『The Model FA』のカバーアート

The Model FA

The Model FA

著者： David DeCelle
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概要
 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. マーケティング マーケティング・セールス 経済学
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  • The Organic Growth Mindset Shift with Andrew Sumitani

    The Organic Growth Mindset Shift with Andrew Sumitani
    2026/10/06

    Today, I am joined by Andrew Sumitani from Poseidon to unpack why traditional marketing funnels often fail in the wealth management space. Listen in as they discuss shifting your mindset from selling to helping and the power of building long-term trust before life events happen.

    In this episode:

    🔸 Discover why traditional marketing funnels fail in wealth management

    🔸 Learn how market appreciation drove past industry revenue growth

    🔸 Find out why building trust takes significant time beforehand

    🔸 Explore the vital difference between capturing and generating demand

    🔸 Understand why commenting on social media builds audiences faster

    🔸 Master connecting with ideal prospects without sending immediate pitches

    🔸 Track relationship creation rates instead of lagging revenue metrics

    Thank you for tuning into this insightful conversation on organic firm growth and marketing. And especially thank you to Andrew Sumitani for joining me, make sure to connect with him on LinkedIN!

    Connect with Andrew:

    • LinkedIn: https://www.linkedin.com/in/andrewsumitani/

    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

    If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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    52 分
  • How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi

    How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi
    2026/09/15
    For years, wealth management firms have looked for ways to unlock wealth management growth, become more valuable to their clients, and differentiate themselves beyond traditional investment management. Financial planning, estate planning, insurance, and other services have become increasingly important pieces of the client relationship. But one area continues to stand out as both a major opportunity for financial advisor tax planning and a major operational challenge for advisory firms: tax. Many advisors understand the value of financial advisor tax planning. The problem is execution. Building an in-house tax practice can require finding and retaining talent, integrating outdated technology, managing a seasonal workload, and creating systems that connect tax professionals with the broader wealth management team. In this episode of The Model FA Podcast, David DeCelle sits down with Raj Doshi, President and COO of April, to discuss how embedded tax technology is changing the way financial advisors and wealth management firms serve their clients. Raj explains why tax returns represent one of the most comprehensive sources of financial information available, and how firms can leverage embedded tax technology to uncover opportunities, deepen client relationships, and drive tax-driven client acquisition. David and Raj also explore the growing demand for family office-style services, why clients increasingly expect their financial professionals to work together, and how technology can help advisors offer tax services without necessarily building a traditional tax department from scratch. The conversation also covers Raj's career journey through McKinsey, Google, growth-stage companies, TaxAct, Avantax, and eventually April. Drawing from his experience participating in multiple business exits, Raj shares an important lesson for entrepreneurs and firm owners: the best way to prepare a business for an eventual exit is to stay focused on building a great business. In This Episode, You'll Learn: • Why embedded tax technology is becoming a major competitive advantage for wealth management growth • How the tax return can provide one of the most comprehensive views into a client's financial life • Why advisors are increasingly looking to financial advisor tax planning to create alpha outside of portfolio management • How tax services can help advisors uncover held-away assets and new planning opportunities • Why clients often think about investments, taxes, insurance, and estate planning as part of one financial relationship • How April helps firms offer tax filing, tax planning, and tax data insights • Why advisors do not necessarily need to build or acquire a tax practice to offer tax services • How a three-way collaboration between the client, advisor, and tax professional can create a more connected experience • Why legacy tax software and disconnected systems can create major operational bottlenecks • How automation and AI can help tax professionals operate more efficiently • Why tax season creates a natural opportunity for advisors to engage clients and identify changes in their financial lives • How tax-driven client acquisition strategies improve prospect conversion, onboarding, and asset gathering • Why outsourcing tax work does not have to mean losing visibility into the client relationship • Raj's biggest lessons from participating in multiple business exits • Why entrepreneurs should keep operating and growing the business through the finish line, even during a sale process Raj also shares how his career has evolved across consulting, technology, financial services, and entrepreneurship. After starting at McKinsey and later working at Google, Raj developed experience in corporate finance, wealth management, growth strategy, and building businesses. His time at Blucora, which owned both TaxAct and Avantax, gave him firsthand experience with embedded tax technology and financial advisor tax planning, ultimately shaping his path to April. If you're a financial advisor or wealth management firm exploring how tax-driven client acquisition fits into your long-term wealth management growth strategy, this conversation offers a practical look at the opportunities and operational challenges involved. Whether you're considering tax filing, tax planning, better use of client data, or an embedded tax technology service model, Raj provides a useful framework for thinking about where the industry is headed. Connect with Raj Doshi and April Connect with Raj Doshi: https://www.linkedin.com/in/rajrdoshi Learn more about April: https://www.getapril.com/ Connect with April on LinkedIn: https://www.linkedin.com/company/getapril/ 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 ...
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    29 分
  • Why Financial Advisor Marketing Fails, and What Actually Works with Zeke Silvani

    Why Financial Advisor Marketing Fails, and What Actually Works with Zeke Silvani
    2026/09/01

    Financial advisors are surrounded by marketing advice. Post more videos. Build a personal brand. Pick a niche. Send more emails. Improve your website. Start a podcast.

    But which of those things actually moves the needle?

    In this episode of The Model FA Podcast, David DeCelle sits down with Zeke Silvani, CEO of Tango, for a candid conversation about what effective marketing really looks like for financial advisors.

    Zeke pushes back on the idea that advisors need to become influencers or produce an endless stream of content to grow. Instead, he believes successful marketing starts with a defined audience, compelling messaging, consistent outreach, and a system for following up with the people you want to serve.

    David and Zeke also discuss why marketing tactics rarely work in isolation. A prospect may receive a cold email, but before responding, they are likely to Google the advisor, visit the website, check LinkedIn, watch a video, or read reviews. Every one of those touchpoints helps build, or erode, the trust necessary to turn outreach into a conversation.

    The conversation also explores one of the biggest mistakes advisors make: constantly starting and stopping marketing strategies. Rather than searching for the next shortcut, David and Zeke argue that advisors should choose an approach that fits their strengths, build a repeatable system around it, and give it enough time to work.

    In This Episode, You'll Learn:

    • Why great marketing is an ecosystem, not one magic tactic

    • Why advisors don't need to become social media celebrities to grow

    • How targeted prospecting can create a predictable stream of opportunities

    • Why Zeke defines trust as a combination of warmth and competence

    • How your website, reviews, videos, LinkedIn presence, and brand support outbound marketing

    • Why follow-up is one of the most important, and overlooked, parts of lead generation

    • The danger of jumping from one marketing strategy to another too quickly

    • Why advisors often feel burned by marketing agencies and consultants

    • The value of working with marketers who understand the financial services industry

    • Why AI-generated content can hurt your brand when it feels impersonal or low-effort

    • How Zeke's experience at Google, Capital One, private equity, and a legal marketing agency ultimately led him to launch Tango

    Zeke also shares his journey from hedge fund analyst to Google, Capital One, private equity, and eventually entrepreneurship. After experiencing what it was like to work inside massive organizations, he discovered that entrepreneurship gave him something different: the ability to do work where the connection between effort, value, and results was much more immediate.

    If you're a financial advisor who feels overwhelmed by conflicting marketing advice—or you're wondering why the tactics you've tried haven't produced the results you expected—this conversation offers a more practical way to think about growth.

    Connect with Zeke Silvani

    • Connect on LinkedIn: https://www.linkedin.com/in/silvani/

    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

    If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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    43 分
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