Best F.A. Davis Podcasts (2025)

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Transforming Client Connections with Nick Davies 40:22

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24d ago40:22

40:22

This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure…

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Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith 46:07

3d ago46:07

46:07

Stand by Model FAs! Today I am sitting down with Jason L Smith, founder of JL Smith and Prosperity Capital Advisors, to chat about his journey in the financial industry. Jason shares his early aspirations, setbacks, and eventual success in holistic wealth management. He discusses the evolution of his financial planning process, the "bucket plan," a…

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How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr 43:56

10d ago43:56

43:56

In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art of aligning tax professionals an…

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How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company 35:31

17d ago35:31

35:31

In this episode, we sit down with Steve Tenney, CEO of Grandview and Company, to explore his remarkable journey from Morgan Stanley Asset Management to launching his own RIA and ultimately coaching firm owners. Steve shares lessons from four decades in the industry, including how to standardize processes, delegate wisely, and unlock sustainable gro…

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Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein 40:43

1M ago40:43

40:43

This week David DeCelle, CEO of ModelFA, interviews Sarah Ecklein, owner of Trust and Honor, about her journey from cooking to becoming a professional fiduciary. Sarah discusses her work in end-of-life care, serving as a conservator, trustee, and agent for clients, particularly in complex cases that corporate trustees may avoid. She highlights the …

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The Real Value of Your Advisory Business with Scott Leak, CFP® 41:59

1M ago41:59

41:59

What’s your firm really worth—and how do you unlock that value? In this episode, David DeCelle sits down with Scott Leak, CFP® and CEPA, Senior Consultant at FP Transitions, one of the most trusted firms in the advisory M&A and valuation space. With over 17,000 valuations under their belt and 100+ M&A deals last year alone, FP Transitions has a uni…

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Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai 35:36

2M ago35:36

35:36

In this episode, David DeCelle, CEO of ModelFA, sits down with Matthew Awai of Advisor Tech Partners to explore how financial advisors can streamline operations, automate tasks, and reclaim valuable time in their business. Matthew shares his journey from working at a broker-dealer to co-founding Advisor Tech Partners, and dives into real-world auto…

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Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller 41:56

2M ago41:56

41:56

This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated subdocs. They work with clients ranging from $500 millio…

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Mark Bowen | How City almost signed Messi, Palace WON the FA Cup & Europa League Final Combined XI! 1:13:55

2M ago1:13:55

1:13:55

Former Reading head of football operations Mark Bowen is our next special guest on the latest episode of No Tippy Tappy Football. Mark Bowen sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from the HUGE Europa League final to how close Manchester City were to signing Lionel Messi? Mark and Sam talk about the recent…

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Building a Culture of Collaboration: Lessons from Ed Kuresman 47:46

2M ago47:46

47:46

What's up Model FAs?! This week David interviews Ed Kuresman from Mai Capital Management about his career journey. Ed started in finance during the tech bubble, interned at Madison Financial Advisors, and grew the firm from $20 million to over $1 billion in assets. During this period Ed emphasized the importance of client referrals, a positive cult…

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Big Sam's SHOCK Manager of the Season Pick, Overachievers & His Biggest Flop REVEALED! 1:00:32

2M ago1:00:32

1:00:32

Natalie and Sam sit down and discuss all things football from the upcoming FA Cup final to Big Sam's Big Awards in this latest episode of No Tippy Tappy Football. Natalie and Sam talk about Nottingham Forest's owner entering the pitch to confront Nuno Espirito Santo and why they're having a fantastic season regardless of their recent dip in form. T…

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Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson 44:36

2M ago44:36

44:36

In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for ad…

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Simon Grayson | Leeds United's Promotion Party & Why Ollie Watkins should FORCE Arsenal move!! 48:39

3M ago48:39

48:39

Former Blackpool, Leeds, Huddersfield, Preston, Sunderland, Bradford, Fleetwood, Bengaluru and Lalitpur City manager Simon Grayson is our next special guest on the latest episode of No Tippy Tappy Football. Simon Grayson sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from Leeds' incredible title winning season to …

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The Power of Networking and Creating Personal Connections with Matt Middleton 51:01

3M ago51:01

51:01

Today we are joined by Matt Middleton, CEO of Future Proof, a media and events company aiming to modernize the wealth and investment management industry. Matt shares his journey from humble beginnings to founding Future Proof, emphasizing the importance of networking and personal connections. He discusses the company's unique approach, including ca…

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Financial Planning Revolution: Inside Domain Money with Joanne Bradford 53:24

