Preview Mode Links will not work in preview mode

The Model FA

Nov 11, 2019

My guest today is Dominique Molina. Dominique is the co-founder and President of the American Institute of Certified Tax Coaches. As the driving force and visionary behind the San Diego-based company, she set out to change the way tax professionals approach tax planning. She created an elite network of tax professionals...


Nov 4, 2019

My guest today is Ryan Shanks. Ryan has over 19 years of experience in financial services. He is the Founder & CEO of FA Match, a digital career management platform for financial advisors. He is also the CEO of Finetooth Consulting, which provides transition consulting, outsourced recruiting and succession planning to...


Oct 28, 2019

My guest today is Jason Wenk. Jason is a fintech executive, writer, self-proclaimed math geek, and investment systems developer. He has been working within the financial advise world for over 19 years and has witnessed how underserved the everyday investor is again and again. This motivated Jason to create several...


Oct 21, 2019

My guest today is Josh Patrick. Josh is a Certified Financial Planner®, a Certified Financial Transitionist®, a Chartered Financial Consultant®, a Chartered Life Underwriter®, a serial entrepreneur, a writer, reader, and a thinker.  Josh Patrick is a contributor to The New York Times’ You’re the Boss blog, as...


Oct 14, 2019

My guest today is Bill Winterberg. Bill is founder and president of FPPad.com and a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see his YouTube channel here) and is widely recognized as an independent authority on the subject of technology in...