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The Model FA

Oct 26, 2021

Andrea Lopez-Schlapia is the founder and CEO of IronstoneHQ, an organization that helps financial advisory professionals design, develop, and sustain their businesses. After rising through the ranks of several global investment firms such as Dreyfus, Prudential, and Deutsche Bank, Andrea founded IronstoneHQ in 2008 to...


Oct 19, 2021

Aaron Klein is the co-founder and CEO of Riskalyze, the organization that invented the Risk Number, empowering the world to invest fearlessly. Under Aaron’s leadership, Riskalyze has grown to serve thousands of financial advisors and has been recognized by Fast Company Magazine as one of the world’s top ten most...


Oct 12, 2021

Eric Clarke is the Founder and CEO of Orion Advisor Solutions, an organization that helps advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions. Eric is an advocate for fiduciary advisory professionals and has written...


Oct 5, 2021

Nick Bradley is the co-founder and director of The Fielding Group, a growth consultancy firm that helps founders and shareholders achieve freedom, accumulate wealth, and accelerate impact by improving business performance. Nick is a world-renowned business growth expert who works with entrepreneurs, business leaders,...