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The Model FA

Jun 8, 2021

Chris Kerckhoff is the CEO of Plancorp, a fee-only RIA firm. Chris first joined the company as an intern right out of college in 1997. Through hard work and a passion for ensuring the quality of their client experience, Chris advanced through the ranks over the years and was named President in 2010. The company has...


Jun 1, 2021

Jonathan Pack is the Director of Strategic Partnerships and founder of the Partner Channel at Yext. Following his first job out of college selling knives door-to-door, Jon spent the next decade doing comedy at the Upright Citizens Brigade in New York while working on Comedy Central’s web development, video production,...


May 25, 2021

Matthew Marcoux and John Kennedy are the Co-Founders of CandorPath Financial and Certified Financial Planners. Matthew has been serving clients for the past 19 years and  is an Enrolled Agent who specializes in tax planning and investment. John is driven by a passion to help others. While pursuing his education at...


May 18, 2021

As a response to the gap in referrals he saw financial advisors experience across the industry, Dan Allison created a powerful but easy-to-implement method that turns clients into advocates for their advisors. That was the origin of Feedback Marketing Group, through which Dan has been sharing his method and helping...


May 11, 2021

Matt Regan is the President of Wealthcare Capital Management, a tech-enabled RIA helping financial advisors maximize the value of their practices.  By developing strategies that create personalized and compelling client experiences, Matt and his team empower advisors to become intentional about the service they deliver....