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The Model FA

Sep 28, 2021

Luke Acree is the President of ReminderMedia, a sales and marketing company that helps businesses generate leads, develop repeat clients, and capture referrals. Luke specializes in lead generation and has helped more than a hundred thousand entrepreneurs and small businesses grow their companies. Under Luke’s leadership, ReminderMedia has earned its place in Inc’s 5,000 List of Fastest-Growing Private Companies in America for four consecutive years. Luke is passionate about teaching the principles of relationship marketing, and hosts Stay Paid, a podcast ranked among the top 30 marketing podcasts on Apple Podcasts.

Luke joins me today to discuss the keys to building a deep relationship with clients and prospects. He reveals the pain points financial advisors encounter in marketing and discusses how ReminderMedia can help them turn clients into raving fans. He defines the “FIT” and “FORWARD” marketing principles and describes how financial advisors can use different social media platforms to become more visible to their existing clients. He also underscores the rise of print in the age of digital media and highlights the value of actively engaging with others on social media platforms.


“There are three elements you need to have with your marketing to produce referrals, repeat business, and new businesses: frequency, impact, and trust.” - Luke Acree


This week on The Model FA Podcast:

  • Luke’s background and how he started his first business, NextMark Design
  • Joining ReminderMedia and the challenges Luke faced in building and growing a business
  • The impact of enforcing and maintaining KPIs
  • Identifying “quarterly rocks” and the role of accountability in business and life
  • ReminderMedia’s services and how they help financial advisors
  • Why advisors need to add value to their clients beyond financial management and advisory
  • ReminderMedia’s print marketing strategy to promote financial advisors
  • The FIT marketing methodology and the factors that drive impact
  • The norm of reciprocity and how magazines can help build credibility for financial advisors
  • Why advisors need to build more touch points with their clients
  • How to connect with clients and prospects on a personal level on social media platforms
  • The “FORWARD” principle and the keys to cultivating relationships with clients
  • How to influence social media algorithms in your favor


Resources Mentioned:


Our Favorite Quotes:

  • “People do business with people they know, like, and trust. Relationship-building is the key to getting there.” - David DeCelle
  • “It’s amazing how a simple connection through social media can turn into an in-person interaction and collaboration.” - David DeCelle
  • “The thing that holds a client is the trust and relationship they have with you.” - Luke Acree


Connect with Luke Acree:



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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