The Model FA
The Model FA
David DeCelle
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.
Social Media for Solid Client Connections with Aimee Butler, Frank McLaughlin, and Alan Hensley
Aimee Butler is a certified financial planner and the Principal at Merriman Wealth Management. Aimee has over 15 years of experience as an advisor, district manager, and regional director. She was previously the Managing Principal of Waddell & Reed, a company she worked with for more than nine years before joining Merriman in 2018. She also served as the Marketing Field Implementation Officer at Ameriprise Financial Services. She holds a Bachelor's degree in Business Management from Providence College.    Frank McLaughlin has been a wealth advisor for Merriman Wealth Management since August 2013. As a certified financial planner, Frank focuses on helping his clients live fully by creating sound financial strategies. He graduated with a degree in Finance from Washington State University. Frank is an advocate of sustainable investing and is passionate about helping people overcome the emotional aspects of retirement.   Alan Hensley is a wealth advisor for Merriman Wealth Management who has over 15 years of experience in wealth management. Before joining Merriman in 2016, Alan served as a financial advisor for LPL Financial and a licensed personal banker for Wells Fargo. As a certified financial planner, Alan specializes in helping families simplify their finances and make smart choices with money. He completed his Bachelor’s degree in Economics at the University of Washington.   Aimee, Frank, and Alan join me today to discuss their thoughts on using social media to build connections with prospects and clients. They share their initial reservations about using social media professionally and describe the subsequent feedback. They explain how they measure the impact they make with their posts and how they come up with ideas for social media content. They also highlight the value of repurposing and reposting social media content and underscore why you should still try to give value to prospects even if they don’t qualify as clients.   “Personal connection takes some time; social media helps build it faster.” - Alan Hensley   This week on The Model FA Podcast:   What excited them about using social media for business and relationship development The reservations they had about using social media for business development How their existing connections reacted after they started using social media professionally The learning curve involved in creating content for business development Vanity metrics and how Frank measures the success of his content Leading with education and how to handle conversations with prospects who don’t qualify The recency bias and how to determine the subject matter of your social media content Keeping a content idea notebook Using social media for relationship building Reposting, reusing, and repurposing content The value of connecting with your centers of influence on social media platforms   Resources Mentioned:   Book: The Alchemist: A Fable About Following Your Dream by Paulo Coelho Book: The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael Gerber Book: Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek Book: Three Feet from Gold: Turn Your Obstacles Into Opportunities by Dan John Miller   Our Favorite Quotes:   “Social media does a great job at leaving clues. Through social media, you can share a little bit more about your personality and the things you’re into—you allow everyone to connect with you on that personal front.” - David DeCelle “Be intentional and pay attention to the people you want to connect with. Notice the little things that they do, interact with them, and comment.” - Aimee Butler “Write down questions you get from normal client conversations and shoot videos about those because other people and other clientele you serve will be asking the same questions.” - Frank McLaughlin   Connect with Merriman Wealth Management:   Merriman Wealth Management Merriman Wealth Management on Facebook Merriman Wealth Management on Twitter Email: info@merriman.com   Connect with Aimee Butler:   Aimee Butler on LinkedIn Aimee Butler on YouTube   Connect with Frank McLaughlin:   Frank McLaughlin on LinkedIn Frank McLaughlin on YouTube   Connect with Alan Hensley:   Alan Hensley Website Book: Eddie & Hoppers Explain Investing in the Sock Market Book: Merriman’s Guide to Social Security and Medicare Alan Hensley on LinkedIn Alan Hensley on Twitter Alan Hensley on YouTube Alan Hensley on Facebook Alan Hensley on Instagram   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.
