The Model FA

David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Tyson discusses implementing life plans, wealth plans, and care plans for ...

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 ...

In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a group setting. Overall, their discussion focuses on innovative ways for a...

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 she focuses on working with young, female professionals. Arielle resides in sunny Arizona with her husb...

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 and enjoys meditation. He is also an avid traveler and loves exploring new destinations. Eric is a CER...

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 advisors can engage clients through 52 personalized touch points per year without being anno...

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 emphasize the importance of finding a niche, understanding where clients spend their tim...

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 in advertising to distill complex financial planning concepts into straightforward strategies, apply be...

Meet Josh Kosnick - provider, recruiter, teacher and leader. He is the Type-A alpha male that loves to compete, drink bourbon and smoke cigars; however, Josh never shies away from sharing his vulnerable side. He’s passionate about men’s mental health – healing, talking about emotions, supporting each other – and will continue to advocate for this. His faith drives him to persevere through pain and suffering because he ...

Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve advisors exclusively. Brooklyn travels across the nation as a speaker, ...

Tara Tussing Unverzagt grew up with one of the first CFPs but started her career as a computer programmer, project manager at a software company. She turned to financial planning when she got married and wanted to work from home to raise children (just like her mom had.) She started South Bay Financial Partners in 2014 after working in her mom's business for 20 years. South Bay Financial Partners serve a diverse range ...

Abby Morton is the Head of Community and Culture for Elements. As a CERTIFIED FINANCIAL PLANNER™ Abby brings an insider’s perspective on how marketing, sales, and financial advice should converge to drive optimal results in a modern RIA.

In this episode Abby Morton from Elements joins us to discuss how the platform can be used to provide prospects with a free, quick financial assessment to give them va...

Michelle Atlas-Quinn, J.D. is the Vice President of RIA Operations for AdvisorLaw. She is an  Attorney licensed by the Colorado Supreme Court to practice law (active registration). She earned her Juris Doctorate from University of Denver Sturm College of Law. Michelle formerly held FINRA licenses Series 7, 63, and 24 and former Colorado life and health insurance license. She earned her Bachelor of Arts in Philosophy fr...

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying ...

Eric Brotman is the CEO of BFG Financial Advisors, President of Brotman Consulting Group, LLC, Host of "Don't Retire...Graduate!" podcast, and author of three books on personal finance including "Don't Retire...Graduate! - Building a Path to Financial Freedom and Retirement at Any Age"

On episode 135 of the "MODEL FA PODCAST," the spotlight is on Eric, the CEO of BFG Financial Advisors and author of "Don...

Trent Dudenhoeffer (Duden-hoff-er) is a CFP® practitioner. He started his career as a financial planner at LPL Financial but left in 2021 to join Watchdog Capital where he is focused on the convergence of bitcoin and traditional finance.

Isaiah Douglass is a MBA, CFP®, CEPA. He specializes in working with veterinarians and dentists due to a personal relationship that started with finding how I could help...

Daleele Alison is a technology professional and entrepreneur. He is the CEO and co-founder of RooksDM, a technology consulting group that helps alleviate pain points for small to midsize companies by using the right technology. Daleele has worked as a consultant, business analyst, and project manager for Fortune 500 companies to SMBs.

In this episode, David interviews Daleele Alison, the President of Rooks...

Joe Templin is the author of Every Day Excellence, a book that outlines the process of making daily investments toward personal improvement and development. Widely regarded as the Human Kaizen Expert, Joe is dedicated to making individuals and organizations better. He is the co-founder and President of The Intro Machine, a learning ecosystem and training environment that helps individuals build and grow an introduction...

John Crane is an author, financial advisor, retirement income planner, and registered representative and financial advisor at Park Avenues Securities LLC. Before serving in the financial services industry, John held several posts at Sprint, including a Senior Government Account Executive role. In his book, The One-Number Budget, he helps readers with staying on track with a budget, simplifies the budgeting process, and...