30 episodes

The Model FA is an informative and intentionally driven podcast that aims to provide fiduciary financial advisors content that will help YOU build a successful practice. Our style is conversational, guided by topics and trends, while being direct. We won’t be like other financial podcast, we aim to push back and get rowdy when needed. The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.

The Model FA Patrick Brewer

    • Marketing
    • 5.0, 1 Rating

The Model FA is an informative and intentionally driven podcast that aims to provide fiduciary financial advisors content that will help YOU build a successful practice. Our style is conversational, guided by topics and trends, while being direct. We won’t be like other financial podcast, we aim to push back and get rowdy when needed. The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.

    Model FA Season 3 Bonus Episode | Special Edition: All Things COIs

    Model FA Season 3 Bonus Episode | Special Edition: All Things COIs

    Our team sat down last week to talk about All Things COI’s.
    Together, they answered questions from our listeners and readers.

    What am I looking for in a COI?
    How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients?
    What are some of the barriers and best practices for forming an agreement that will allow both parties to move forward with enthusiasm and mutual commitment?
    How does COVID impact center-of-influence partnerships?
    Tune into the conversation and get ready to take notes. If you have ever struggled to connect with a COI, explain what you do, or build a relationship where they feel comfortable referring their clients to you, then you are about to get a secret weapon.

    In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear Patrick Brewer, David DeCelle, and Dan Allison share strategies for establishing mutually beneficial relationships, overcoming objections, and making an impact.

    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
    Model FA Creative Director and Executive Podcast Producer, Eric Lee
    Model FA Founder and Podcast host, Patrick Brewer
    President of Model FA, David DeCelle
    Founder and President of the Feedback Marketing Group, Dan Allison

    If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with likeminded advisors and share the day-today challenges and wins of running a growing financial services firm.

    • 58 min
    Model FA Season 3 Episode 9 | Special Edition: COVID-19 & Financial Advising

    Model FA Season 3 Episode 9 | Special Edition: COVID-19 & Financial Advising

    Our team has been working around the clock to support advisors and serve our own wealth management clients through this pandemic. COVID-19 has brought many things to the surface, but there is one area that has demanded a tremendous amount of focus, attention, and energy. How can advisors strengthen and grow their practices in the midst of many unknowns?


    Our Creative Director and Executive Producer of the Model FA Podcast, Eric Lee, sat down with our podcast host and Founder, Patrick Brewer. The two were joined by President of Model FA, David DeCelle, and Dan Allison, Founder and President of the Feedback Marketing Group. Together, they spent over an hour answering questions from our listeners and readers.


    What do advisors have to change immediately in order to survive?
    What needs to change in the next 12 months and beyond?
    How is the industry evolving — and what does that mean for advisors today?


    Tune into the conversation and get ready to take notes, because guys around this table get real. They don’t hold back as they share how they are leading their teams, what they have personally changed as a result of this pandemic, and where they think the industry is going.


    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.


    Resource Link

    • 1 hr 30 min
    Model FA Season 3 Episode 8 | Powering a Vision for an Ideal Advisory Practice with Jim Palumbo

    Model FA Season 3 Episode 8 | Powering a Vision for an Ideal Advisory Practice with Jim Palumbo

    My guest today is Jim Palumbo. Jim is a veteran of the financial services industry, with more than 25 years of experience in creating and managing organizations that grow and preserve wealth. 

    In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to independence, and why it’s important for an advisor to begin with what his or her vision and purpose of independence is. 
    Don’t miss one of our favorite moments, when Jim shares his experience of creating what he calls a “Living Library” at Dynamic Advisor Solutions. It may be helpful to read an article to solve a problem, but it’s measurably better to get access to a community of professionals who have already solved that problem and looked at it from a dozen different angles.

    As you think about this conversation, how are you inspired to differentiate your firm? Will you discover new partnerships, practice management systems, business development ideas, or creative and unique client experiences? Whichever area you begin with, take Jim’s advice and connect with a peer group to strengthen your practice and build the life you’ve dreamed about.


    Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors.

    Resource Links
    Connect with The Model FA
    Web  Social

    • 49 min
    Model FA S3 EP 07 | Building a Product-Agnostic Insurance Platform with David Lau

    Model FA S3 EP 07 | Building a Product-Agnostic Insurance Platform with David Lau

    David is the Founder and Chief Executive Officer of DPL Financial Partners, a network that connects Registered Investment Advisors and fee-based advisory channels with insurance solutions from the nation’s top carriers. 
    David started DPL with an idea to distribute variable annuities through RIAs and fee-only advisors. That seemed like a gamble at the time. David’s hunch proved accurate. In just two years, DPL membership achieved an RIA footprint that approached some of the largest, well-established platforms in the industry. 
    In this conversation, we discuss how DPL has built a turnkey, product-agnostic insurance platform for RIAs. Insurance is an important part of a holistic financial plan. David argues that advisors can — and should — use insurance products when that’s the best and most appropriate solution for their clients. However, fee-only advisors have historically had to refer their clients to outside insurance professionals because of commissions. DPL eliminated the need to do that. 

    Resource Links

    Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors.

    • 48 min
    Model FA S3 EP 06 | Virtual Advisor System with Derek Notman

    Model FA S3 EP 06 | Virtual Advisor System with Derek Notman

    In this conversation, we discuss the Virtual Advisor System that Derek created to empower more advisors to grow their businesses in today's digital ecosystem. Derek’s own practice is location independent, and after having to figure things out for himself the hard way, he’s teaching other advisors how to tap into virtual tools and systems. This podcast episode will be especially useful for those who want to add a location-independent component to their service offering, or those who are curious about what it takes to run a 100% virtual practice. 
    As you think about this conversation, ask yourself these questions. Could you scale your business by outsourcing certain workflows and processes? How could you lean into virtual tools to enhance and round out the service that you deliver? And how could you add more value by shifting your “belly to belly” conversations to a virtual system?


    Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors.

    Resource Links

    • 36 min
    Model FA S3 EP 05 | Digital Marketing with Whitney Hansen

    Model FA S3 EP 05 | Digital Marketing with Whitney Hansen

    Whitney Hansen is a Millennial financial coach. After paying off $30,000 in 10 months, hacking her way to a $472 MBA, and buying her first home at 19, Whitney discovered her love for helping Millennials take control of their financial life. The recognition and acknowledgment of generational wealth gaps (that exist largely due to student debt) have been the driving force for why and how Whitney has created her Millennial coaching program. 

    In this conversation, we discuss why it’s important for financial advisors to embrace digital marketing in order to reach a younger audience. Don’t miss one of our favorite moments, when Whitney shares that it’s ok to be honest: “I don’t know everything”. This kind of authenticity can help your clients connect and trust you more. 

    As you think about this conversation, which “getting started” tips stand out to you the most? How do you deliver support and intrigue to your Generation Z and Millennial clients? Where are you connecting with your audience? And how are you creating an authentic and “real” brand experience that inspires clients to reach out, without being ashamed of their imperfections?


    Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors. 


    Resource Links

    • 35 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Top Podcasts In Marketing

Listeners Also Subscribed To