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

 

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