Aug 1
54 min
Smashing Fear for Transformational Change with Michael Ivanov
Michael Ivanov is a motivational speaker and the Founder of Speaklife365. He is the best-selling author of The Servant with One Talent, The Traveler’s Secret, and The Mount of Olives—which combines courage, faith, and wisdom to share an inspiring tale of self-discovery. Michael is committed to helping leaders, teams, and influencers connect with their most powerful selves and create transformational change in peoples’ lives.   Michael joins us today to discuss how you can smash your fears and limitations for a fulfilling life. He explains how he began his career in public speaking despite dropping his college speech class. He explains why motivation and inspiration need to be quickly followed by action. He describes how anyone can build momentum. He also highlights the importance of taking ownership of life’s challenges and underscores the value of service to others.   “The more you train yourself to take action the minute you’re inspired, the easier it becomes for you to overcome fear, procrastination, and laziness.” - Michael Ivanov   This week on The Model FA Podcast:   Michael’s background and what led him to public speaking The importance of putting inspiration into action Why building momentum is better than motivation Taking ownership of challenges and obstacles in life How your words create your world The value of giving back and serving others Why caring for others is the best way to market your business   Resources Mentioned:   Book: Conversations: How to Manage Your Business Relationships One Conversation at a Time by Ivan Farber Book: The Greatest Salesman in the World by Og Mandino Book: A Better Way to Live: Og Mandino’s Own Personal Story of Success by Og Mandino Book: Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “Motivation dissipates over time until you get that next hit, but taking that big thing in front of you and breaking it down into tiny pieces will create the momentum that’s going to move you forward.” - David DeCelle “You need to be okay with being silly and weird and doing things that other people aren’t doing if you want to live a life most other people aren’t living.” - David DeCelle “If you control everything that you can control and make the right decisions, the things you can’t control will take care of themselves eventually.” - Michael Ivanov   Connect with Michael Ivanov:   Speaklife365 Book: The Mount of Olives: 11 Declarations to an Extraordinary Life Book: The Traveler’s Secret: Ancient Proverbs for Better Living Book: The Servant with One Talent: Five Success Principles from the Greatest Parable Ever Told Michael Ivanov on LinkedIn Michael Ivanov on Instagram Michael Ivanov on Facebook Michael Ivanov on YouTube   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.
Jul 26
49 min
Building Human Connections for Client Attraction and Retention with Jaimie Sarah
Jaimie Sarah is an award-winning executive coach, marketing consultant, and the Founder of Definitely Definitely, a coaching and consulting company that helps smart, talented, service-based experts attract and retain high-caliber clients with integrity. Before founding Definitely Definitely, Jaimie served for over a decade in the marketing industry, working with companies such as Thomson Reuters, SAP, and Satelliet-UK. As a coach and consultant, Jaimie uses the Aligned Business Blueprint, a proprietary blend of executive coaching and marketing consulting that helps clients transform their lives, messaging, and offers.    Jaimie joins us today to discuss how being a good human impacts client attraction and retention. She discusses content creation strategies for financial advisors and the power of consistency. She explains how having a solid onboarding process can help retain clients and offers advice on asking for client referrals. Jaimie also discusses how connection and trust can aid in asking for client introductions and highlights what it takes to create ideal marketing content for a business.   “When people feel a heart connection with you—that you care about them on a human, heart-to-heart level—it’s rare for them to leave.” - Jaimie Sarah   This week on The Model FA Podcast:   What inspired Jaimie to become a coach after more than a decade in the corporate world The best ways to get attention from prospective clients How long it takes for content creation to yield new clients The impact of consistently creating content for marketing Creating content around frequently asked questions How financial advisors can improve their client retention strategy The anchoring effect and mixing the “fluffy” with the “analytical” in the discovery process for prospects Depositing in client relationships and strategies for asking for referrals How connection and trust can aid in requesting client introductions The distinction between emailing and showing up online   Resources Mentioned:   Book: Crushing It!: How Great Entrepreneurs Build Their Business and Influence–and How You Can, Too by Gary Vaynerchuk Book: The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg Book: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear How to Create 64 Pieces of Content in a Day   Our Favorite Quotes:   “Creating a video, a blog, an infographic makes people aware of who you are and what you do at scale; it humanizes you, helping you build relationships.” - David DeCelle “You need to go above and beyond expectations while magnifying, elevating, and expanding yourself through content creation.” - David DeCelle “Marketing isn’t about how you get someone in; it’s about the process of creating customer value. It’s not just about the hook.” - Jaimie Sarah   Connect with Jaimie Sarah:   Jaimie Sarah Website Definitely Definitely on LinkedIn Jaimie Sarah on LinkedIn Jaimie Sarah on Instagram Jaimie Sarah on Twitter   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.
Jul 19
42 min
Guiding Bereaved Clients through Financial and Personal Transitions with Mark Colgan
Mark Colgan is a founding partner of Montage Wealth Management, a financial planning firm focused on creating strategies for saving and spending. With over 29 years of experience as a certified financial planner, Mark is passionate about orchestrating financial plans that help clients live a fulfilled life. Before founding Montage Wealth Management, Mark served as an investment consultant for McDonald Investments. Mark graduated from Rochester Institute of Technology, where he earned his Bachelor’s degree in Finance.   Mark joins us today to discuss how financial planners and advisors help bereaved clients navigate difficult times. He details his journey to becoming a financial advisor and explains how business acquisitions and referrals from satisfied clients grew Mark’s firm. He describes why he’s passionate about helping bereaved clients take the next steps in their financial and personal lives. Mark also explains why death can be a difficult topic—even for financial professionals—and offers advice on how advisors can communicate to their grieving clients.   “The topic of death is a mystery to us financial planners as it is to others. Still, you can help clients avoid some missteps or uncover some opportunities they hadn’t even known about.” - Mark Colgan   This week on The Model FA Podcast:   Mark’s background and how he began his career in business His road to establishing himself as an independent financial advisor How his business development strategies have changed since starting his firm The importance of picking a niche and focusing on it Why Mark is passionate about helping bereaved clients When to meet with a financial advisor after bereavement What inspired Mark to write Death’s Red Tape How advisors can help bereaved clients prevent identity theft and other crimes   Resources Mentioned:   Book: No Longer Awkward: Communicating with Clients Through the Toughest Times of Life by Amy Florian Book: How to Win Friends & Influence People by Dale Carnegie   Our Favorite Quotes:   “Showing that you care about the client is what makes them feel special.” - David DeCelle “Focusing on a niche doesn’t only help your marketing and collateral—it also helps you build a scalable service model.” - David DeCelle “The best way to get referrals is to overly impress your existing clients so they start bragging about you.” - Mark Colgan   Connect with Mark Colgan:   Montage Wealth Management Book: Death’s Red Tape: Your Guide for Navigating Legal, Financial, and Personal Transitions When a Partner Dies Montage Wealth Management on LinkedIn Montage Wealth Management on Facebook Mark Colgan on LinkedIn   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.
