The Model FA
David DeCelleThe Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from s... more
| Publishes | Weekly | Episodes | 100 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketing | |||
Listen to the Podcast
Latest Episodes
In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, ... more
In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the nee... more
David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the impo... more
In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving su... more
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Reviews
- Relevant and actionable!
I’ve been in the financial industry for over two decades and Model FA still continues to provide relevant, insightful and actionable resources and concepts in every show. David’s approach is very conversational and I appreciate that he always takes the speakers concepts and connects them to other concepts and processes making them even more powerful. It also doesn’t get overall technical. You can tell he is a real person that is easy to reach out to and with the focus on books that sharing new i... more
Apple Podcasts5Jenkozi
United Statesa year ago - Worth Your Time
This show is an easy choice to add to the rotation for the advisor community, curious professionals, and those that just want to get better.
Apple Podcasts5jonathanmichael12United States2 years ago - One of my favorite podcasts!
David DeCelle is an excellent host. He’s always adding value. The conversations on the show are interesting and engaging. more
Apple Podcasts5Ivan the GratefulUnited States2 years ago - Super informative!
This podcast is an excellent resource for financial professionals everywhere! David is a very knowledgeable and skilled host and each episode provides helpful information and insight to help you level up in your practice.
Apple Podcasts5maddie@podcastingyouUnited States2 years ago - Educational and entertaining!
I recently was introduced to this podcast and I can’t get enough! David and his guests are generous with their tips and provide a ton of value. They give practical ideas that you can implement immediately and share lots of ideas that keep you thinking long after the show…. more
Apple Podcasts5Natalie2207United States3 years ago
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Chart Rankings
Apple Podcasts | #249 |  Hong Kong/Business/Marketing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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The Model FA launched 5 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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