The Model FA
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Website:
https://brewerconsulting.co/
Building Your Financial Brand Online with Nick Meyer and Nate Hoskin
Duración:01:10:55
Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto
Duración:00:42:39
The Power of Thoughtful Client Connections with Kristin Harad
Duración:00:46:16
Investing in People: Valuing Relationships Over Returns with Tyson Ray
Duración:00:55:39
Cultivating the Right Mindset and Character with Eric Negron
Duración:00:55:29
Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss
Duración:00:39:52
Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi
Duración:00:50:52
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson
Duración:00:52:36
Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast
Duración:01:07:34
Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen Luke
Duración:00:52:33
The 4 Pillars of Advice Engagement That Will Transform Your Client Interactions with Michael Lecours
Duración:00:58:19
Living a Well-Rounded Life: How Structure Can Scale Your Business with Josh Kosnick
Duración:01:07:19
Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Brock
Duración:00:45:54
Stop Solving Math Problems and Start Solving Human Problems with Tara Tussing Unverzagt
Duración:01:04:01
Modernizing Your Practice with Abby Morton
Duración:00:41:21
Maximizing Freedom and Minimizing Scrutiny with Michelle Atlas-Quinn
Duración:00:31:40
Positioning Yourself with Focus and Purpose with Mark Willis
Duración:00:45:30
From Masterminds to Podcast: Showing Authenticity with Eric Brotman
Duración:00:52:19
Exploring Bitcoin & Traditional Finance with Trent and Isaiah
Duración:00:58:02
The Future of Financial Advisory: AI, Automation, and Growth Strategies with Daleele Alison
Duración:00:33:09