Jul 12
45 min
The Nobility of Financial Advisors with Ray Sclafani
Ray Sclafani is the Founder and CEO of ClientWise, a business and executive coaching firm working exclusively with high-performing financial advisory teams. He is a professional certified coach who holds a Master Certification in Neuro-Linguistics. In addition to being a public speaker sought after by industry leaders, Ray is the author of You’ve Been Framed, a step-by-step guide that helps financial firms achieve profitability and sustainability. Before founding ClientWise, Ray worked at AllianceBernstein for over 20 years, serving as its Managing Director before launching his own company. Ray joins us today to discuss the nobility of being a financial advisor. He explains how financial advisors can make an impact beyond their clients’ lives and discusses building a relationship with the next generation of clients. He reveals the questions every financial advisor should ask during their client reviews and describes the unintended consequences advisors face when they become “accidental owners.” Ray also highlights the importance of succession planning for financial advisors and underscores the power of raising powerful next-gen teams.   “When an advisor makes a difference in the life of a client, they have a multigenerational impact on that client and their family. And that ripple effect is noble.” - Ray Sclafani   This week on The Model FA Podcast: Ray’s background in asset management and his transition to the consulting business The multigenerational ripple effect and the nobility of financial advisors Engaging and building a relationship with the next generation of clients The ‘fee on AUM’ model and the questions financial advisors should ask in client reviews The ClientWise Risk Assessment and why it’s tough to segment clients based on revenue The “accidental owner” and how financial advisors get into the profession Succession and merger planning for financial advisors How financial advisors can communicate their succession plans for clients The shifts ClientWise had to make in the face of COVID-19   Resources Mentioned: Book: Think Again: The Power of Knowing What You Don’t Know by Adam Grant   Our Favorite Quotes: “Your business grows by increasing your value proposition on things you aren’t compensated to do. People are attracted when you have a vested interest in them.” - David DeCelle “We need to help advisors think about the shifts taking place in the industry, what the next five years ahead look like, and how they can take advantage of the opportunities.” - Ray Sclafani “Your options increase the sooner you think about succession. Doing so gives you time to raise the next generation.” - David DeCelle   Connect with Ray Sclafani: ClientWise Book: You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships ClientWise on LinkedIn ClientWise on Instagram ClientWise on Facebook ClientWise on Twitter Ray Sclafani on LinkedIn   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.
Jul 5
52 min
Guiding Clients through Market Downturns with Rusty Vanneman and Dr. Daniel Crosby
Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor’s degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it’s important for advisors to highlight their services’ features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor’s business and career relies on self-care and wellbeing.   “We have to convey to our clients that we’re partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor’s life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man’s Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   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.
Jun 28
39 min
Building Best-in-class Businesses with Justin Goodbread
Justin Goodbread is an author, entrepreneur, and certified financial planner. He founded his company,  Heritage Investors, in 2009 to help individuals, business owners, and retirees attain their financial goals. In 2019, Justin founded Heritage Business Advisors to help business owners realize their full potential. He later joined the WealthSource family after the company and its affiliates acquired Heritage Investors and Heritage Business Advisors in 2022. He is also the author of Your Baby’s Ugly, as well as the Amazon best-selling book, The Ultimate Sale.   Justin joins us today to discuss how to build a best-in-class company for the ultimate business sale. He shares the first time he became self-employed and his journey to founding Heritage Investors and Heritage Business Advisors. He explains what led him to partner with WealthSource and describes how joining a larger company has benefitted the Heritage brand. Justin also details his approach to writing books and underscores why entrepreneurs should start a business with the end goal in mind.   “We should build a business for the ultimate customer—the customer we’re going to transition or sell our business to in the future.” - Justin Goodbread   This week on The Model FA Podcast:   Justin’s journey to the financial planning industry The principles of landscaping and how they continue to guide Justin in business and entrepreneurship The power of scale and collaborating with a team The growth of the Heritage brand and its acquisition by WealthSource What led Justin to sell the Heritage companies and partner with WealthSource How joining a larger company has impacted the Heritage business Justin’s current role and responsibilities at WealthSource and his vision for the future What inspired Justin to write a book and other financial content How creating a podcast helped Justin write a bestselling book The weaknesses of the RIA industry and the benefits of building your brand   Resources Mentioned:   Book: Think and Grow Rich by Napoleon Hill Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert Kiyosaki Book: The Total Money Makeover: A Proven Plan for Financial Fitness by Dave Ramsey Book: The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas Stanley   Our Favorite Quotes:   “Regardless of where you’re running your business, there are principles you need to abide by to be successful.” - David DeCelle “Being able to put out valuable content and being omnipresent allow you to appeal to peoples’ various learning styles.” - David DeCelle “In everything we want to do in life, we have to start with the end in mind. We have to know exactly where we want to be.” - Justin Goodbread   Connect with Justin Goodbread:   Financially Simple Book: The Ultimate Sale: A Financially Simple Guide to Selling a Business for Maximum Profit Book: Your Baby’s Ugly: Maximize the Value of Your Business or You’ll Have Nothing to Sell Financially Simple on YouTube Justin Goodbread on LinkedIn Justin Goodbread on Instagram Justin Goodbread on Facebook Justin Goodbread on Twitter Email: justin@financiallysimple.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.
