Model FA Podcast

Justin Fitzpatrick is the Co-founder and Chief Innovation Officer of Income Lab, the only provider of software for true, dynamic retirement income plans that help retirees adjust to evolving economic and market conditions. Justin has over 15 years of financial services experience, leading teams in advanced financial planning and portfolio strategy, managing the development of fintech tools, and designing and executing strategies to enter new markets. He served as the Head of Private Wealth and Trust of Jackson from 2008 to 2018, when he co-founded Income Lab. Prior to Jackson, Justin served for seven years in academia, teaching at Harvard University, the University of London, UCLA, and the Massachusetts Institute of Technology, where he also received his Ph.D. in Linguistics.   Justin joins me today to discuss retirement income planning and the superpowers of retirees. He explains why he transitioned to financial services and entrepreneurship after working in academia. He breaks down the most significant gap in retirement income planning and how that gap inspired the founding of Income Lab. He also outlines common reasons adjustments are made in a retirement income plan and discusses how the Income Lab software helps advisors provide clients with a realistic view of what retirement could look like.   “An advisor who can leverage retirees’ superpower to adjust will deliver so much more value and experience than presenting their clients with the idea that they’re either going to succeed or fail.” - Justin Fitzpatrick   This week on The Model FA Podcast:   Justin’s time in academia and his studies in linguistics The huge gap in retirement income planning How Income Lab helps advisors leverage retirees’ superpowers Reasons to make adjustments in a retirement plan How advisors can communicate the advantages of Income Lab tech to their clients How Income Lab simulates income risk in retirement Income Lab’s integration with other financial planning platforms and CRMs   Resources Mentioned:   Book: Man's Search for Meaning by Viktor Frankl   Our Favorite Quotes:   “Life happens for you—it’s up to you to determine why it’s happening, how you can shift your perspective, and how you can learn and grow from it.” - David DeCelle “Sometimes advisors have great experiences with clients; sometimes, not so much. But if you can stop, reflect, and learn, any scenario you find yourself in can be beneficial.” - David DeCelle “Just like in their working years, people In retirement will adjust as things develop—as they learn about what world they’re actually living through.” - Justin Fitzpatrick   Connect with Justin Fitzpatrick:   Income Lab Income Lab on LinkedIn Income Lab on Facebook Income Lab on Twitter Income Lab on YouTube Justin Fitzpatrick on LinkedIn   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.

Nic Nielsen is a certified financial planner and the Co-founder of Know My Plan, a firm that helps sales executives feel confident and reduce financial anxiety with a one-page financial plan. He is the author of Visual Finance, which shares illustrations of financial planning topics alongside corresponding QR codes to short videos that elaborate upon real-life financial planning applications. Before co-founding Know My Plan, Nic served as Vice President and Financial Advisor for SunTrust Investment Services. He was also a financial advisor for PNC, where he worked for over five years before joining SunTrust. Nic graduated from the University of Saint Francis with a Bachelor of Arts degree in Business Administration.   Nic joins me today to discuss the one-page financial plan, its contents, and its impact. He shares what made him transition to the world of finance after initially studying engineering in college and the inspiration behind the one-page financial plan. He explains what his clients think about the one-page financial plan and how content creation on LinkedIn transformed Know My Plan’s business. He also highlights how creating content shortens the sales process and underscores the power of simplifying financial plans.   “There’s no one way to do a financial plan. The best financial plan is the one that somebody can stick to and implement.” - Nic Nielsen   This week on The Model FA Podcast:   Nic’s background, how he learned about investing, and his beginnings in financial planning Why people transition to the independent financial advisory world The origins and content of the one-page financial plan How clients perceive the one-page financial plan The DIEM process and how creating content transformed Nic’s business The value of diversifying content and how often Nic posts on LinkedIn How many leads Nic would get in the early stages of creating content The power of networking on LinkedIn and why salespeople appreciate the one-page financial plan Breaking the feast/famine cycle and how creating content shortens the sales process   Resources Mentioned:   Book: Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink and Leif Babin   Our Favorite Quotes:   “Social media, when executed properly, can really be a Swiss army knife for prospecting, lead flow, adding value, and staying relevant in between your reviews with clients.” - David DeCelle “Salespeople are one of the biggest groups of people that will appreciate the simplicity of a one-page financial plan.” - David DeCelle “The beauty of marketing is that when you put out to the world what your process is, the people you attract self-select.” - Nic Nielsen   Connect with Nic Nielsen:   Know My Plan Email: nic@knowmyplan.com Book: Visual Finance Know My Plan on LinkedIn Nic Nielsen on LinkedIn   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.

