# David Decelle
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Top podcast episodes featuring david decelle.
Don’t Do That: Don’t Skip the Foundation to Chase Fast Growth with Mike Barrasso and David DeCelle, WealthReach
In this episode of Don’t Do That, Kelly sits down with Mike Barrasso and David DeCelle, co-founders of Wealth Reach, to break down how modern advisory firms should think about growth, prospecting, and technology. They explore the shift from passive referrals to proactive, data-driven outreach and w…
The Power of Video in Financial Marketing with Taylor Schulte
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…
How Advisors Can Use AI, Data, and Referrals to Grow Smarter with David DeCelle (Ep. 115)
For financial advisors trying to grow in a world where AI, digital marketing, and client expectations are changing fast, one of the biggest questions right now is this:
How do you use technology to scale without losing the human connection that actually builds trust?
In this episode of the Adviso…
Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 1.
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…
Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 2.
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…
Know Your Identity & Grow Your Business w/ David DeCelle | Beyond Referrals Episode 14
IN THIS CONVERSATION, YOU'LL LEARN:
The early days behind David’s success that most people don't know about, $45K in credit card debt, living with his dad, driving Uber at all hours while building his business from nothing
How getting clear on his professional identity supercharged his business …
David DeCelle Co-Founder & Chief Partnership Officer, WealthReach
David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the co…
David DeCelle Co-Founder & Chief Partnership Officer, WealthReach
David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the co…
How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi
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…
The Organic Growth Mindset Shift with Andrew Sumitani
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:
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