Model FA Podcast

Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods


Listen Later

David DeCelle interviews Steven Woods, CEO of Sterling Shire, about his journey and the firm's innovative approach to the financial industry. Steven shares his background, including dropping out of high school, joining Wall Street, and founding Sterling Shire. The firm aims to revolutionize the industry by offering advisors a 100% payout model, eliminating back-end revenue streams, and automating compliance processes. Woods highlights the "advice on demand" model, where clients pay only for successful recommendations.

In This Episode: 0:00 - Introduction 0:04 - Guest Background 5:00 - Wall Street Beginnings 10:25 - Industry Problems & Opportunities 17:50 - Unique Client Engagement Model 26:09 - Building a World-Class Leadership Team 28:12 - Impact of "Moneyball" Book

Connect with Steven: Website: sterlingshire.com Email: Available on website #FinancialServices #Investing #WealthManagement #Entrepreneurship

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.

...more
View all episodesView all episodes
Download on the App Store

Model FA PodcastBy David DeCelle

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

47 ratings


More shows like Model FA Podcast

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,227 Listeners

Founders by David Senra

Founders

2,133 Listeners

WSJ Minute Briefing by The Wall Street Journal

WSJ Minute Briefing

674 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,987 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,023 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,038 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,115 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,303 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,956 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

111 Listeners

Top Advisor Podcast by Bill Cates

Top Advisor Podcast

38 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

987 Listeners