3M ago53:24

53:24

Stand by Model FA’s! In this episode, Joanne Bradford (Chief Money Officer at Domain Money) reveals the future of personal finance, challenging traditional wealth management paradigms! Don't miss this game-changing conversation about money, technology, and personal empowerment! 🚀 Key Takeaways: Why most people between 35-45 desperately need a compr…

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Neil Warnock's Ultimate XI | Adel Taarabt WALKED OUT when he didn't win Player Of The Season at QPR! 12:27

3M ago12:27

12:27

Neil Warnock sits down with Sam Allardyce & Natalie Pike to discuss the players who make his Ultimate XI! How would Neil's prime Ultimate XI perform in the current Premier League and do you agree with his selection?By No Tippy Tappy Football with Sam Allardyce

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Rudy Gestede | Venkys' Ownership of Blackburn, Recruitment Plans and Rebuilding Fan Trust 53:21

3M ago53:21

53:21

Current Blackburn Rovers head of football operations Rudy Gestede is our next special guest on the latest episode of No Tippy Tappy Football. Rudy Gestede sits down alongside Sam Allardyce and Natalie Pike to discuss all things Blackburn from his appointment as head of football operations to what are the future aims for the club. Rudy and Sam talk …

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Unlocking Growth Strategies for Financial Advisors featuring Craig Butler 50:17

3M ago50:17

50:17

Check it out! Host David DeCelle interviews Craig Butler, Chief Growth Officer at Tru Independence, about business development and sales strategies. Tru Independence, which recently merged with Sanctuary Wealth, manages $45 billion in assets with 120 advisors. Craig emphasizes the importance of differentiating in a crowded market, offering comprehe…

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Wealth Management Reimagined: Institutional Insights featuring Jonathan Foster 1:02:35

3M ago1:02:35

1:02:35

In this episode of the Model FA podcast, David DeCelle, CEO of ModelFA, interviews Jonathan Foster, President and CEO of Angeles Wealth Management, a national wealth management firm serving ultra-high-net-worth families. Angeles Wealth Management has grown from $250 million in 2017 to $2 billion in 2022. Jonathan shares his journey from Institution…

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Sammy Lee | United's Keeper Issues, Ange's Future In Doubt & Is Salah Liverpool's GREATEST player? 57:26

3M ago57:26

57:26

Former Bolton, Liverpool, Southampton, England, Crystal Palace, Everton & West Brom coach Sammy Lee is our next returning special guest on the latest episode of No Tippy Tappy Football. Sammy Lee sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his relationship as Sam's right hand man to why Mo Salah is one of …

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George Boateng | Big Sam's Managerial Tips & Why Simon Jordan is WRONG about Marcus Rashford! 50:44

4M ago50:44

50:44

George Boateng sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his playing days in the Premier League to making those first steps towards becoming a manager. George and Sam talk about getting into football management, football styles of play and why you need to be able to adapt to stay in the game long term. T…

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Life Planning: Discover Your Full Potential with Phil Weiss 42:58

4M ago42:58

42:58

Buckle up Model FAs! In this episode David sits down with Phil Weiss to discuss the critical importance of talking to your clients about Life Planning. Phil shares his 3 favorite questions that will change your life as he and David discuss discovering your potential and the nuances of financial planning from overcoming college debt to planning for …

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Billy Davies | The Derby vs Forest Rivalry, The Future of Reading & Why Leeds NEED to drop Meslier! 1:04:15

4M ago1:04:15

1:04:15

Former Motherwell, Preston, Derby & Nottingham Forest manager...Billy Davies is our next special guest on the latest episode of No Tippy Tappy Football. Billy Davies sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his time managing Derby & Nottingham Forest to why Leeds are starting to slip at bit in the Champ…

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A Journey of Purpose, Financially and Spiritually with Gary Sirak 47:43

4M ago47:43

47:43

In this episode, David is joined by Gary Sirak is an experienced financial advisor who has been in the industry for 45 years. He wrote a book called "How to Retire and Not Die" based on his experiences seeing clients struggle with retirement. The key themes of the book are purpose, passion, and having a plan for retirement. Gary emphasizes the impo…

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The Importance of Specialization: Amir Noor’s Perspective on Different Types of FAs 39:56

4M ago39:56

39:56

In this episode of the Model FA podcast, David DeCelle is joined by Amir Noor, CFP®, EA to discuss his journey in the financial industry. Amir started at 16, working his way up from life insurance paperwork to becoming a licensed advisor. He transitioned to a fee-only firm, offering a $400/month subscription model, which grew to over 50 clients in …

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Ultimate XI with Bryan Robson | Is this the GREATEST Manchester United team of all time??? 8:54

4M ago8:54

8:54

Bryan Robson sits down with Sam Allardyce & Natalie Pike to discuss the players who make his Manchester United Ultimate XI! How would Bryan's prime Ultimate XI perform against the current Manchester United team and do you agree with his selection?By No Tippy Tappy Football with Sam Allardyce

