Model FA Podcast

What does a pilot’s license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They’re all part of Jonathan Musgrave’s remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his unconventional career path and how it shaped his approach to helping financial advi

In this episode, Christopher Tan, CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial services. Despite initial industry re

In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News. Abby discusses her transition into growing large RIA firms like Fusion Advisor Network a

In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges and opportunities of transitioning

On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized content to build authority and maint

In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significance of data warehouses and data lak

Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared strategies for engaging busy clien

In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about the long-term impact of stress, sl

In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building capacity. She works closely with tea

In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our industry. This episode emphasizes the