Jun 21
55 min
Becoming an Admired Leader with Steve Atkinson
Steve Atkinson is the Managing Director for Advisor Relations at Buckingham Strategic Partners, an investment management firm committed to creating a better wealth experience for financial advisors and clients. Steve previously worked as the Vice President of CLS Investment Firm LLC. for eight years before joining Buckingham Strategic Partners. He is a graduate of the University of Nebraska at Omaha and holds a Bachelor’s degree in Finance and Banking. As Managing Director for Advisor Relations at Buckingham, Steve leads a team committed to helping financial advisors find their true passion by leveraging best practices for delivering wealth management.   Steve joins us today to discuss how financial advisors can turn themselves into admired leaders. He outlines his career progression in the financial advisory industry and explains how he encountered the concept of admired leadership. He differentiates results-oriented and follower-oriented leaders and describes why the former isn’t well respected by their followers. Steve also highlights why great leaders shine through times of crisis and underscores why leaders should always get feedback.   “Most leaders either get results or followers—admired leaders get both.” - Steve Atkinson   This week on The Model FA Podcast:   Steve’s beginnings in the financial advisory industry What led Steve to Buckingham Strategic Partners What admired leadership is and its history The difference between results-oriented and follower-oriented leaders Handling objections from prospects and how advisors can articulate the value of leadership to clients The “UCLA style” and the characteristics that turn financial advisors into great leaders The nature of markets and investing and how financial advisors can lead their team amid times of crisis Why great leaders value getting feedback Leadership red flags financial advisors need to avoid Steve’s thoughts on turning clients into raving fans and the value of asking for help   Resources Mentioned:   Book: The Essential Wooden: A Lifetime of Lessons on Leaders and Leadership by John Wooden and Steve Jamison Fearless Investing Summit  - Hosted by Riskalyze - Use Promo Code: ModelFA.com to save $50 on registration tickets!   Our Favorite Quotes:   “Clients are human beings—there’s a lot more going on in their lives than asset or portfolio allocation. So, start your conversations with a broad, big picture of the client.” - Steve Atkinson “Leaders do a great job of setting expectations at the front end. That way, there’s less opportunity for miscommunication.” - David DeCelle “Advisors, you can be a leader for your teams, you can be a leader for your clients, but you need to also be a leader for yourself. If you’re not taking care of yourself, it’s going to be tough leading others.” - David DeCelle   Connect with Steve Atkinson:   Buckingham Strategic Partners Buckingham Strategic Partners on LinkedIn Buckingham Strategic Partners on Twitter Steve Atkinson on LinkedIn Email: satkinson@buckinghamgroup.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.