Erica Pauly is a data storyteller for financial advisors and the Founder of Track That Advisor, a data analytics company that helps financial advisors bring clarity to company statistics. Before founding Track That Advisor, Erica worked as the Office Operations Manager and Marketing Director for GrowSecure Inc. Insurance and Financial Services and as the Marketing and Office Manager for the Layman Lewis Financial Group. As a data analyst and storyteller, Erica’s unique perspective and approach to data storytelling bring a fresh perspective and holistic view to financial advisory practices across the nation.    Erica joins me today to discuss the power of tracking various metrics in your financial advisory practice. She outlines the top activities financial advisors should track in their practice and shares her recommendations on costs-per-client, close rates, and average case sizes. She describes the data analytics and storytelling process and explains how Track That Advisor fills in the gap between data gathering and data analytics. She also debunks common misconceptions about data tracking and analytics and discusses the first steps financial advisors can take to start tracking their data.   “Advisors are salespeople, but owning an advisory practice means you need to put on a CEO hat—and that’s where good data and reporting can help.” - Erica Pauly   This week on The Model FA Podcast:   Erica’s background and her journey to data analytics and founding Track That Advisor Model FA’s energy audit and the power of making data-informed decisions Creating a constellation of data points and the top five activities or metrics to track in an advisory practice The value of tracking your practice’s close rate and average case size Erica’s recommended benchmark for costs-per-client and ROIs Why new financial advisors need to focus on referrals and building relationships with centers of influence Why ROIs could be a false summit Debunking myths around tracking metrics and data analytics Building the habit of tracking your business’s data and how much time it takes to track data daily   Resources Mentioned:   Book: Traction: Get a Grip on Your Business by Gino Wickman Book: What the Heck Is EOS?: A Complete Guide for Employees in Companies Running on EOS by Gino Wickman and Tom Bouwer Book: Run with the Horses: The Quest for Life at Its Best by Eugene H. Peterson   Our Favorite Quotes:   “Anything you can track and measure, you can manage and improve.” - David DeCelle “Regardless of your industry or experience, you’re not going to close 100% of the people you meet.” - David DeCelle “Data analytics shows the picture, but identifying the problems and taking action on them is where the gold is.” - Erica Pauly   Connect with Erica Pauly:   Track That Advisor Book: Tracking Your Trek: Looking Backward to Determine Your Forward Track That Advisor on LinkedIn Erica Pauly on LinkedIn Email: Hello@TrackThatAdvisor.com   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.

