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Model FA Podcast episodes
- Building Your Financial Brand Online with Nick Meyer and Nate HoskinIn episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and...1 hr 11 min
- Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor ScottoIn the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice,...43 min
About Model FA Podcast
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Thoughts and interviews from the financial advice industry!