Jun 14
39 min
Exploring the 401k and Retirement Planning Industry with Wade Behlen
Wade Behlen is the Owner and Managing Director of Retirement Plans/Foundations at WealthPLAN Partners, an RIA that manages the retirement plans of over 250 companies across the country. Passionate about helping companies build “best in class” retirement plans, Wade has spent the last 15 years specializing in retirement plan advising with WealthPLAN and has been recognized as one of the Top 401k Advisors by Financial Times. Wade joins us today to share his insights on the 401K and retirement planning industry. He describes his professional journey and explains why he switched careers from the medical field to retirement planning. He reveals the top reason advisors fail to sell retirement products and offers advice on how advisors can open conversations on retirement planning. Wade also discusses WealthPLAN’s efforts in supporting financial wellness education and outlines best practices for turning retirement plan participants into wealth management clients.   “The combination of aggressive and conservative investing works well in the 401k space, where you help business owners set the best types of plans while managing risk.” - Wade Behlen   This week on The Model FA Podcast: Wade’s career path and pivot from the medical field to the retirement industry Why being both an aggressive and conservative investor helps in the 401k sector The Pension Protection Act of 2006 and how the 401k space has evolved over the years The importance of relationships in financial services The difference between “specialists” and “dabblers” How WealthPlan partners with businesses and advisors How businesses and financial advisors eliminate risks by outsourcing retirement planning Business development and discovering retirement planning opportunities What cash balances are and how to start a conversation about retirement plans Why advisors fail to sell retirement plans Best practices for converting retirement plan clients into wealth management clients WealthPlan’s Auto-Educate program   Resources Mentioned: Book: The 7 Habits of Highly Effective People by Stephen Covey Book: The Dream Manager: Achieve Results Beyond Your Dreams by Helping Your Employees Fulfill Theirs by Matthew Kelly Fearless Investing Summit  - Hosted by Riskalyze - Use Promo Code: ModelFA.com to save $50 on registration tickets!   Our Favorite Quotes: “Whether it’s partnering with someone regarding retirement plans or offloading marketing to a different company, it all comes down to leverage so you can grow faster.” - David DeCelle “Perception is reality. If I can be perceived as having a bigger team, it may edify me in the eyes of my prospects.” - David DeCelle “It’s difficult to sell a retirement plan in one call. Each advisor has to find their own story and comfort zone, but you have to be bold enough to ask those initial questions.” - Wade Behlen   Connect with Wade Behlen: WealthPlan Group App: Auto-Educate by WealthPLAN Partners WealthPlan on LinkedIn WealthPlan on Twitter Wade Behlen on LinkedIn Email: wade@wealthplan.partners   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.
Jun 7
1 hr
Diagnosing Your Business with Lauren Goldstein
Lauren is the Founder and CEO of Golden Key Partnership, an award-winning and globally recognized boutique business consulting firm. Regarded as “The Business Doctor'' by her clients, Lauren specializes in helping business owners diagnose the root cause of team and operational challenges. She uses her 4D framework to help CEOs reclaim time and avoid burnout as they scale their businesses. Before founding Golden Key Partnership, Lauren served as a clinical research associate at Children’s Hospital Colorado. Lauren joins us today to discuss diagnosing businesses and identifying the cause of burnout. She explains why she started her own business after working in the medical field. She differentiates players from worker bees and discusses how hiring more players for your team can help decrease spending and reduce burnout. Lauren also highlights why businesses need to get simpler as they grow and shares her advice on hiring the right team members for maximum impact.   “Think of your business as a body: the operations and teams are the neural network that connects to the spine of your business so all the systems communicate and move together.” - Lauren Goldstein   This week on The Model FA Podcast: Lauren’s background, career path, and what led her to become “The Business Doctor” The Diagnostic Deep Dive test and how Lauren works with advisors and businesses A crucial mistake advisors and business owners make when hiring and expanding their team The difference between a player and a worker bee How business owners get burnt out even if they have a team Why businesses shouldn’t be fully automated Using the Eisenhower matrix to lessen business burnout   Resources Mentioned: Book: The Power of TED by David Emerald   Our Favorite Quotes: “The amount of insight and advice you can receive from books, conferences, and podcasts is amazing. You can test if they work, then implement them to ultimately get paid.” - David DeCelle “As an entrepreneur, don’t just look for staff members; look for entrepreneurial people who have a strategic mindset.” - David DeCelle “Get absolute clarity on who you need on your team to fill the gaps. When you have that clarity of the position and how it fits in, you can spend a lot less and get a whole lot more than you ever could.” - Lauren Goldstein   Connect with Lauren Goldstein: Golden Key Partnership The Biz Doctor Podcast Golden Key Partnership on LinkedIn Golden Key Partnership on Instagram Golden Key Partnership on Facebook Golden Key Partnership on Twitter Lauren Goldstein on LinkedIn Email: lauren@goldenkeypartnership.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.
May 31
37 min
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