Dec 3, 2024
In this episode of the ModelFA podcast, host David
DeCelle sits down with Ritik Malhotra, the founder and CEO of Savvy
Wealth. Ritik shares his impressive entrepreneurial journey, from
building internet businesses as a teenager to founding successful
startups in cloud storage and fintech.
The conversation digs into...
Nov 19, 2024
What does a pilot’s license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They’re all part of Jonathan Musgrave’s remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his...
Nov 5, 2024
In this episode, Christopher Tan, CEO of Providend, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales...
Oct 15, 2024
In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News.
Abby discusses her...
Oct 1, 2024
In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation...