Jun 2, 2026
Most financial advisory firms say they want organic growth. But very few are honest about what it actually takes to create it.
In this episode of the Model FA Podcast, David DeCelle is joined by Daniel Gourvitch, President of Mercer Advisors, for a deep conversation on why organic growth in the RIA and wealth...
May 20, 2026
In this episode of the Model FA podcast, host David DeCelle sits down with Taylor Schulte, CFP and founder of Define Financial, to explore the journey from unplanned entry into financial advising to building a thriving, $300M AUM retirement planning firm. Taylor shares how sales experience shaped his early career, the...
Apr 7, 2026
In this episode of the Model FA podcast, host David DeCelle talks with Brad Johnson, co-founder of Triad Partners, about his non-linear entry into financial services and the profound internal work required to shift from top producer to effective CEO. Brad explains why financial advisory remains fundamentally...
Mar 17, 2026
In this episode of the Model FA Podcast, David DeCelle sits down with Jeremy Houser, VP & Senior Advisor Development Consultant at Simplicity Group and host of the Advisor Mentorship Podcast.
They break down what actually holds advisors back from scaling—why delegation is the real unlock, how a simple time...
Mar 3, 2026
In this episode of the Model FA podcast, host David DeCelle spoke with Allen Darby, CEO and founder of Allaris Acquisitions, to discuss the evolution of the wealth management M&A landscape. Allen, an industry veteran who completed nine acquisitions as an RIA owner, provided insights on the surge in buyers and the...