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Artwork for Model FA Podcast

Model FA Podcast

David DeCelle
Mergers and Acquisitions
Artificial Intelligence
Bitcoin
Model FA
Mercer Advisors
Organic Growth
Estate Planning
Mastermind
Sterling Shire
Financial Advisors
Linkedin
Triad Partners
The Mather Group
Forms Logic
Marketing
Local Search
Eagle Brook Advisors
CRM
Entrepreneurial Operating System
Women In Wealth

Thoughts and interviews from the financial advice industry!

PublishesTwice monthlyEpisodes100Founded7 years ago
Number of ListenersCategories
MarketingBusiness

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Artwork for Model FA Podcast

Latest Episodes

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

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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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Recent Guests

Daniel Gourvitch
President, Mercer Advisors
Mercer Advisors
Episode: Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 1.
Taylor Schulte
CFP; founder of Define Financial; co-founder of AGC; host of Stay Wealthy Retirement Show
Define Financial; AGC; Stay Wealthy Retirement Show
Episode: The Power of Video in Financial Marketing with Taylor Schulte
Brad Johnson
Co-founder of Triad Partners
Triad Partners
Episode: Leadership and Life with Brad Johnson of Triad Partners
Jeremy Houser
Vice President and Senior Advisor and Development Consultant at Simplicity; host of Advisor Mentorship Podcast
Simplicity Group / Advisor Mentorship Podcast
Episode: The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser
Allen Darby
CEO and founder of Allaris Acquisitions
Allaris Acquisitions
Episode: Navigating the Rapidly Evolving M&A Landscape with Allen Darby
Jennifer de Groseilliers
CEO of The Mather Group
The Mather Group
Episode: Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers
Joel Friedman
Founder of Forms Logic, presenter on onboarding automation
Forms Logic
Episode: FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman
Arnulf Hsu
CEO of GReminders
GReminders
Episode: Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind G Reminders with Arnuff Hsu
Sam Luke
Financial advisor focused on younger clients and tech-focused segments; co-hosted with Lawrence
Independent financial advisor, UK
Episode: The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman

Host

David DeCelle
Host of Model FA Podcast

Reviews

4.8 out of 5 stars from 57 ratings
  • Must listen show for advisors

    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.

    Apple Podcasts
    5
    saramony
    United Statesa year ago
  • 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 Podcasts
    5
    Jenkozi
    United States3 years 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 Podcasts
    5
    jonathanmichael12
    United States4 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.

    The podcast makes a valuable contribution to financial advisors/business professionals everywhere.

    Apple Podcasts
    5
    Ivan the Grateful
    United States4 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 Podcasts
    5
    maddie@podcastingyou
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear, practical takeaways you can apply in real life.
Highly actionable marketing and growth ideas for advisors.
Listeners praise the authentic, no-nonsense approach of the show.
Great host–conversational and insightful with strong guest selections.
Consistently high-quality content with a helpful mix of strategy and tactics.

Talking Points

Recent interactions between the hosts and their guests.

Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods
Q: How does the on-demand model work in practice for clients and advisors?
Clients can receive multiple AI-assisted recommendations with no upfront cost; they only pay a fee when a recommended trade or set of trades generates profits, aligning incentives and removing ongoing costs unless value is created.
How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed
Q: What role do handwritten notes play in your outreach strategy?
Handwritten notes are a differentiator when paired with a clear call to action and follow-up, and WealthFeed provides templates that can be personalized and include tracking through QR codes to measure engagement.
How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed
Q: What makes an outreach message effective after a catalyst event?
Focus on timing and relevance, use a multi-channel approach (email, direct mail, phone, LinkedIn), and avoid over-soliciting by making the initial meeting easy, such as offering a short 15-minute call or a free portfolio review.
Why Organic Growth Is So Hard for Financial Advisors w/ Daniel Gourvitch of Mercer Advisors Pt 1.
Q: Walk us through your journey to this point and give us a snapshot of Mercer's size today.
Daniel Gourvitch describes his path from consulting and banking to Mercer Advisors, highlighting Mercer's growth to roughly 40,000 families served, about 1,500 colleagues, 400 lead advisors, and an approaching $100 billion in assets under management, with emphasis on an integrated, in-house team.
Unlocking Growth: Andrea Schlapia's EOS Blueprint for Advisory Firms
Q: Can you share a case study of a firm that transformed after adopting EOS?
A $500 million advisory firm grew to about $1 billion, with clearer roles, reduced overhead, higher accountability, and a healthier organizational culture where people know their rocks and how to win each 90 days, leading to better problem solving and client experience.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Model FA Podcast

What is Model FA Podcast about and what kind of topics does it cover?

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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How many episodes of Model FA Podcast are there?

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.

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What guests have appeared on Model FA Podcast?

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.

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