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Navigating the Third Act: Joe Jordan on Purpose-Driven Retirement Planning 38:47

4M ago38:47

38:47

In this week's episode of the Model FA Podcast, David DeCelle interviews Joe Jordan, a renowned behavioral finance expert and author of "Living a Life of Significance," which has sold over 150,000 copies in five languages. Joe shares his journey from starting in financial services while still in college to his modern day roles and ventures. He emph…

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From Author to Authority with Paul McManus 42:28

5M ago42:28

42:28

In this episode of the Model FA podcast, David DeCelle is joined by Paul McManus, a best-selling author and financial services expert, about the benefits of writing short books for financial advisors. Paul explains that writing a book helps advisors position themselves as educators rather than salespeople, shortening sales cycles and building trust…

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Charlie Adam's Ultimate XI | Luis Suarez & Jamie Carragher used to kick LUMPS out of each other!!! 12:22

5M ago12:22

12:22

Charlie Adam sits down with Sam Allardyce & Natalie Pike to discuss the players who make his Ultimate XI! How would Charlie's prime Ultimate XI perform in the current Premier League and do you agree with his selection?By No Tippy Tappy Football with Sam Allardyce

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Retro Rewind | Big Sam REACTS To Classic Football Shirts Throughout His Career! 45:14

5M ago45:14

45:14

Big Sam & Natalie sit down for a different kind of episode as they take walk down memory lane thanks to our friends at Classic Football Shirts. Sam and Natalie react to various shirts from Sam's playing career including his 1978 second division title with Bolton Wanderers as well as from his time in America with the Tampa Bay Rowdies. We then move …

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Creating Memorable Events with Angela York & Elyse Stoner 59:04

5M ago59:04

59:04

In this episode of the Model FA podcast, David DeCelle is joined by Angela York and Elyse Stoner, co-founders of Event Advisors, to explore the art of creating unique and memorable events that not only drive business but also help deepen relationships. They share their expert insights on how events can be leveraged as powerful tools for growth, con…

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Andy Townsend | Maresca is WASTING Palmer, Living with Paul Gascoigne & Salah to win the Ballon d'Or 1:03:57

5M ago1:03:57

1:03:57

Former Southampton, Norwich, Chelsea, Aston Villa, Middlesbrough, West Brom and Ireland midfielder Andy Townsend is our next special guest on the latest episode of No Tippy Tappy Football. Andy Townsend sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from being a voice on the iconic FIFA video games to living with …

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Phil Jones | United Fans Are The BEST In The World, Calls With Sir Alex & DREAM To Manage Blackburn! 1:06:14

5M ago1:06:14

1:06:14

Former Blackburn & Manchester United defender Phil Jones is our next special guest on the latest episode of No Tippy Tappy Football. Phil Jones sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from making his debut under Sam at Blackburn to signing for Sir Alex Ferguson and Manchester United. Phil and Sam talk about…

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Rick Burgess' Unique Approach to Balancing Business and Creativity 44:48

5M ago44:48

44:48

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 the financial industry handles p…

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Phil Thompson | Soccer Saturday Fallout, THAT Robbie Fowler Feud & Big Sam Slams The Venky’s!!! 1:01:27

5M ago1:01:27

1:01:27

Former Soccer Saturday pundit & Liverpool Phil ‘Thommo’ Thompson is our next special guest on the latest episode of No Tippy Tappy Football. Phil Thompson sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from why anyone can win the FA Cup to those Soccer Saturday glory days. Phil and Sam talk about his time working …

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MFA Exchange Exclusive: February DDG 37:13

5M ago37:13

37:13

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 client interactions. The conversation …

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Alan McInally | Soccer Saturday Secrets, EXCITING Rashford Signing & Why Celtic Fans Are The BEST! 41:39

6M ago41:39

41:39

Former Ayr United, Celtic, Aston Villa, Bayern Munich & Kilmarnock forward, Alan McInally is our next special guest on the latest episode of No Tippy Tappy Football. Alan McInally sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from Aston Villa's super season to why Celtic fans are the best in the world. Alan and S…

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An Unrivaled Passion for Operational Efficiency with Jason Mirabella 35:56

6M ago35:56

35:56

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 $2.1-2.3 billion RIA. He explains the impor…

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Tore Andre Flo | The PRESSURE Of Playing For Rangers, Genius Gianfranco Zola & Love For Leeds United 1:03:30

