1 hr
Rekindling Your Love for Your Business with David DeCelle Originators: An Entrepreneurial Podcast
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- Entrepreneurship
David DeCelle is the President of Model FA, a family of companies dedicated to helping financial advisors find success in their business. Passionate about helping advisors create a memorable client experience, David leads a team of 18 at Model FA to serve thousands of advisors worldwide. He is the Founder and former CEO of The Financial Advisors’ Alliance, a consultancy firm that later merged with the Model FA family. Before becoming a consultant and entrepreneur, David served as Financial Advisor and Director at Northwestern Mutual.
David joins me today to discuss how Model FA helps financial advisors build businesses around the right kind of clients. He shares his background and journey to building and growing a business. He describes how financial advisors and entrepreneurs can fall in love with their business again and discusses the importance of putting your entrepreneurial ego aside. He also highlights the impact of building relationships with clients and underscores the value of learning outside of your industry.
“Setting aside time to strategically think about how you can do more of the things that you love will benefit your business, employees, and the people you serve with the product and services you deliver.” - David DeCelle
This week on Originators:
About Model FA and its service offerings for financial advisors Model FA’s Energy Audit and how to use it to reignite your passion for your business The struggles and challenges David met in his business-building journey What led David to branch out and launch his business What motivated David to continue working towards his business goal Where David found direction and advice on starting a business How David collaborated and merged with another consultancy to form Model FA David’s advice on shifting from entrepreneur to intrapreneur The art of relationship building David’s relationship with money and how it has changed over the years
Resources Mentioned:
Book: Ego is the Enemy by Ryan Holiday Book: Crushing It!: How Great Entrepreneurs Build Their Business and Influence–and How You Can, Too by Gary Vaynerchuk Book: Three Feet from Gold: Turn Your Obstacles Into Opportunities by Dan John Miller Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan Podcast: The MFCEO Project Podcast with Andy Frisella
Our Favorite Quotes:
“When you start something new, there’ll be risk and failure. Hang in there and keep fighting, you might just be three feet away from gold.” - Zak Leedom “If you’re going to take advice, take advice from people where you want to be or have gone through what you want to go through.” - Zak Leedom “Ensure that you’re spending your time doing activities in the business that give you energy.” - David DeCelle
Connect with David DeCelle:
David DeCelle Website Model FA Model FA on LinkedIn David DeCelle on LinkedIn David DeCelle on Instagram David DeCelle on Facebook David DeCelle on Twitter
About WealthSource and The Originators Podcast
Originators is a show for and about entrepreneurs. In each episode, host Zak Leedom sits down with business builders and the professionals who serve them to talk about the challenges and the opportunities that come with starting something new. Our guests explore what it means to be a successful founder, a good leader, and an effective executive — and whether it’s possible to do all three. Join us to hear their stories and lessons learned — and to get inspired by their tenacity and creativity.
Zak Leedom works for WealthSource, an independent financial advisory firm with offices across the US. All opinions expressed by Zak are his own opinions and do not reflect the opinions of WealthSource. This podcast should not be relied upon for financial decisions.
Email Zak Leedom at zleedom@wealthsource.com with questions, comments, and to schedule a one-on-one conversation.
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David DeCelle is the President of Model FA, a family of companies dedicated to helping financial advisors find success in their business. Passionate about helping advisors create a memorable client experience, David leads a team of 18 at Model FA to serve thousands of advisors worldwide. He is the Founder and former CEO of The Financial Advisors’ Alliance, a consultancy firm that later merged with the Model FA family. Before becoming a consultant and entrepreneur, David served as Financial Advisor and Director at Northwestern Mutual.
David joins me today to discuss how Model FA helps financial advisors build businesses around the right kind of clients. He shares his background and journey to building and growing a business. He describes how financial advisors and entrepreneurs can fall in love with their business again and discusses the importance of putting your entrepreneurial ego aside. He also highlights the impact of building relationships with clients and underscores the value of learning outside of your industry.
“Setting aside time to strategically think about how you can do more of the things that you love will benefit your business, employees, and the people you serve with the product and services you deliver.” - David DeCelle
This week on Originators:
About Model FA and its service offerings for financial advisors Model FA’s Energy Audit and how to use it to reignite your passion for your business The struggles and challenges David met in his business-building journey What led David to branch out and launch his business What motivated David to continue working towards his business goal Where David found direction and advice on starting a business How David collaborated and merged with another consultancy to form Model FA David’s advice on shifting from entrepreneur to intrapreneur The art of relationship building David’s relationship with money and how it has changed over the years
Resources Mentioned:
Book: Ego is the Enemy by Ryan Holiday Book: Crushing It!: How Great Entrepreneurs Build Their Business and Influence–and How You Can, Too by Gary Vaynerchuk Book: Three Feet from Gold: Turn Your Obstacles Into Opportunities by Dan John Miller Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan Podcast: The MFCEO Project Podcast with Andy Frisella
Our Favorite Quotes:
“When you start something new, there’ll be risk and failure. Hang in there and keep fighting, you might just be three feet away from gold.” - Zak Leedom “If you’re going to take advice, take advice from people where you want to be or have gone through what you want to go through.” - Zak Leedom “Ensure that you’re spending your time doing activities in the business that give you energy.” - David DeCelle
Connect with David DeCelle:
David DeCelle Website Model FA Model FA on LinkedIn David DeCelle on LinkedIn David DeCelle on Instagram David DeCelle on Facebook David DeCelle on Twitter
About WealthSource and The Originators Podcast
Originators is a show for and about entrepreneurs. In each episode, host Zak Leedom sits down with business builders and the professionals who serve them to talk about the challenges and the opportunities that come with starting something new. Our guests explore what it means to be a successful founder, a good leader, and an effective executive — and whether it’s possible to do all three. Join us to hear their stories and lessons learned — and to get inspired by their tenacity and creativity.
Zak Leedom works for WealthSource, an independent financial advisory firm with offices across the US. All opinions expressed by Zak are his own opinions and do not reflect the opinions of WealthSource. This podcast should not be relied upon for financial decisions.
Email Zak Leedom at zleedom@wealthsource.com with questions, comments, and to schedule a one-on-one conversation.
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1 hr