Podcast artwork thumbnail for Model FA Podcast

Model FA Podcast

David DeCelle

Booking Overview

An interview-led industry podcast focused on fiduciary financial advice, advisory-firm growth, leadership, marketing, and practice management, typically featuring executives, RIA founders, financial advisors, and industry specialists. Credible pitches include wealth-management leaders, advisor technology and marketing experts, RIA founders, and professionals with actionable expertise in client experience or organizational leadership; booking difficulty is medium because guests are established industry practitioners and executives rather than mainstream celebrities.

Metrics

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

Contact Information

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.

Host

David DeCelle - President and CEO of Model FA, focused on helping fiduciary financial advisors and advisory firms build successful practices and achieve sustainable growth.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
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.
Required Achievements:  
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, Relevant professional designations, industry experience, or published thought leadership

Recent Guest Discussions

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.

Recent Topics

Financial Advice, Wealth Management, Practice Management, Advisor Marketing, Leadership

Episodes

Here's the recent few episodes on
Model FA Podcast
:

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...

Similar Podcasts

Podcast(s) similar to
Model FA Podcast
:

The Magellan Network Podcast · Low booking difficulty · 100 - 1,000 listeners

Frequently asked questions

Here's some frequently asked questions for
Model FA Podcast
:

How do I get in touch with Model FA Podcast?

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.

What is the email for Model FA Podcast?

The publicly listed email for Model FA Podcast: david@modelfa.com.

How many listeners does Model FA Podcast have?

Podseeker estimates Model FA Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Model FA Podcast?

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.

How hard is it to get booked on Model FA Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Model FA Podcast cover?

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.

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