On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized content to build authority and maintain client relationships. The conversation highlights the need for intentional marketing, such as scheduling follow-up meetings and providing value-added content to prospects and COIs. They stress the importance of simplicity in communication and the value of long-term, consistent efforts over quick fixes.

Join the most connected place for advisors online. Check out the Exchange and visit FA.Exchange In this episode:

Identify strengths to automate, delegate and hire for weaknesses

Scheduling natural follow-up meetings with prospects

The art of personalized monthly content for prospects

Gathering client feedback, adjust events and communications

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.

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Our Team:

President of Model FA, David DeCelle

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