James Jurica is the Director of Advisor Development at Wealth Watch Advisors, a discretionary, fee-based money management firm committed to developing and implementing financial strategies to meet the personal goals of its clients. Within Wealth Watch Advisors, James founded Taggart Wealth Management, in which he serves as the Lead Financial Advisor. Before joining Wealth Watch Advisors, James worked as a development manager at New York Life Insurance Company, where he started his career in the financial services industry as an agent. James holds a Bachelor’s degree in Psychology from The University of Texas at San Antonio.   James joins me today to discuss how financial advisors can thrive in the independent space. He describes his transition from studying psychology in college to working in the financial services industry. He explains how he began his journey in the independent financial advisory space after working with New York Life Insurance Company. He also highlights the value of differentiating yourself as a financial advisor and offers advice to young people who want to work in the financial services industry after graduating from college.   “Seeing the unique ways you can work with your clients, as well as the solutions and planning opportunities in the RIA space, was extremely eye-opening; I knew it was going to be where I’d spend the rest of my career.” - James Jurica   This week on The Model FA Podcast:   James’ background and how he began his career in the financial services industry How having mentors helped James manage the struggles of starting a career in financial services Common issues and challenges new financial advisors face What encouraged James to explore the independent financial advisory space James’ advice to young people who want to get started in the independent financial advisory industry after studying in college His role as Director of Advisor Development at Wealth Watch Advisors and how it’s different from his previous experiences Building relationships and the value of staying relevant to your prospects’ lives James’ vision for the future of his financial advisory practice   Resources Mentioned:   Book: Blend Out: From Ordinary To Irresistible: How Advisors Can Market Like the Greatest Brands in the World by Robert Sofia Book: The Go-Giver: A Little Story About a Powerful Business Idea by John David Mann & Bob Burg Book: Think and Grow Rich by Napoleon Hill Book: The Latte Factor: Why You Don’t Have to be Rich to Live Rich by David Bach and John David Mann   Our Favorite Quotes:   “Having the appropriate mentors that can communicate their intentions for staying on top of you could be instrumental to people’s success.” - David DeCelle “Advisors who have been in the business for over 20 years are still learning; you’ve got to speed up your learning curve by having conversations with different types of personalities.” - David DeCelle “Ask for referrals and have your centers of influence. If you focus on building a database of names, marketing to and cultivating it for years, you may never need to prospect ever again.” - James Jurica   Connect with James Jurica:   Wealth Watch Advisors Wealth Watch Advisors on LinkedIn James Jurica on LinkedIn   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.

Natalie Wolfsen is the CEO of AssetMark, a WealthTech platform that empowers independent financial advisors to deliver impactful investor outcomes and grow their practices. As CEO of AssetMark, Natalie is focused on leading the company’s strategic vision, which encompasses its platform of curated investment and tech solutions, business consulting and operations support, and strategic acquisitions. Before joining AssetMark, Natalie served in several leadership roles, including Head of Marketing for First Eagle Investment Management and Head of Product Management and Development for Pershing. Natalie earned her Bachelor of Arts degree from the University of California, Berkeley, and her Master of Business Administration from UCLA’s Anderson School of Management.   Natalie joins me today to discuss how financial advisors can ensure that service is at the heart of everything they do in their practice. She explains how advisors can maintain deep and meaningful relationships with their clients during unstable market conditions. She outlines the different growth paths financial advisors can follow to take the next step in their careers and offers advice on being a senior leader in an organization. Natalie also describes the financial behaviors of different generations of investors and underscores why communication is essential to a financial advisor’s success.   “Service is a choice—you choose to invest in it, you choose to be client-focused, and you have to be investing and improving all the time. A client culture means a service culture” - Natalie Wolfsen   This week on The Model FA Podcast:   Natalie’s background and her journey to becoming the CEO of AssetMark How to thrive in a senior leadership role Why knowing a broad range of topics is essential to being a leader Finding career opportunities and how to not let fear get in the way How to help clients stay the course and reach their goals during a turbulent market environment AssetMark’s volatility toolkit The importance of communicating with clients during a bad market condition Specialization and other multiple growth paths for financial advisors How AssetMark is helping independent financial advisors thrive in a mass of players around them. Model FA’s Energy Audit and what a client-focused service model looks like The feedback marketing methodology and what it means to have a “client culture” Servicing the emerging generation of investors Understanding the fears and behaviors of different generations of investors   Resources Mentioned:   Book: Ego is the Enemy by Ryan Holiday Book: Who, Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan   Our Favorite Quotes:   “A lot of the problems advisors face could be solved by just being a good human.” - David DeCelle “Your business becomes more valuable if you’re working with multiple generations—especially with younger investors who are in the accumulation stage.” - David DeCelle “It feels great to be an expert in one thing; but it’s hard to take that to the next level, because you need to lead people and teams that do more than that, and your perspective needs to be a lot broader.” - Natalie Wolfsen   Connect with Natalia Wolfsen:   AssetMark AssetMark on LinkedIn AssetMark on Facebook AssetMark on Twitter Natalia Wolfsen on LinkedIn   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.

