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The Model FA

Mar 19, 2024

In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a...


Mar 5, 2024

In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work...


Feb 20, 2024

Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where...


Feb 6, 2024

Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie...


Jan 16, 2024

MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast

 

John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast!

John Prendergast, founder and CEO of Blueleaf joins us to discuss how...