GIỚI THIỆU VỀ PODCAST NÀY 🔗
Thoughts and interviews from the financial advice industry!
Người dẫn:
Tần suất cập nhật:
every 19 days
Độ dài âm thanh trung bình:
45 minutes
Phỏng vấn khách mời
Có nhà tài trợ
Tiếng Anh
Hoa Kỳ
101 tập
kể từ Ngày 07 tháng 11 năm 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. theo thời gian thực
TẬP MỚI NHẤT 🔗
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:
…
TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Model FA Podcast.
TẬP TRƯỚC 🔗
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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của David DeCelle, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
CÔNG CỤ TÌM KIẾM PODCAST
Bạn có thể sử dụng trang web của chúng tôi để tìm kiếm các podcast3,822,307và các tập195,561,146theo người, địa điểm hoặc chủ đề.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Model FA Podcast.
NHẬN PODCAST NÀY
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post quảng cáo rao vặt for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
phỏng vấn người làm podcast...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
tài khoản X chính thức của chúng tôi (trước đây là Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
CHỈNH SỬA
Cảm ơn bạn đã giúp cơ sở dữ liệu podcast luôn cập nhật.
