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Hosted by David DeCelle · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
Thoughts and interviews from the financial advice industry!
David DeCelle hosts Model FA Podcast, a business show with 100 episodes published.
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 the
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 focu
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, Preside
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,
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
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 actuall
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
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.
Learn how Forms Logic, a cloud-based fintech platform built exclusively for financial services firms, is revolutionizing client onboarding, account opening, and advisor transitions. In this episode of the Model FA podcas
In Episode 202 of the Model FA Podcast, David DeCelle sits down with Arnulf Hsu, CEO & Founder of GReminders, to break down what "end-to-end meeting management" actually looks like for financial advisors—from automated s
In this episode of the Model FA Podcast, David DeCelle sits down with two fast-rising UK advisors, Sam Luke and Lawrence Bearman, to unpack how they're using LinkedIn intentionally and consistently to build real brand au
Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the
In this episode, David DeCelle, CEO of Model FA, sits down with Chris King, Founder & CEO of Eaglebrook Advisors, to unpack how financial advisors can intelligently and compliantly introduce Bitcoin and digital assets in
In this inspiring episode, host David DeCelle sits down with ModelFA's newest team member, Joseph Pietrocini, Chief Growth Officer. Joseph shares his entrepreneurial journey, from launching a lawn care business in sixth
Today we go inside of the mind of Model FA's Chief Marketing Officer, Graham Gardner, as he shares his path from OG Model FA employee to Partner at Model FA. In this episode, Graham discusses his role, the significance o
In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline. Michael shares his journey from s
In this inspiring episode of the Model FA Podcast, host David DeCelle sits down with award-winning financial advisor, author, and female advocate Cary Carbonaro. Cary shares her remarkable journey from learning about mon
Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin res
In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial indust
In this episode, David sits down with Matt Mossbarger , co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients. In This Episode: 0:00 - Introduction to Matt
Taylor Schulte
top financial advisor and podcast host
2 appearances on this show
Chris King
CEO of a semiconductor company · King Business and Financial Management
1 appearance on this show
Nick Davies
head of climate · The Cottage in the Wood
1 appearance on this show
Matt Middleton
Founder and CEO · Advisor Circle
1 appearance on this show
Jonathan Foster
author of On Board: The Modern Playbook for Corporate Governance · Current Capitals Partners
1 appearance on this show
Phil Weiss
Founder · Apprise Wealth Management
1 appearance on this show
Joe Jordan
Author of Living a Life of Significance · North Carolina Professionals Health Program
1 appearance on this show
Paul McManus
Chief Executive · Music Industries Association
1 appearance on this show
Ritik Malhotra
co-founder and CEO · Savvy Wealth
1 appearance on this show
Christopher Tan
Providend
1 appearance on this show
John O'Connell
District 1 Director · UK TaxPayers' Alliance
1 appearance on this show
Stevyn Guinnip
exercise physiologist turned health coach · Grow Wellthy
1 appearance on this show
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Model FA Podcast is hosted by David DeCelle. The show is categorised under business (marketing) and has published 100 episodes.
Model FA Podcast has published 100 episodes.
Model FA Podcast regularly covers business, marketing. It sits in the business category, with a marketing focus.
Model FA Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Model FA Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Model FA Podcast average 37 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Model FA Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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