6M ago1:03:30

1:03:30

Former Chelsea, Rangers, Sunderland, Leeds & Norway forward, Tore Andre Flo is our next special guest on the latest episode of No Tippy Tappy Football. Tore Andre Flo sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his time at Chelsea to the rise of Erling Haaland. Tore and Sam talk about his time at Chelsea a…

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Rene Meulensteen | DANGEROUS Amorim quotes, Bruno is NEVER a captain & Big Sam back to Bolton!? 52:12

6M ago52:12

52:12

Former Manchester United coach Rene Meulensteen is our returning special guest on the latest episode of No Tippy Tappy Football. Rene Meulensteen sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from Manchester United's tactics to would Sam return to Bolton? Rene and Sam talk about the current state of Bolton Wander…

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Navigating Compliance, Creativity, and Growth: Lessons from a Financial Marketing Trailblazer with David Newson 54:10

6M ago54:10

54:10

In this episode of the Model FA Podcast, host David DeCelle sits down with David Newson, the founder and CEO of XNW Digital, to explore his remarkable journey into the financial planning industry. From his unexpected start in the shoe department at Nordstrom to his foray into the world of behavioral healthcare, Newson's path has been anything but c…

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Karl Robinson | Facing Off Against Pep Guardiola, The Art Of Scouting & Would Sam return to Bolton? 1:05:44

6M ago1:05:44

1:05:44

Salford City manager Karl Robinson is our returning special guest on the latest episode of No Tippy Tappy Football. Karl Robinson sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from Salford's recent FA Cup tie against Manchester City to why Scouting is an art form. Karl and Sam talk in great depth about preparing …

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Get a sneak peek at the interesting conversations happening inside of the Exchange! 47:14

6M ago47:14

47:14

In this exciting episode of the Model FA Podcast, co-founders David DeCelle, Graham Gardner, and Dan Allison share fresh insights and actionable strategies straight from their thriving membership platform, The Exchange. Each month, they highlight key posts, discussions, and breakthroughs from within the community that offer high-value advice to fin…

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Charlie Adam | Why Trent Will LEAVE Liverpool, Becoming A Manager & Ian Holloway’s Teddy Bears! 59:07

7M ago59:07

59:07

Former Rangers, Blackpool, Liverpool, Stoke, Reading & Dundee midfielder Charlie Adam is our special guest on the latest episode of No Tippy Tappy Football. Charlie Adam sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his time in the Premier League to his most recent role as Fleetwood Town manager. Charlie and…

1
The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad 46:17

7M ago46:17

46:17

In this episode of the ModelFA Podcast, David DeCelle is rejoined by Kristin Harad, a business and marketing coach for RIA leaders and independent financial advisors. Kristin shares tactical advice on content creation, leveraging LinkedIn, improving prospect follow-up, and enhancing client engagement to drive referrals. Key Moments: [1:37] Kristin …

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Updated PL Prediction | Man City Fall Off, Forest To Finish In Europe & Who Can Stop Liverpool? 23:43

7M ago23:43

23:43

Former Portsmouth, Swindon, Brentford, Stoke, Leeds, Luton, Sheffield United & Bradford forward Chris Kamara is our special guest on the latest episode of No Tippy Tappy Football. Chris Kamara sits down alongside Sam Allardyce and Natalie Pike to look back on our pre-season predictions as well as give updated thoughts on the current Premier League …

1
Chris Kamara | Phone Calls From Jose Mourinho, Jokes With Roy Keane & The PERFECT Christmas Dinner! 1:17:36

7M ago1:17:36

1:17:36

Former Portsmouth, Swindon, Brentford, Stoke, Leeds, Luton, Sheffield United & Bradford forward Chris Kamara is our special guest on the latest episode of No Tippy Tappy Football. Chris Kamara sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his playing days against Sam to his legendary career in television. Ch…

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From Accounting to Entrepreneurship: Gerry Spitzer’s Journey to Building a Thriving Independent Firm 39:47

7M ago39:47

39:47

In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the r…

1
James Allcott | How To STOP Arsenal's Corners, Chelsea ARE Title Contenders & More Man United Drama! 1:03:13

7M ago1:03:13

1:03:13

James Allcott sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from stopping Arsenal's corners to life as a QPR fan. James and Sam talk about the recent on & off the field issues with both Manchester Clubs including INEOS' decision to sack Dan Ashworth, increase children's tickets and continue making staff redundanc…

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Steve Round | Working With Mikel Arteta, Moyes Back To Everton & Is Van Dijk The BEST Defender? 58:41

8M ago58:41

58:41

Former Derby, Middlesbrough, England, Newcastle, Everton, Manchester United & Arsenal assistant coach Steve Round is our special guest on the latest episode of No Tippy Tappy Football. Steve Round sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from working with Mikel Arteta at Arsenal to learning from the legendar…