Feb 18, 2025
In this episode, David DeCelle, the CEO of ModelFA, sits down with Rick Burgess, from Forms Logic. Rick shares his unique journey, from his time in the Marines to his experiences as a financial advisor, wholesaler, and serial entrepreneur.
Rick explains how Forms Logic, a data company that is revolutionizing the way...
Feb 11, 2025
This month’s special episode of the Model FA podcast is another edition of the DDG - where David, Dan and Graham come together to mind meld about the Exchange (skool.com/exchange) and this month’s episode is all about business development, emphasizing the importance of authenticity and relationship building in...
Feb 4, 2025
In this episode, David DeCelle, CEO of ModelFA, sits down with Jason Mirabella, founder of Deliver Advice. Jason shares his 25-year career journey in the financial services industry, discussing his transition to the RIA space and his experience as Chief Platform Officer and COO at WealthSource Partners, a...