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 podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.