In this episode, David DeCelle, CEO of ModelFA, sits down with Matthew Awai of Advisor Tech Partners to explore how financial advisors can streamline operations, automate tasks, and reclaim valuable time in their business. Matthew shares his journey from working at a broker-dealer to co-founding Advisor Tech Partners, and dives into real-world automation examples that are saving firms up to 10 hours per week—just in scheduling. Whether you're a solo advisor or part of an enterprise team, this conversation offers insights into tools like Zapier, Wealthbox, and AI agents that can modernize your firm’s workflows.

 

 

🧠 Key Topics Covered

• Matthew's path from broker-dealer to tech entrepreneur

• Common operational challenges for solo and enterprise advisors

• Automation solutions using CRM tools and Zapier

• Real examples: follow-up emails, workflow triggers, and data syncs

• The role of AI agents and SOPs in scaling a firm

• Why documenting processes is crucial for growth

• Tools discussed: Wealthbox, Zapier, scribe.how, AI workflows

 

 

✅ Action Items

• 🔗 Check out Advisor Tech Partners’ YouTube Channel for tutorials and automation tips

• 📅 Book a discovery call with Advisor Tech Partners to explore how automation can help your firm

• 📘 Read The E-Myth by Michael Gerber to better understand the value of systems and delegation

• ✍️ Try scribe.how to start documenting your SOPs automatically

 

Connect with Matthew:

 

• Email: [email protected]

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

• LinkedIn: https://www.linkedin.com/in/matthew-awai/

 

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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