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The Model FA

Nov 30, 2021

Jon Mauney is the General Manager at Betterment, where he also leads the Betterment for Advisors team. Betterment is an organization that empowers financial advisors to do what’s best for their client’s wealth journey. Before joining Betterment in 2013, Jon worked in data analytics and served as a Senior Consultant...


Nov 23, 2021

Bob Doyle is an Executive Coach for and the CEO of Boundless Living. Over the past 20 years, Bob has been helping people work with the Law of Attraction and transform their lives. He is best known for his role as a Law of Attraction expert and coach in the movie, The Secret. Since 1998, Bob has taught the principles of...


Nov 16, 2021

Natalie Grassi is an Advisor Development Consultant at Simplicity Scottsdale, an organization that is revolutionizing the insurance industry. Natalie specializes in helping financial advisors reach their goals faster by guiding them in overcoming their challenges. She has created marketing plans for top performers and...


Nov 9, 2021

Brendan Barca is a coach, speaker, and consultant specializing in helping financial advisors enter the digital age. Through his live workshops, webinars, and online courses, Brendan teaches financial advisors how to grow their businesses by modernizing their websites and embracing digital technology. In addition to...


Nov 2, 2021

Scott Nelson is the founder and CEO of Thrive Medicare, a fee-only financial services firm dedicated to helping clients live happy, comfortable lives by guiding them reach their financial goals. After nearly two decades of supporting advisors and their clients through Thrive Wealth Strategies, Scott built...