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: [email protected]

Connect with Graham:

• Website: https://www.fa.exchange

• Email: [email protected]

• 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.

In this episode, David DeCelle, CEO of ModelFA, sits down with Jason Mirabella, founder of Deliver Advice. Jason shares his 25-year career journey in the financial services industry, discussing his transition to the RIA space and his experience as Chief Platform Officer and COO at WealthSource Partners, a $2.1-2.3 billion RIA. He explains the importance of moving from an advisor-centric mindset to an enterprise mindset when building scalable advisory firms.

Jason introduces the "blocks" methodology of Deliver Advice, which focuses on nine key areas of an enterprise-level business, including strategy, platform, client experience, and culture. He emphasizes the need for a shared philosophy and framework to create cohesive outcomes for firms.

The conversation also covers the challenges of organic growth and M&A in the industry, including the concept of "Franken Firms" and the risks associated with advisor-dependent businesses. Jason provides actionable steps for larger firms to address these issues, such as focusing on strategic planning and alignment.

Key Takeaways:

Jason's career journey and evolution from an analyst to an enterprise-level consultant

The importance of moving from an advisor-centric to an enterprise mindset

Deliver Advice's "blocks" methodology for building scalable advisory firms

Addressing the challenges of organic growth and M&A in the industry

Actionable steps for larger firms to improve organizational health and culture

Connect with Jason:

• Website: https://www.DeliverAdvice.com

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/in/jasonmirabella/

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, host David DeCelle sits down with David Newson, the founder and CEO of XNW Digital, to explore his remarkable journey into the financial planning industry. From his unexpected start in the shoe department at Nordstrom to his foray into the world of behavioral healthcare, Newson's path has been anything but conventional.

Key Moments:

• 0:01:49 - Newson's journey from Nordstrom to the financial planning industry

• 0:10:00 - Newson's experiences in the behavioral healthcare space and the personal challenges he faced

• 0:25:00 - Newson's insights on the importance of professional marketing language in the financial industry

• 0:32:38 - Newson's approach to evaluating a firm's marketing team and their ability to handle leads

• 0:49:03 - Newson's recommendation of the book "The Creative Act" by Rick Rubin and its impact on his understanding of creativity

Tune in to hear Newson's unique perspective on the intersection of marketing, compliance, and growth in the financial planning industry. This episode is a must-listen for any firm looking to elevate their marketing efforts and drive sustainable growth.

Connect with David:

Email: [email protected]Website: https://xnwdigital.com LinkedIn: https://www.linkedin.com/in/newson/

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 exciting episode of the Model FA Podcast, co-founders David DeCelle, Graham Gardner, and Dan Allison share fresh insights and actionable strategies straight from their thriving membership platform, The Exchange. Each month, they highlight key posts, discussions, and breakthroughs from within the community that offer high-value advice to financial advisors looking to grow and scale their practices. This episode is no exception as they dive deep into topics that matter most to advisors: refining your client segmentation process, the art of building a second-chair advisor role, and actionable tips for reaching your 2025 business goals. Whether you're looking to streamline your client experience, automate key areas of your business, or sharpen your marketing strategies, this episode offers a treasure trove of ideas and tools to help you elevate your practice. Get ready for a fun, insightful, and engaging conversation packed with practical takeaways you won't want to miss!

1. Client Segmentation with Adam Swerdlow

   • Adam's new approach to client segmentation goes beyond just revenue. He uses a point system considering revenue, referral potential, wealth trajectory, service time, and client engagement. This method helps identify A, B, and C clients based on both qualitative and quantitative factors.

   • If you're a member of the Exchange, search for "Client Segmentation" by Adam Swerdlow for more details and a downloadable Google doc.

   • Key Takeaway: Evaluate your clients holistically—not just by the revenue they generate, but by their potential to refer new business and the energy they bring to your practice.

2. Hiring a Second Chair Advisor

   • A second-chair advisor can help advisors offload lower-value clients while maintaining service to your top-tier clients. This approach can help you scale your practice without losing relationships or revenue.

   • Key Takeaway: Hiring a second chair advisor early on can make transitions smoother as you prepare to step back from day-to-day operations. It's a long-term play that ensures business continuity and client satisfaction.

3. Michael Kitsis and the Power of Referral Strategies

   • Paul McManus helps advisors become authors. He was recently featured on Michael Kitsis' podcast, and his calendar is already full for January.

   • For advisors thinking about authoring a book, Paul's services can help bring your ideas to life and make you a bestseller.

   • Key Takeaway: Networking with industry influencers, like Michael Kitsis, can significantly elevate your business and exposure.

