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The Model FA

Jan 17, 2023

Matt Cosgriff is the Director of Wealth Management at BerganKDV, a trusted firm that offers business planning and consulting, tax, auditing and accounting, technology, and wealth management services throughout the Midwest. Matt joined the BerganKDV team in 2014. As a wealth management leader, Matt is passionate about...


Jan 3, 2023

Brian Ahearn is a consultant and the Chief Influence Officer of Influence PEOPLE LLC, an organization dedicated to helping people move others into action. Having been in the business of training people for over two decades, Brian helps his clients apply the science of influence for better business results. He...


Dec 12, 2022

David Kadavy is a designer, podcaster, and writer. He is the author of Mind Management, Not Time Management, The Heart to Heart Start, and Design for Hackers. He previously served as a design advisor to Timeful, an AI-powered calendar app built upon his mind management principles. In 2015, Google bought Timeful and...


Dec 5, 2022

Penny Phillips is the co-founder and President of Journey Strategic Wealth, an RIA for advisors seeking independence and full-fledged practice management support. She is also the founder and CEO of Thrivos Consulting, a firm on a mission to support financial firms and advisors as they embrace change and discover new...


Nov 21, 2022

Simon Severino is the founder of Strategy Sprints, an organization that helps SaaS and Services companies double their revenue in 90 days. Over his 19 years in entrepreneurship, Simon has executed hundreds of go-to-market strategies with B2B teams worldwide. He is also a business strategy advisor for...