIn: https://www.linkedin.com/in/angelayork/ Connect with Elyse: Website: https://www.Event-Advisors.net LinkedIn: https://www.linkedin.com/in/elyse-adler-stoner/  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.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

In this episode, David DeCelle, the CEO of ModelFA, sits down with Rick Burgess, from Forms Logic. Rick shares his unique journey, from his time in the Marines to his experiences as a financial advisor, wholesaler, and serial entrepreneur.    Rick explains how Forms Logic, a data company that is revolutionizing the way the financial industry handles paperwork and data management. He provides insights into the challenges and inefficiencies in the industry, and how their platform is helping advisors, RIAs, and firms streamline their processes.   Key Takeaways:   Rick's unconventional career path and how it shaped his entrepreneurial mindset The importance of data-driven solutions in the financial industry Practical use cases of Forms Logic's platform for advisors, RIAs, and firms of all sizes Strategies for handling acquisitions and mergers efficiently using technology Rick's love for Stephen King's "It" and how it helps him unplug from the technical aspects of his work This episode is a must-listen for anyone in the financial industry looking to improve their data management, streamline their operations, and stay ahead of the curve. Connect with Rick:   Website: https://www.formslogic.com/ Email: rick@primestc.com LinkedIn: https://www.linkedin.com/in/itsalive/   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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

This month’s special episode of the Model FA podcast is another edition of the DDG - where David, Dan and Graham come together to mind meld about the Exchange (skool.com/exchange) and this month’s episode is all about business development, emphasizing the importance of authenticity and relationship building in client interactions. The conversation also touches on technical difficulties faced during the podcast, team dynamics, and the significance of engaging conversations in a business context. The hosts share insights on how to effectively build trust and likability with clients while maintaining those relationships over time. In this conversation, the speakers delve into the importance of effective communication, networking, and the human element in business relationships. They discuss strategies for building rapport, leveraging referrals, and maintaining a personal touch in an increasingly digital world. We emphasize the significance of confidence and genuine curiosity in fostering meaningful connections and driving business growth.   Key Takeaways:   Authenticity is key in business development efforts. Building relationships requires intentional conversations. Technical difficulties can impact team dynamics during meetings. Engaging conversations are essential for client relationships. Collecting client reviews is crucial for business success. Trust is easier to gain than to maintain in relationships. A real person behind business efforts makes a difference. Challenging ideas in discussions can enhance podcast quality. Effective communication skills are vital for networking. People enjoy talking about themselves, which can enhance networking. Being genuinely interested in others makes you more likable. Identifying key individuals before networking events can lead to meaningful connections. Asking questions and being curious can lead to reciprocal conversations. Referrals are strengthened by reinforcing positive experiences with clients. The human element is crucial in a world leaning towards automation. Personalized communication can significantly improve client relationships. Confidence is built through consistent actions and small promises kept. Effective networking requires a focus on building relationships, not just seeking prospects. Maintaining a human touch in marketing can differentiate you from competitors. Connect with Dan:   Website: https://www.fa.exchange Email: dallison@bchlife.com   Connect with Graham:   Website: https://www.fa.exchange Email: graham@modelfa.com LinkedIn: https://www.linkedin.com/in/theonlinemarketer/   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.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.