4. Automation and Operational Efficiency

   • Ariel from Sphinx Automation and Jason Mirabella from Deliver Advice are contributing new courses and monthly calls on improving operational efficiency and automating business functions.

   • Key Takeaway: Efficient automation can save valuable time and allow advisors to focus on high-impact activities.

5. Google Reviews and Testimonial Strategies

   • Building and systematizing a Google review program is crucial for advisors looking to enhance their online presence. Michael Kitsis discusses this in his podcast.

   • Key Takeaway: Set up automation for requesting reviews, integrate them into your CRM, and ensure you aren't bombarding clients who've already given a review.

6. January Webinar on Google Reviews

   • Save the Date: On January 23rd, at 12 PM ET, join David DeCelle and Andrew Johnson for a webinar on how to leverage testimonials and Google reviews for your practice. Register here (available before the event).

7. VIP Mastermind and Member Highlights

   • Congrats to Melody Brady, Joe Moss, and David Daley for reaching Level 6 in the Exchange. These members will participate in the first VIP mastermind, where Dan, Graham, and David will help them refine their business strategies.

   • Key Takeaway: Engaging and contributing to the community can unlock opportunities for deeper business development through personal coaching.

8. Setting Strategic Goals for 2025

   • Graham shares a framework for setting strategic goals for 2025 using the SMART methodology (Specific, Measurable, Attainable, Repeatable, Time-bound).

   • Key Takeaway: Focus on 1-3 key goals for each area of your business, then work backwards to develop tactics that will move the needle. Avoid getting caught up in tactical noise.

9. Sports Moment

   • Graham shares his excitement about his Washington Commanders making the playoffs, and David (with his Tampa Bay background) provides a humorous take on sports fandom.

• Join The Exchange: skool.com/exchange

• Webinar Registration (January 23rd, 12 PM ET): Register here

Tune in for more valuable content like this each month on the Model FA Podcast!

Connect with Dan:

• Website: https://www.fa.exchange

• Email: [email protected]

Connect with Graham:

• Website: https://www.fa.exchange

• Email: [email protected]

• 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.

In this episode of the ModelFA Podcast, David DeCelle is rejoined by Kristin Harad, a business and marketing coach for RIA leaders and independent financial advisors. Kristin shares tactical advice on content creation, leveraging LinkedIn, improving prospect follow-up, and enhancing client engagement to drive referrals.

Key Moments:

[1:37] Kristin emphasizes the importance of content marketing as the foundation of an advisor's marketing plan.

[2:55] Kristin and David discuss the various content mediums advisors can utilize and the importance of finding a sustainable approach.

[6:12] Kristin provides tips on optimizing a LinkedIn profile, including the headshot, background photo, and headline.

[15:45] David and Kristin explore strategies for effective prospect follow-up, including providing value-added content and using specific language to encourage responses.

[33:39] Kristin recommends the book "All It Takes Is a Goal" by John Acuff and shares how it has impacted her approach to goal-setting.

Be sure to subscribe to the ModelFA Podcast for more insights and strategies to help grow your financial planning practice.

Connect with Kristin:

• Website: https://fulladvisorcoaching.com

• Email: [email protected]

• LinkedIn: https://linkedin.com/in/kristinharad

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 we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the right platform. Gerry highlights the value of the Certified Exit Planning Advisor (CEPA) designation and the success of their team, which now manages $875 million in assets. They also explore the complexities of helping business owners plan for life after their companies, including succession planning and leveraging ESOPs. In this episode:

0:01:10 Gerry Spitzer's career journey - Started in accounting, moved to computer sales, then joined Merrill Lynch training program despite high failure rate. Formed a long-term partnership with a colleague from the training program.

0:04:49 Transitioning to independence - Discussed benefits and challenges of working at large brokerages vs. the independent space. Emphasized the importance of due diligence when choosing an independent platform.

0:13:14 Building a team and client base - Described current business with 7 team members and $875M in assets. Serve a mix of clients including business owners, corporate executives, and those inheriting wealth.

0:15:26 Challenges and opportunities in exit planning - Highlighted importance of succession planning for business owners. Shared examples of different exit planning approaches like ESOP transactions.

0:25:23 Navigating the transition process - Discussed resistance from business owners and strategies to overcome it, including building a strong professional team.

0:35:39 Impact of exit planning on clients - Emphasized the referrals and positive outcomes from successful exit planning engagements. Importance of educating centers of influence.

0:39:11 Final thoughts and future goals - Excited about the independent space and opportunities to continue serving high-quality clients.

