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The Model FA

Dec 10, 2020

Our team sat down last month to talk all about Client Experience with Reese Harper, CEO of Dentist Advisors. On this show, Reese Harper joined our host Patrick Brewer to answer questions from our listeners and readers.

What does “client experience” actually mean? What should your clients see, feel, interact...


Oct 5, 2020

Our team and a guest expert Phil Seibel of Collaborative Planning Group sat down last week to discuss insurance planning in a fiduciary firm. Together, they answered questions from our listeners and readers.

 

  • Many insurance products have a bad rep in the financial advisory space. Are there any products that just...


Jul 30, 2020

Our team sat down last week to talk about All Things COI’s.
Together, they answered questions from our listeners and readers.


What am I looking for in a COI?

How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients?

What are some of the barriers and best...


Jun 11, 2020

Our team has been working around the clock to support advisors and serve our own wealth management clients through this pandemic. COVID-19 has brought many things to the surface, but there is one area that has demanded a tremendous amount of focus, attention, and energy. How can advisors strengthen and grow their...


Apr 20, 2020

My guest today is Jim Palumbo. Jim is a veteran of the financial services industry, with more than 25 years of experience in creating and managing organizations that grow and preserve wealth. 

In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to...