Cover image of The Model FA

The Model FA

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 b... Read more

Warning: This podcast data isn't working.

This means that the episode rankings aren't working properly. Please revisit us at a later time to get the best episodes of this podcast!

Ranked #1

Podcast cover

The Future of Financial Advisory: AI, Automation, and Growth Strategies with Daleele Alison

The Future of Financial Advisory: AI, Automation, and Growth Strategies with Daleele Alison

Daleele Alison is a technology professional and entrepreneur. He is the CEO and co-founder of RooksDM, a technology cons... Read more

1 Aug 2023

33mins

Ranked #2

Podcast cover

Becoming a Better Human Every Day with Joe Templin Part II

Becoming a Better Human Every Day with Joe Templin Part II

Joe Templin is the author of Every Day Excellence, a book that outlines the process of making daily investments toward p... Read more

25 Jul 2023

46mins

Similar Podcasts

Ranked #3

Podcast cover

Rethinking Traditional Budgeting Methods with John Crane

Rethinking Traditional Budgeting Methods with John Crane

John Crane is an author, financial advisor, retirement income planner, and registered representative and financial advis... Read more

11 Jul 2023

35mins

Ranked #4

Podcast cover

Concierge Financial Planning: Taking Client Relationships to the Next Level with Phil Bender

Concierge Financial Planning: Taking Client Relationships to the Next Level with Phil Bender

Phil Bender is an awarded industry leader with more than 30 years of experience in the financial services sector. He’s p... Read more

20 Jun 2023

43mins

Most Popular Podcasts

Ranked #5

Podcast cover

A Conversation with Joe Milano

A Conversation with Joe Milano

Joseph Milano is the Managing Partner at New South Wealth Management. Joe is originally from Staten Island, NY and he mo... Read more

7 Jun 2023

41mins

Ranked #6

Podcast cover

Becoming a Better Human Every Day with Joe Templin Part I

Becoming a Better Human Every Day with Joe Templin Part I

Joe Templin is the Human Kaizen Expert, dedicated to making individuals and organizations better. He is the co-founder a... Read more

16 May 2023

59mins

Ranked #7

Podcast cover

Motivational Interviewing with Jeremy Keil

Motivational Interviewing with Jeremy Keil

Jeremy Keil is a financial advisor at Keil Financial Planners. As a specialist in retirement planning, Jeremy is dedicat... Read more

3 May 2023

41mins

Ranked #8

Podcast cover

The Benefits of Captive Insurance Companies with Jarid Beck

The Benefits of Captive Insurance Companies with Jarid Beck

Jarid Beck is the co-founder and Managing Director of Risk Management Advisors, a national firm specializing in the desi... Read more

18 Apr 2023

33mins

Ranked #9

Podcast cover

Serving Real Estate Professionals with Mike Metzger

Serving Real Estate Professionals with Mike Metzger

Mike Metzger is a certified financial planner and the founder of Lifepoint Financial Design, a financial services firm d... Read more

4 Apr 2023

39mins

Ranked #10

Podcast cover

Long-term Care Planning and Insurance with Marc Glickman

Long-term Care Planning and Insurance with Marc Glickman

Marc Glickman is an actuary and long-term care insurance expert. He is the founder and CEO of BuddyIns, a nationwide com... Read more

21 Mar 2023

33mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”