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The Model FA

Mar 19, 2024

In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric encourages listeners to ask for help and contribute value to others on their personal development journey.

“Ask for help. There's always a book you could read. Somebody that you can talk to and in today's day and age, a YouTube video you could watch or podcast you could listen to. So please ask for help." - Eric Negron


This week on The Model FA Podcast:

  • Entrepreneurship, ADHD, and mentorship in the advisor space. (0:10)
  • Building a successful financial services business and managing multiple entities. (4:03)
  • Time management and empowering team members. (9:13)
  • Work-life balance and efficient email management. (15:52)
  • Developing a financial advisor's mindset, heart set, and skill set. (23:50)
  • Business success and mindset. (28:34)
  • The benefits of collaboration over competition in the financial industry. (36:31)
  • Building relationships, mentorship, and personal growth. (40:15)


Connect with Eric:


  • Website:
  • LinkedIn:


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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