Dec 16, 2025
Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the “consultative recruiting” model his firm has built over nearly 30 years, why freedom,...
How Advisors Can Integrate Bitcoin into Client Portfolios (feat. Chris King, Eaglebrook Advisors)
Dec 2, 2025
In this episode, David DeCelle, CEO of Model FA, sits down with Chris King, Founder & CEO of Eaglebrook Advisors, to unpack how financial advisors can intelligently and compliantly introduce Bitcoin and digital assets into their clients’ portfolios.
This is the conversation every forward-thinking advisor...
Nov 18, 2025
In this inspiring episode, host David DeCelle sits down with ModelFA’s newest team member, Joseph Pietrocini, Chief Growth Officer. Joseph shares his entrepreneurial journey, from launching a lawn care business in sixth grade to building a digital marketing agency in college, and how his faith and vision have shaped...
Nov 4, 2025
Today we go inside of the mind of Model FA's Chief Marketing Officer, Graham Gardner, as he shares his path from OG Model FA employee to Partner at Model FA. In this episode, Graham discusses his role, the significance of strategic marketing, and how he helps clients build lasting relationships.
Key Takeaways:
- From...
Oct 21, 2025
In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline.
Michael shares his journey from software sales to joining and transforming his family’s wealth management firm, and how...