The Model FA David DeCelle
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- Business
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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Cultivating the Right Mindset and Character with Eric Negron
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 success. He recommends collaboration over competition and building a supportive board of mentors. Eric encourages listeners to ask for help and contribute value to others on their personal development journey.
“Ask for help. There's always a book you could read. Somebody that you can talk to and in today's day and age, a YouTube video you could watch or podcast you could listen to. So please ask for help." - Eric Negron
This week on The Model FA Podcast:
Entrepreneurship, ADHD, and mentorship in the advisor space. (0:10) Building a successful financial services business and managing multiple entities. (4:03) Time management and empowering team members. (9:13) Work-life balance and efficient email management. (15:52) Developing a financial advisor's mindset, heart set, and skill set. (23:50) Business success and mindset. (28:34) The benefits of collaboration over competition in the financial industry. (36:31) Building relationships, mentorship, and personal growth. (40:15)
Connect with Eric:
Website: https://forefrontan.com/ LinkedIn: https://www.linkedin.com/in/ericjnegron/
About the Model FA Podcast
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. -
Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss
In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a group setting. Overall, their discussion focuses on innovative ways for advisors to grow their businesses through community building.
“With a traditional funnel, you've got the top of the funnel, middle of funnel, bottom of funnel, and then the client out the bottom. But a group funnel is where all of your different platforms, all of the ways you're doing marketing, you funnel people towards a free community.” - Joe Moss
This week on The Model FA Podcast:
Building a community for financial advisors and showcasing top tech platforms. (0:10) Leveraging a subscription model and downselling for financial advisors. (14:57) Using LinkedIn data to connect with industry peers and gain exposure. (21:05) Building an audience and network. (26:55) Tim Ferriss' book "Tribe of Mentors" and its insights on success and goal-setting. (34:21)
Connect with Joe:
Website: https://www.skool.com/proadvisorsuite Email: joe@proadvisorsuite.com
About the Model FA Podcast
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. -
Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi
Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with young, female professionals. Arielle resides in sunny Arizona with her husband (and business partner) Mark Figueroa, and their cat (the namesake of Sphynx), Nigel.
Arielle Minicozzi joins us to discuss how her company Sphynx Automation helps financial advisors automate tasks like onboarding new clients and gathering documentation. Automating routine work frees up time for advisors to focus on building relationships. Arielle discusses tools like AI transcription, Zapier automations, and pre-populating forms. Compliance considerations with AI were raised. David offered coaching and free automations through Sphynx for advisors who contact him. Overall the discussion focused on leveraging technology to improve efficiency and client experiences.
“There are some things that a human just does better than a computer. But there are a lot of things, data entry for example, that computers will do better and faster than a human.” - Arielle Minicozzi
This week on The Model FA Podcast:
Leveraging technology for financial advisors with Ariel Mina. (0:10) Automating business tasks for financial advisors. (5:11) Automation's impact on business operations and employee roles. (10:21) Automation in financial planning and its impact on time and energy. (13:36) Improving client experience and onboarding process. (20:59) Streamlining onboarding process for financial planning clients. (25:04) AI integration in financial advisor practices. (30:25) AI note-taking, compliance, and time management in business meetings. (35:38) Automation and coaching for financial advisors. (44:53)
Connect with Arielle:
Website: https://www.sphynxautomation.com Email: team@sphynxautomation.com
Shout out to YCharts!
Download your copy of their ETF research and don’t forget, get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only).
White Paper Landing Page: https://go.ycharts.com/the-best-performing-etfs-of-2023?utm_source=Model+FA
About the Model FA Podcast
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. -
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson
Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is also an avid traveler and loves exploring new destinations. Eric is a CERTIFIED FINANCIAL PLANNER™.
Eric Simonson joins us to share the story about starting his own firm, Abundo Wealth, after 12 years at another firm. He shares how in just 4 years, he grew his firm to over 650 clients through referrals and by providing affordable financial planning. Eric Discusses how he uses technology to scale while keeping costs low and providing a great client experience. Eric also shares how he helps clients maximize credit card rewards and travel benefits as part of their financial plans.
