Jan 21, 2025
In this episode of the Model FA Podcast, host David DeCelle sits down with David Newson, the founder and CEO of XNW Digital, to explore his remarkable journey into the financial planning industry. From his unexpected start in the shoe department at Nordstrom to his foray into the world of behavioral healthcare, Newson's...
Jan 14, 2025
In this exciting episode of the Model FA Podcast, co-founders David DeCelle, Graham Gardner, and Dan Allison share fresh insights and actionable strategies straight from their thriving membership platform, The Exchange. Each month, they highlight key posts, discussions, and breakthroughs from within the community that...
Jan 7, 2025
In this episode of the ModelFA Podcast, David DeCelle is rejoined by Kristin Harad, a business and marketing coach for RIA leaders and independent financial advisors. Kristin shares tactical advice on content creation, leveraging LinkedIn, improving prospect follow-up, and enhancing client engagement to...
From Accounting to Entrepreneurship: Gerry Spitzer’s Journey to Building a Thriving Independent Firm
Dec 17, 2024
In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due...
Dec 3, 2024
In this episode of the ModelFA podcast, host David
DeCelle sits down with Ritik Malhotra, the founder and CEO of Savvy
Wealth. Ritik shares his impressive entrepreneurial journey, from
building internet businesses as a teenager to founding successful
startups in cloud storage and fintech.
The conversation digs into...