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The Model FA

Feb 20, 2024

Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where...


Feb 6, 2024

Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie...


Jan 16, 2024

MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast

 

John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast!

John Prendergast, founder and CEO of Blueleaf joins us to discuss how...


Jan 2, 2024

Today we are joined by Kristen Luke, the President of Kaleido Creative Studio and Author of "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing".



In this episode of the Model FA Podcast, we are joined by Kristen Luke to discuss effective marketing strategies for financial advisors. We...


Dec 19, 2023

Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background...