“We really doubled our focus to figure out okay, how can tech support the adviser relationship and help us scale help us keep our costs low, to allow the advisors to really shine” - Eric Simonson
This week on The Model FA Podcast:
Starting a financial planning firm and scaling it quickly. Growing a financial planning business through client referrals and advisor partnerships. Marketing and referrals for a financial advisor. Financial planning subscription model and client retention. Client communication and value addition. Leveraging credit card points in financial planning. Leveraging technology and entrepreneurial spirit in financial planning. Client reviews, scaling, and focus with a financial planning firm. Career opportunities in wealth management.
Connect with Eric:
Website: https://www.abundowealth.com Email: Eric@abundowealth.com.com
About the Model FA Podcast
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. -
Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast
MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast
John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast!
John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through 52 personalized touch points per year without being annoying. John explains how Blueleaf's technology helps automate interactions to free up time for human moments. We chat about striking a balance between service and experience models. John stresses facing fears like asking for feedback to innovate. David shares a story of getting 15 glowing reviews overnight. Throughout, they emphasize treating AI like an intern to enhance workflows without replacing human judgment. Overall, the episode provides insights into deepening client relationships through frequent personalized engagement.
"I think you're creating an opportunity for a lot of small touchpoints, with your clients that start to educate them about their money, and the way it changes over time.” - John Prendergast
This week on The Model FA Podcast:
Introducing John Prendergast, founder and CEO fo Blueleaf Client engagement and AI in financial advising. The importance of experience in financial planning. Personalized financial updates and their impact on client trust. Personalized financial planning and automation. Personalizing client interactions for financial advisors. Client reviews and their impact on financial advisors. Overcoming fear and innovating in business and financial services. Taking bold actions, learning from failures, and deepening client relationships. AI use in financial advisor marketing and content generation. Storytelling and AI in advisor-client interactions.
This episode is sponsored by our friends at YCharts. Save the date for January 25th because YCharts will be hosting a must-attend webinar covering economic forecasts, key industry shifts, and potential market drivers that financial advisors should be aware of in 2024. Whether you're a seasoned pro or just starting out, you’ll leave this webinar with actionable strategies for leveraging YCharts tools to not only navigate but succeed in the changing market dynamics. Register now to secure your spot and get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only).”
Webinar Registration Link: https://ycharts.zoom.us/webinar/register/7917042231712/WN_92f-BawaS428Cs9TlHYBvg
Connect with John:
Website: https://www.blueleaf.com Email: john@blueleaf.com
About the Model FA Podcast
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. -
Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen Luke
Today we are joined by Kristen Luke, the President of Kaleido Creative Studio and Author of "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing".
In this episode of the Model FA Podcast, we are joined by Kristen Luke to discuss effective marketing strategies for financial advisors. We emphasize the importance of finding a niche, understanding where clients spend their time, and creating content in multiple formats to meet client needs. Advisors are encouraged to start with one consistent marketing activity and build their expertise over time by regularly producing high-value content. We stress treating marketing as an ecosystem rather than a funnel, with the goal of becoming a trusted resource in one's industry niche.
“I put less emphasis on social media than I think a lot of people do. It is a good way to keep your name out there once you're connected to people. But you know, if I wanted to bring in clients quickly, I would focus on, how do I leverage other people's networks to get in front of them?” - Kristen Luke
This week on The Model FA Podcast:
Marketing strategies for a specific niche. Marketing strategies for advisors with limited time. Content creation for financial advisors. Marketing strategies for financial advisors. Positioning oneself as an expert in a niche through content creation and marketing strategies.
Connect with Kristen:
Website: https://onniche.com/ Email: kristen@kaleidocreative.com
About the Model FA Podcast
The 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 successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.