Preview Mode Links will not work in preview mode

The Model FA

Mar 30, 2021

David Meltzer is a business coach, sports & technology executive, and founder of the global sports and entertainment agency, Sports 1 Marketing. He is a three-time international bestselling author, the executive producer of Entrepreneur’s #1 digital business show, Elevator Pitch, and a Top 100 Business coach. He is...


Mar 23, 2021

Brian Thorp is an angel investor and the founder and CEO of Wealthtender, an online marketplace driven to help people connect with the best financial advisors and educators for their specific needs. With over 25 years in the financial services industry, Brian applies his experience, expertise, and passion to help others...


Mar 16, 2021

Dan Solin is the President of Evidence Based Advisor Marketing and Solin Strategic, LLC. He helps advisors around the world connect with their ideal clients through evidence-based marketing solutions, website development, content strategy, and sales coaching services. He is the New York Times bestselling author of the...


Mar 9, 2021

Brad Wales on Transitioning to the RIA Model

 

Brad Wales is the Founder of Transition To RIA, a consulting firm focused exclusively on helping financial advisors transition and adopt the RIA model. He helps advisors understand the intricacies of RIA - from understanding the “how” and “why” to transitioning...


Mar 2, 2021

Kirk Lowe is the Founder and CEO of ProudMouth, an influence accelerator on a mission to “free the world’s experts from sales.” For over 20 years, Kirk and his business partner, Matt Halloran, have helped financial experts and advisors produce, publish, multiply, share, and boost their thought leadership. Kirk and...