معلومات عن هذا البودكاست 🔗
Thoughts and interviews from the financial advice industry!
المضيفون:
تردد التحديث:
every 19 days
متوسط طول الصوت:
45 minutes
مقابلات الضيوف
لديها رعاة
الإنجليزية
الولايات المتحدة
101 حلقة
منذ 7 نوفمبر، 2022
episodic
AUDIENCE OF THIS PODCAST 🔗
~83.74% of listeners are from United States.
🇺🇸
US
83.74%
🇬🇪
GE
7.70%
🇬🇧
GB
2.75%
🇮🇪
IE
1.63%
🇨🇦
CA
0.89%
🇦🇺
AU
0.61%
🇸🇬
SG
0.44%
🇩🇪
DE
0.28%
🇿🇦
ZA
0.22%
🇮🇱
IL
0.16%
🇯🇵
JP
0.16%
🇮🇳
IN
0.16%
🇹🇭
TH
0.16%
🇵🇭
PH
0.16%
🇪🇸
ES
0.11%
🇵🇱
PL
0.11%
🇰🇷
KR
0.11%
🇲🇽
MX
0.11%
🇦🇪
AE
0.11%
Others
0.39%
* Data source: directly measured on Listen Notes. الوقت الفعلي
أحدث حلقة 🔗
Today, I am joined by Andrew Sumitani from Poseidon to unpack why traditional marketing funnels often fail in the wealth management space. Listen in as they discuss shifting your mindset from selling to helping and the power of building long-term trust before life events happen.
In this episode:
…
البحث في الحلقات الماضية
البحث في الحلقات السابقة من Model FA Podcast.
الحلقات السابقة 🔗
For years, wealth management firms have looked for ways to unlock wealth management growth, become more valuable to their clients, and differentiate themselves beyond traditional investment management.
Financial planning, estate planning, insurance, and other services have become increasingly impo…
Financial advisors are surrounded by marketing advice. Post more videos. Build a personal brand. Pick a niche. Send more emails. Improve your website. Start a podcast.
But which of those things actually moves the needle?
In this episode of The Model FA Podcast, David DeCelle sits down with Zeke S…
In this episode of the Model FA Podcast, David DeCelle sits down with Matthew Halloran, Chief Evangelist at Zocks, for a conversation that goes way beyond financial advisor technology.
Matthew shares his journey from therapist, to life coach at Carson, to building Proudmouth, to helping advisors r…
In this Part 2 conversation, David DeCelle, CEO of ModelFA, sits back down with Daniel Gourvitch of Mercer Advisors to dig into the brass tacks of organic growth for financial advisors and RIAs.
Building on Part 1's focus on mindset and firm design, this episode is all about execution.
Daniel sha…
Most financial advisory firms say they want organic growth. But very few are honest about what it actually takes to create it.
In this episode of the Model FA Podcast, David DeCelle is joined by Daniel Gourvitch, President of Mercer Advisors, for a deep conversation on why organic growth in the RI…
In this episode of the Model FA podcast, host David DeCelle sits down with Taylor Schulte, CFP and founder of Define Financial, to explore the journey from unplanned entry into financial advising to building a thriving, $300M AUM retirement planning firm. Taylor shares how sales experience shaped h…
In this episode of the Model FA podcast, host David DeCelle talks with Brad Johnson, co-founder of Triad Partners, about his non-linear entry into financial services and the profound internal work required to shift from top producer to effective CEO. Brad explains why financial advisory remains fun…
In this episode of the Model FA Podcast, David DeCelle sits down with Jeremy Houser, VP & Senior Advisor Development Consultant at Simplicity Group and host of the Advisor Mentorship Podcast.
They break down what actually holds advisors back from scaling—why delegation is the real unlock, how …
In this episode of the Model FA podcast, host David DeCelle spoke with Allen Darby, CEO and founder of Allaris Acquisitions, to discuss the evolution of the wealth management M&A landscape. Allen, an industry veteran who completed nine acquisitions as an RIA owner, provided insights on the surg…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من David DeCelle، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
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‐ Albert "Llamacorn" Einstein
البحث في الحلقات الماضية
البحث في الحلقات السابقة من Model FA Podcast.
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