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The Model FA

May 7, 2024

In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose and work-life balance after his father's cancer diagnosis. In this interview, he discusses integrating tax planning into comprehensive client services and applying negotiation skills from Chris Voss's MasterClass to grow his business. 


This week on The Model FA Podcast:

  • 00:00 Welcome to the Mic: Trevor Scotto
  • 02:15 Unpacking Trevor's Early Career and Inspirations
  • 04:30 Striking the Perfect Balance: Work and Family Life
  • 06:30 Entrepreneurial Spirit: The Genesis of Trevor's Firm
  • 08:15 Networking Mastery: Connecting with Titans of the Industry
  • 10:15 The Search for the Ideal Tax Practice Partner
  • 12:30 The Art of the Deal: Navigating a Successful Merger
  • 14:30 Scaling from $160M to $500M in AUM
  • 16:30 Tax Planning: A Critical Tool for Wealth Maximization
  • 18:30 Breaking New Ground with Schwab's Platform Integration
  • 20:30 Secrets to Sustaining Strong Client Relationships
  • 22:30 Trevor's Top Book Picks for Success and Inspiration


Connect with Trevor:


  • Website:
  • Email:


About the Model FA Podcast


The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 


Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 


Our Team:

President of Model FA, David DeCelle


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