In this episode, David DeCelle, the CEO of ModelFA, sits down with Rick Burgess, from Forms Logic. Rick shares his unique journey, from his time in the Marines to his experiences as a financial advisor, wholesaler, and serial entrepreneur. 

 

Rick explains how Forms Logic, a data company that is revolutionizing the way the financial industry handles paperwork and data management. He provides insights into the challenges and inefficiencies in the industry, and how their platform is helping advisors, RIAs, and firms streamline their processes.

 

Key Takeaways:

 

• Rick's unconventional career path and how it shaped his entrepreneurial mindset

• The importance of data-driven solutions in the financial industry

• Practical use cases of Forms Logic's platform for advisors, RIAs, and firms of all sizes

• Strategies for handling acquisitions and mergers efficiently using technology

• Rick's love for Stephen King's "It" and how it helps him unplug from the technical aspects of his work

This episode is a must-listen for anyone in the financial industry looking to improve their data management, streamline their operations, and stay ahead of the curve.

Connect with Rick:

 

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

• Email: [email protected]

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

 

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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