Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers
In this episode of the Model FA podcast, host David DeCelle spoke with Jennifer des Groseilliers, CEO of The Mather Group, to discuss her career journey, the firm's growth strategy, and its distinct business philosophy. Jennifer detailed her transition from practicing law to becoming a financial ad…
Navigating the Rapidly Evolving M&A Landscape with Allen Darby
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 surge in…
The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser
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 a si…
Leadership and Life with Brad Johnson of Triad Partners
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…
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…
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…
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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