Jul 22, 2025
Stand by Model FAs! Today I am sitting down with Jason L Smith, founder of JL Smith and Prosperity Capital Advisors, to chat about his journey in the financial industry. Jason shares his early aspirations, setbacks, and eventual success in holistic wealth management. He discusses the evolution of his financial...
Jul 15, 2025
In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art...
Jul 8, 2025
In this episode, we sit down with Steve Tenney, CEO of Grandview and Company, to explore his remarkable journey from Morgan Stanley Asset Management to launching his own RIA and ultimately coaching firm owners. Steve shares lessons from four decades in the industry, including how to standardize processes, delegate...
Jul 1, 2025
This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people...