Blake Brewer is the founder of the Legacy Letter Challenge, which helps parents create a lasting legacy beyond finances for their children and partners with financial advisors to help them become trusted partners in their clients’ lives. Blake has created a 10-step online program in the Legacy Letter Challenge to help parents create well-written, meaningful, and lasting letters that their children will cherish. Before founding the Legacy Letter Challenge, he worked for over 12 years as a campus director for the non-profit, Student Mobilization. Blake holds a Bachelor’s degree in Accounting from the University of Arkansas.   Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors become trusted partners in their clients’ lives. He also highlights the importance of writing Legacy Letters and describes how it’s impacting parents and their children.   “We want to help our clients to have more than financial legacies. We want to help them pass down their virtues and invest in their children.” - Blake Brewer   This week on The Model FA Podcast:   Blake’s story and why he’s passionate about helping parents create legacies for their children The impact of having really good life insurance The value of having a trusted financial advisor in your life How the Legacy Letter Challenge has helped financial advisors How the Legacy Letter Challenge program works for families and their financial advisors The best time to give a Legacy Letter to children   Resources Mentioned:   Book: Take Back Your Family: From the Tyrants of Burnout, Busyness, Individualism, and the Nuclear Ideal by Jefferson Bethke   Our Favorite Quotes:   “Sometimes, I’m not the best with spoken words. I always buy a blank card and write, because it’s difficult to articulate at the moment—and you can articulate your message differently or better in writing.” - Davi DeCelle “The Legacy Letter’s impact on families is priceless and invaluable.” - David DeCelle “Your children will have decisions they’ll get through. You’ll want your words to influence them and have that deeper relationship—your words can provide the confidence they need to do well.” - Blake Brewer   Connect with Blake Brewer:   Legacy Letter Challenge Legacy Letter Challenge for Model FAs Legacy Letter Challenge on LinkedIn Legacy Letter Challenge on Instagram Legacy Letter Challenge on Facebook Blake Brewer on LinkedIn Blake Brewer on Instagram   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.

Michael Hanna is a certified financial planner, retirement income certified professional, and an accredited estate planner. He is also an investment adviser representative at Azura Wealth Advisers LLC, a company dedicated to helping clients navigate the real financial world. Michael graduated cum laude with a Bachelor of Arts in Politics and Philosophy from New York University, where he also completed his Master of Business Administration degree at the Stern School of Business. He is the author of the book, Get Your Money Right, which shares a roadmap and infrastructure—drawn from his personal experience—that can help create real and permanent wealth in readers’ lives.   Michael joins us today to discuss why financial advisors should build financial infrastructures for themselves. He explains the importance of keeping the right investing mindset during an economic downturn and keeping the end in mind when creating financial goals. He shares his thoughts on financial advisors sharing their personal financial plans and goals with their clients. Michael also highlights the value of celebrating your progress toward your financial goals and outlines the first steps advisors can take to keep their financial house in order.   “It’s important for financial advisors to care for their finances because it puts them in a position to lead by example. It’s hard to show somebody what to do with their money when you have not done it yourself with your own money.” - Michael Hanna   This week on The Model FA Podcast:   Michael’s background and how he realized the importance of having a strong financial infrastructure in business Why it’s important to continue making contributions to your 401k even during a market downturn What it means to begin with the end in mind when creating financial infrastructures Gamifying progress toward your financial goals Whether financial advisors seek other advisors when making financial plans How financial advisors can put themselves and their families in a better financial situation The first steps to take toward getting your financial house in order   Resources Mentioned:   Book: Kitchen Confidential: Adventures in the Culinary Underbelly by Anthony Bourdain   Our Favorite Quotes:   “Advisors should have an advisor. It’s always great to have a second pair of eyes, a sounding board, someone to support you or keep you on track if you’re slightly going off.” - Michael Hanna “Everyone’s a great investor when doing it in hindsight, but making changes based on emotions will bite you in the butt moving forward.” - David DeCelle “Clients can feel if you’re actually empathetic or if you’re blowing smoke to keep them contributing for your personal benefit.” - David DeCelle   Connect with Michael Hanna:   Azura Wealth Book: Get Your Money Right: An Insider’s Guide to Simplified Wealth Michael Hanna on LinkedIn Email: MHanna@AzuraWealth.com   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.

