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The Model FA

Jul 30, 2020

Our team sat down last week to talk about All Things COI’s.
Together, they answered questions from our listeners and readers.


What am I looking for in a COI?

How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients?

What are some of the barriers and best...


Jun 11, 2020

Our team has been working around the clock to support advisors and serve our own wealth management clients through this pandemic. COVID-19 has brought many things to the surface, but there is one area that has demanded a tremendous amount of focus, attention, and energy. How can advisors strengthen and grow their...


Apr 20, 2020

My guest today is Jim Palumbo. Jim is a veteran of the financial services industry, with more than 25 years of experience in creating and managing organizations that grow and preserve wealth. 

In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to...


Apr 13, 2020

David is the Founder and Chief Executive Officer of DPL Financial Partners, a network that connects Registered Investment Advisors and fee-based advisory channels with insurance solutions from the nation’s top carriers. 

David started DPL with an idea to distribute variable annuities through RIAs and...


Apr 6, 2020

In this conversation, we discuss the Virtual Advisor System that Derek created to empower more advisors to grow their businesses in today's digital ecosystem. Derek’s own practice is location independent, and after having to figure things out for himself the hard way, he’s teaching other advisors how to tap into...