Connect with Gerry:

• Website: www.questarcap.com

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/

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 ModelFA podcast, host David DeCelle sits down with Ritik Malhotra, the founder and CEO of Savvy Wealth. Ritik shares his impressive entrepreneurial journey, from building internet businesses as a teenager to founding successful startups in cloud storage and fintech.

The conversation digs into Ritik's inspiration behind starting Savvy Wealth - his experience working with financial advisors and identifying the industry's need for modernization and technology-driven solutions. Ritik explains how Savvy Wealth's purpose-built AI-powered platform is empowering advisors to increase efficiency, scale their businesses, and spend more time focused on client relationships.

Key insights from the discussion include:

How AI is currently impacting the financial advisory industry, from automating compliance and marketing tasks to freeing up advisor time

Examples of advisors seeing 50% time savings on quarterly reviews and 80% reductions in content creation time

Ritik's emphasis on using AI to augment advisors, not replace them, and the importance of the human advisor-client relationship

Savvy Wealth's approach to constantly gathering feedback from advisors to improve their platform and address pain points

Ritik also shares the influential book "Founders at Work" by Jessica Livingston, which inspired him in his entrepreneurial journey.

This episode provides valuable insights for financial advisors looking to leverage technology and AI to enhance their practices and better serve their clients. Be sure to visit Savvy Wealth's website and follow them on LinkedIn to learn more about their innovative solutions.

Connect with Ritik:

• Website: https://www.savvywealth.com

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/in/ritikmalhotra/

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.

What does a pilot's license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They're all part of Jonathan Musgrave's remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his unconventional career path and how it shaped his approach to helping financial advisors thrive. Check out these key moments: 0:01:25 - Jonathan describes his goal out of college as becoming "unemployable"

0:02:25 - Early ambition to become a pilot and get his pilot's license at age 16

0:03:25 - Jonathan shifts to journalism after the pilot market becomes flooded post-9/11

0:04:25 - First job out of college was at a wholesale company as their marketing director

0:07:25 - His transition from print to digital marketing and starting Steep Digital in 2017

0:10:25 - Challenges and lessons learned from his wholesale business experience

0:14:25 - How COVID-19 led to a shift from live events to webinars for Steep Digital

0:19:25 - The "Psychology of Retirement" film and its success in attracting audiences

0:27:25 - Effective call to action used at the film events

0:34:25 - Impact of Cameron Herold's book "Vivid Vision" on his approach to leadership and vision setting

0:41:25 - Jonathan provides information on how to connect with Steep Digital and get a free copy of the film Connect with Jonathan:

• Website: https://www.steepdigital.com

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/company/steep-digital-marketing

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, Christopher Tan, CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial services. Despite initial industry resistance, Providend has grown to manage over $1 billion for 900 households, with a team of 55. Tan emphasized the importance of aligning financial advice with clients' life goals and credited the "hedgehog concept" from Jim Collins' "Good to Great" for guiding Providend's strategy.

Check out these key moments:

0:02:06 Christopher Tan introduces himself as the CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm.

0:07:13 Christopher discusses how his time in the army instilled confidence, discipline, and a sense of pride in his work that he carried into his business career.

0:14:31 He shares how a client's feedback made him realize he was selling products rather than providing true financial planning advice, leading him to leave the insurance industry.

0:22:42 Christopher recounts the initial industry backlash and personal attacks he faced when launching Providend's fee-only model, including threatening letters.

0:40:02 Christopher emphasizes Providend's focus on helping clients achieve their life goals, not just managing their money, as a key driver of the firm's success.

0:51:40 Christopher explains how the "hedgehog concept" from the book "Good to Great" has shaped Providend's corporate strategy and mission.

Connect with Christopher:

• Website: https://www.providend.com

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/in/christopher-tan-19336a/

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 sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News.

Abby discusses her transition into growing large RIA firms like Fusion Advisor Network and Hightower Advisors, and the key lessons she's learned about advisor growth and operational efficiency.

Check out these key moments:

0:06:35 Abby's early career path and how she "happenstanced" into financial services

0:12:35 Abby's move from publishing into the custodial side at TD Waterhouse

0:15:35 Abby's experience growing Fusion Advisor Network, Private Advisor Group, and Hightower

0:24:04 Abby's approach to helping advisors identify where they spend their time and energy

0:31:07 Abby's focus on culture and selectivity in who RFG brings onto their platform

0:36:32 How RFG balances automated content with custom, advisor-branded content

This episode is full of insights for any financial advisor looking to grow their practice in a sustainable way. Tune in to hear Abby's unique perspective from her diverse background in the industry.

Connect with Abby:

• Website: https://www.rfgadvisory.com

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/in/abbysalameh/

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 Exchange on Skool.com to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.