Our team and a guest expert Phil
Seibel of Collaborative Planning Group sat down last week to
insurance planning in a fiduciary firm. Together, they answered
questions from our listeners and readers.
Many insurance products have a
bad rep in the financial advisory space. Are there any products
The Model FA is an informative and intentionally driven podcast that aims to provide fiduciary financial advisors content that will help YOU build a successful practice. Our style is conversational, guided by topics and trends, while being direct. We won’t be like other financial podcast, we aim to push back and get rowdy when needed. The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.