Feb 3, 2026
Learn how Forms Logic, a cloud-based fintech platform built exclusively for financial services firms, is revolutionizing client onboarding, account opening, and advisor transitions. In this episode of the Model FA podcast, CEO David DeCelle interviews Joel Friedman, the Chief Operating Officer of Forms Logic, who shares...
Jan 20, 2026
In Episode 202 of the Model FA Podcast, David DeCelle sits down with Arnulf Hsu, CEO & Founder of GReminders, to break down what “end-to-end meeting management” actually looks like for financial advisors—from automated scheduling and reminders, to pre-meeting briefs, AI note-taking, workflows, and post-meeting...
Jan 6, 2026
In this episode of the Model FA Podcast, David DeCelle sits down with two fast-rising UK advisors, Sam Luke and Lawrence Bearman, to unpack how they’re using LinkedIn intentionally and consistently to build real brand authority and drive booked appointments.
They break down what worked early (a lot of outbound...
Dec 16, 2025
Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the “consultative recruiting” model his firm has built over nearly 30 years, why freedom,...
How Advisors Can Integrate Bitcoin into Client Portfolios (feat. Chris King, Eaglebrook Advisors)
Dec 2, 2025
In this episode, David DeCelle, CEO of Model FA, sits down with Chris King, Founder & CEO of Eaglebrook Advisors, to unpack how financial advisors can intelligently and compliantly introduce Bitcoin and digital assets into their clients’ portfolios.
This is the conversation every forward-thinking advisor...