Episodes: 100
Frequency: Every two weeks
Rating: 4.7/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 210 subscribers
Instagram: 12.0k followers
Publicly listed emails
david@modelfa.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
David DeCelle - President and CEO of Model FA, focused on helping fiduciary financial advisors and advisory firms build successful practices and achieve sustainable growth.
Matthew Halloran - Advisor Technology, Artificial Intelligence, Client Experience, Organic Growth, Niche Marketing, Client Events, And Intentional Practice Building.
Daniel Gourvitch - Organic Growth, Fiduciary Advice, Integrated Planning, Referrals, Client Experience, Specialization, And Growth Systems For Rias And Wealth-management Firms.
Daniel Gourvitch - Organic Growth Execution, Niche Selection, Referral Processes, Education-first Marketing, Branding, And Serving Specialized Client Segments.
Taylor Schulte - Financial-advisor Marketing, Podcasting, Youtube, Content Strategy, Client Acquisition, Audience Development, And Scalable Firm Growth.
Brad Johnson - Leadership, CEO Development, Relationship-based Financial Advice, Hiring, Culture, Emotional Regulation, Entrepreneurship, And Integrating Business With Personal Life.
The Organic Growth Mindset Shift with Andrew Sumitani
October 06, 2026
Today, I am joined by Andrew Sumitani from Poseidon to unpack why traditional marketing funnels often fail in the wealth management space. Listen in as they discuss shifting your mindset from selling to helping and the power of building long-term trust before life events happen. In this episode: 🔸 Discover why traditional marketing funnels fail in wealth management 🔸 Learn how market appreciation drove past industry revenue growth 🔸 Find out why building trust takes significant time beforehan...
How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi
September 15, 2026
For years, wealth management firms have looked for ways to unlock wealth management growth, become more valuable to their clients, and differentiate themselves beyond traditional investment management. Financial planning, estate planning, insurance, and other services have become increasingly important pieces of the client relationship. But one area continues to stand out as both a major opportunity for financial advisor tax planning and a major operational challenge for advisory firms: tax. ...
Why Financial Advisor Marketing Fails, and What Actually Works with Zeke Silvani
September 01, 2026
Financial advisors are surrounded by marketing advice. Post more videos. Build a personal brand. Pick a niche. Send more emails. Improve your website. Start a podcast. But which of those things actually moves the needle? In this episode of The Model FA Podcast, David DeCelle sits down with Zeke Silvani, CEO of Tango, for a candid conversation about what effective marketing really looks like for financial advisors. Zeke pushes back on the idea that advisors need to become influencers or produc...
The Magellan Network Podcast · Low booking difficulty · 100 - 1,000 listeners
Model FA Podcast is hosted by David DeCelle. Its publicly listed email is david@modelfa.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Model FA Podcast: david@modelfa.com.
Podseeker estimates Model FA Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Model FA Podcast typically books industry leaders. Typical guest background: Senior financial-advice or wealth-management executives, RIA founders, successful financial advisors, and recognized specialists in advisor marketing, technology, client experience, leadership, or practice management. Common among recent guests: Executive leadership at established financial-services firms; Founding or scaling an RIA, advisory practice, or advisor-services company; Demonstrated success in organic growth, marketing, client experience, or practice management. Recent guests include Matthew Halloran, Daniel Gourvitch, and Daniel Gourvitch.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Financial Advice, Wealth Management, Practice Management, Advisor Marketing, and Leadership. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
david@modelfa.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings