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The Model FA

Mar 5, 2024

In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a group setting. Overall, their discussion focuses on innovative ways for advisors to grow their businesses through community building.

“With a traditional funnel, you've got the top of the funnel, middle of funnel, bottom of funnel, and then the client out the bottom. But a group funnel is where all of your different platforms, all of the ways you're doing marketing, you funnel people towards a free community.” - Joe Moss


This week on The Model FA Podcast:

  • Building a community for financial advisors and showcasing top tech platforms. (0:10)
  • Leveraging a subscription model and downselling for financial advisors. (14:57)
  • Using LinkedIn data to connect with industry peers and gain exposure. (21:05)
  • Building an audience and network. (26:55)
  • Tim Ferriss' book "Tribe of Mentors" and its insights on success and goal-setting. (34:21)


Connect with Joe:


  • 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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