Dom Henderson is a coach, speaker, and certified financial planner. He is the founder of DJH Capital Management, a fee-only wealth management firm that focuses on helping individuals make bigger and better decisions with their money. He is also the founder of the Jumpstart Coaching Lab, a coaching firm that’s educating the next generation of financial professionals to serve the growing group of individuals seeking financial advice. In addition to his work at DJH Capital Management and Jumpstart Coaching Lab, Dom is the author of Assess, Address, & Adjust and the host of the Conversations for Financial Professionals podcast.   Dom joins us today to reveal the three pillars of success. He explains how video content has impacted his business and offers advice to financial advisors who are hesitant about creating content to support their business. He discusses why we need to have a framework to work with when pursuing success and why we have to fall in love with the process of becoming. Dom also highlights the importance of having a system to keep ourselves accountable and underscores the value of having people who continue to push us.   “Perspective, program, and process: you have to put those three things in place so you can have a successful journey to wherever you’re going.” - Dom Henderson   This week on The Model FA Podcast:   What inspired Dom to help individuals become better financial advisors How creating video content on YouTube has impacted Dom’s wealth management business The importance of having frameworks for success The value of perspective and changing our mindsets Why we need to let go of our need for retribution Finding a personal and professional program to be the best version of ourselves The importance of structuring a powerful morning routine The power of having accountability partners and telling others our goals   Resources Mentioned:   Book: The 12-Week Year: Get More Done in 12 Weeks than Others Do in 12 Months by Brian Moran and Michael Lennington Book: Never Split the Difference: Negotiating as if Your Life Dependent on It by Chriss Voss Book: Building a Second Brain: A Proven Method to Organize Your Digital Life and Unlock Your Creative Potential by Tiago Forte Book: Getting Things Done: The Art of Stress-Free Productivity by David Allen Book: The Traveler’s Gift by Andy Andrews   Our Favorite Quotes:   “Comparing someone’s chapter 10 to your chapter one prevents you from starting.” - David DeCelle “We operate best when we have some sort of structure in our lives, but sometimes you have to switch up the routines within that structure.” - David DeCelle “There’s this large portion of your hidden self that has unlimited potential that can be revealed not through introspection, but by lending yourself to accountability.” - Dom Henderson   Connect with Dom Henderson:   Dom Henderson Website DJH Capital Management Jumpstart Coaching Lab Podcast: Conversations for Financial Professionals Book: Assess, Address, and Adjust: A Practical Guide to Becoming Unstuck and Achieving Your Goals Dom Henderson on LinkedIn Dom Henderson on Instagram Dom Henderson on Facebook Dom Henderson on YouTube Dom Henderson on TikTok Email: info@djh-capital.com   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.

