33 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
    • 4.5 • 28 Ratings

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 Art and Skill of Conversation: no longer be inadequate in conversations

    The Art and Skill of Conversation: no longer be inadequate in conversations

    Our president, David DeCelle sat down to talk all about Conversations with Ivan Farber. This show is a 2 part-episode about the art and tactics of being a successful conversationist. Ivan shares tips about monitoring your engagement and gives the listener tools to help you grow your ability to have a rewarding conversation.

    What's the level of rapport? Do they like what's happening?
    Do they trust what's happening? Would they like you?

    • 39 min
    Model FA Season 4 Episode 03 | The Future of Client Experience: a Wake-Up Call for Financial Advisors

    Model FA Season 4 Episode 03 | The Future of Client Experience: a Wake-Up Call for Financial Advisors

    Tune in to the conversation and get ready to take notes! If you have ever struggled to build relationships that naturally grow deeper as the client’s needs change, then this conversation will help you. In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear Patrick Brewer and our guest Reese Harper share strategies for establishing the relational depth that is required to engage in a true financial planning partnership.

    • 47 min
    Conversations: Insurance Planning in a Fiduciary Firm

    Conversations: Insurance Planning in a Fiduciary Firm

    Our team and a guest expert Phil Seibel of Collaborative Planning Group sat down last week to discuss insurance planning in a fiduciary firm. Together, they answered questions from our listeners and readers.

     
    Many insurance products have a bad rep in the financial advisory space. Are there any products that just flat-out should never be sold to anyone? How is the process of getting your client into an insurance policy different today vs. 20 years ago?  
     
    How does risk management planning best fit into a holistic financial planning engagement?  
     
    How important is long term care planning for advisors — and for their clients?   
     
    With all the buzz about “no commission insurance”, is that the optimal solution for a fiduciary? What about fee-based insurance?  
     
    A lot of people feel that a fiduciary should never accept a commission because commissions promote bias. What are your thoughts?  
    Tune in to the conversation and get ready to take notes. If you are unsure how the insurance industry is changing, how to choose the best insurance products for your clients, and whether or not commissions promote bias, you will walk away with lots of food for thought.

    In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear David DeCelle, Dan Allison, and our guest Phil Seibel discuss strategies, share personal experiences, and push against some antiquated ways of thinking about insurance planning.

    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.


    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.

    • 1 hr 15 min
    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

Customer Reviews

4.5 out of 5
28 Ratings

28 Ratings

PTelp ,

Well done!!

So much valuable info shared. Thank you

Shantyirishman ,

Unique Perspective

Patrick does an excellent job giving fiduciaries simple and actionable ideas for helping their clients. His unique background gives advisors an unique perspective in the investment management world.

Furcate ,

Phenomenal

One of the brightest minds in the industry. Progressive thinker, practical advice for an advisor at any stage of their career.

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