
Thoughts and interviews from the financial advice industry!
| Publishes | Twice monthly | Episodes | 100 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingBusiness | |||

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... more
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... more
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 ... more
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.... more
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David is a wonderful host and provides such a great and helpful resource for financial advisors to grow their practice. Must listen for any advisor looking to serve better.
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
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.
David DeCelle is an excellent host. He’s always adding value. The conversations on the show are interesting and engaging.
The podcast makes a valuable contribution to financial advisors/business professionals everywhere.
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.








Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show targets financial professionals, especially those building and scaling advisory firms, with a strong focus on growth strategy, marketing, leadership, and technology. Episodes frequently explore client acquisition, content marketing, M&A, AI and automation in wealth management, and practical playbooks for scaling practices while maintaining culture and service quality. A standout trait is the mix of practitioner-focused insights, real-world case studies, and actionable frameworks (EOS, marketing funnels, onboarding automation) that listeners can implement. The format often features leaders, growth-minded advisers, and tech-forward guests, making it useful for listeners evaluating new tools, partnerships, or strategic shifts in thei... more
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These podcasts share a similar audience with Model FA Podcast:
1. Financial Advisor Marketing Podcast
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. The Diamond Podcast for Financial Advisors
Model FA Podcast launched 7 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.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Rephonic pulls ratings and reviews for Model FA Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of Model FA Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
Recent guests on Model FA Podcast include:
1. Daniel Gourvitch
2. Taylor Schulte
3. Brad Johnson
4. Jeremy Houser
5. Allen Darby
6. Jennifer de Groseilliers
7. Joel Friedman
8. Arnulf Hsu
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.