Cameo Roberson is a business coach and operations strategist who specializes in helping financial advisory firms avoid business management overwhelm, implement systems, and build high-performing six-figure practices. Throughout her career, Cameo has worked with leadership teams and managed over 100 client relationships. She is the founder of Atla Park Consulting, a business coaching and practice management agency that performs operational makeovers for financial advisory businesses.   Cameo joins me today to discuss the relationship between establishing a vision for your advisory firm and the success of your practice management. She describes her background and how she became passionate about improving business operations for RIAs. She explains why some advisors are not comfortable asking for referrals and shares how getting clear on ideal client avatars can help you get introductions. Cameo also highlights how advisors can look to other RIA firms for success inspiration and outlines tips on documenting standard operating procedures for your business.   “When considering practice management, look at your practice in different buckets: business strategy and planning, business development, operations optimization, technology, and people.” - Cameo Roberson   This week on The Model FA Podcast:   Cameo’s background and how she got started in the RIA industry Why building a clear vision for your firm is essential to creating a strong practice management Crafting a vision for your advisory firm and a roadmap to your business goals The components of a revenue roadmap The importance of being crystal clear on your ideal client avatars How to make your advisory business more efficient and autonomous Tackling large projects in your business and avoiding overwhelm Establishing and documenting standard operating procedures for your business What financial advisors should and shouldn’t automate in their advisory firms   Resources Mentioned:   Book: Rocket Fuel: The One Essential That Will Get You More of What You Want from Your Business by Gino Wickman Book: Traction: Get a Grip on Your Business by Gino Wickman App: Loom   Our Favorite Quotes:   “Whether you’re serving 12 families or 1,200 families, systems and processes are important.” - David DeCelle “People are quick to search for answers on how to run their businesses, but before you can even talk about practice management, you need to figure out what your vision is: what you’re building and why you’re building it.” - David DeCelle “Success leaves clues. You can always check to see what other firms are doing to be successful and use that as inspiration for your own firm.” - Cameo Roberson   Connect with Cameo Roberson:   Atlas Park Consulting Atlas Park Consulting on Facebook Atlas Park Consulting on LinkedIn Atlas Park Consulting on Instagram Cameo Roberson on LinkedIn   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.

Robert Sofia is the Co-founder, Chairman, and CEO of Snappy Kraken. This marketing automation advertising service helps financial advisers track marketing campaigns and various business processes to expand their market share. Robert's recent accomplishments include leading his team to win the Best Places to Work in FinTech Award and Best Overall Content Marketing Company for four straight years. He is also the author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World, which divulges marketing secrets meant to disrupt the status quo and get you noticed.    Robert joins me today to describe what Snappy Kraken is, its humble beginnings, and how they help financial advisers get their brands out there. He shares his extensive experience in sales and how he joined the financial industry. He explains why he isn't fond of curated content and the extent of the marketing Snappy Kraken provides per month. He discusses how they keep content fresh regardless of their output. Robert also shares a list of books he likes to read and go back to—especially The Great CEO Within.   "If you saturate your audience with exposure to your brand, you become omnipresent." - Robert Sofia   This week on The Model FA Podcast:   Robert's extensive experience in sales, including selling copy machines How Robert joined the financial industry Where Snappy Kraken started and the services they offer How data gives them a significant advantage over the competition Why Robert doesn't believe in curating content The types of campaigns and topics they make every month How they keep their articles and marketing fresh and timeless Other forms of marketing outside of digital Expanding the content of Robert's book, Blend Out How to create omnipresence in marketing Why Robert likes reading The Great CEO Within   Resources Mentioned:   Book: The Coaching Habit: Say Less, Ask More & Change the Way You Lead Forever by Michael Bungay Stanier Book: The Great CEO Within: The Tactical Guide to Company Building by Matt Mochary, Alex MacCaw, and Misha Talavera Book: Three Feet From Gold: Turn Your Obstacles Into Opportunities (Think and Grow Rich Series) by Sharon L. Lechter and Greg S. Reid Book: Crushing It!: How Great Entrepreneurs Build Their Business and Influence-and How You Can, Too by Gary Vaynerchuk   Our Favorite Quotes:   "You can do all the marketing you want, but if you don't have a good brand or website, visitors are going to bounce." - Robert Sofia "Advisors should still create their own content." - David DeCelle "If someone's going on social media, they're going there to consume content." - David DeCelle   Connect with Robert Sofia:   Robert Sofia Website Snappy Kraken Book: BLEND OUT Snappy Kraken on YouTube Robert Sofia on Twitter Robert Sofia on LinkedIn   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.