Best David DeCelle Podcasts (2025)

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EP758 - David DeCelle on Value Acceleration and Exit Planning for Business Owners 42:01

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29d ago42:01

42:01

In this episode of Chasing the Insights, I talk to David DeCelle. David talks to us about Value Acceleration and Exit Planning for Business Owners. David DeCelle is the CEO and driving force behind Model FA, a consultancy devoted to helping financial advisors scale their practices, and the co-founder of The Exchange, an exclusive peer-to-peer forum…

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EP767 - Noel Massie on instilling value based leadership development into your frontline leaders 38:39

4d ago38:39

38:39

In this episode of Chasing the Insights, I talk to leadership expert and author Noel Massie. Noel talks to us about instilling value based leadership development into your frontline leaders. Noel Massie began working for UPS part time during college and rose through the ranks to become vice president for UPS’s US Delivery Operations. Before his ret…

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EP766 - Dain Dunston on how to access the Essential Self 40:24

6d ago40:24

40:24

In this episode of Chasing the Insights, I talk to author and advisor Dain Dunston. Dain talks to us about how to access the Essential Self. Dain Dunston has spent 30 years as an advisor and coach to leaders, helping them frame the foundation of their personal and professional journeys. He is author of Being Essential: Seven Questions for Living an…

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Transforming Client Connections with Nick Davies 40:22

7d 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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EP765 - John Horn on why businesses should be taking Google Ads seriously 32:03

9d ago32:03

32:03

In this episode of Chasing the Insights, I talk to digital marketing expert John Horn. John talks to us about why businesses should be taking Google Ads seriously. John Horn is the CEO of StubGroup, a Premier Google Partner marketing agency that specializes in helping businesses grow through data-driven digital marketing strategies. With a passion …

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EP764 - Dr. Deepak Bhootra on how AI on top of a bad process just scales the garbage 47:05

12d ago47:05

47:05

In this episode of Chasing the Insights, I talk to sales guru Dr. Deepak Bhootra. Dr. Deepak talks to us about how AI on top of a bad process just scales the garbage. Dr. Deepak Bhootra is a business growth strategist, sales performance coach, and founder of Jabulani Consulting LLC, where he blends behavioral psychology, structured sales systems, a…

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

14d 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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EP763 - Louis O Connor on how can we profit from the "path of progress" 31:32

15d ago31:32

31:32

In this episode of Chasing the Insights, I talk to rare earth expert Louis O Connor. Louis talks to us about how can we profit from the "path of progress". Louis O Connor is the founder of Strategic Metals Invest. Born in Ireland. Fluent in Irish, English, German, and Spanish. Lived in Germany for 10 years, 20 years in the Americas, and now back in…

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EP762 - Jerry Jamison on the process of writing a book 38:23

18d ago38:23

38:23

In this episode of Chasing the Insights, I talk to best-selling author Jerry Jamison. Jerry talks to us about the process of writing a book. Jerry Jamison is a highly accomplished, award-winning advertising copywriter with over 40 years of experience in the industry. Throughout his illustrious career, he has received more than 60 national writing c…

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

21d 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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EP761 - Bart Merrell on how to identify your ideal side hustle 42:19

21d ago42:19

42:19

In this episode of Chasing the Insights, I talk to the Side Hustle Samurai Bart Merrell. Bart talks to us about how to identify your ideal side hustle. Bart Merrell is an International Entrepreneur, Author and Monetize Your Mindset Presenter. Helped take the first commercial Bungee Jump to Japan. He is not sure if he is proud of it or not but he ju…

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EP760 - Dr. L. Ayu Saraswati on how to live with pain differently 37:13

23d ago37:13

37:13

In this episode of Chasing the Insights, I talk to Dr. L. Ayu Saraswati. Philippa talks to us about how to live with pain differently, in a way that is more life-sustaining and enchanting. Dr. L. Aya is the author and co-editor of five books, including Scarred: A Feminist Journey through Pain, which won 2024 Association of American Publishers PROSE…

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EP759 - Philippa Gamse on effective use of web analytics 35:13

26d ago35:13

35:13

In this episode of Chasing the Insights, I talk to Analytics expert Philippa Gamse. Philippa talks to us about effective use of web analytics. Philippa Gamse has clocked over 25 years in digital marketing strategy and analytics, consulted with nearly 500 clients, and worked with websites that have cumulatively generated hundreds of millions of doll…

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

28d 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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EP757 - Carrie Rickert on needing to remake oneself to reclaim personal value 38:29

1M ago38:29

38:29

In this episode of Chasing the Insights, I talk to author Carrie Rickert. Carrie talks to us about needing to remake oneself to reclaim personal value. Carrie Rickert is an accomplished author and the visionary founder & CEO of Nomis Advisors, a Stevensville, MD–based management consultancy. Over the past decade, she has partnered with hundreds of …

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

1M 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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EP756 - Tom Flatau on the impact of growth mindset vs fixed mindset 38:21

1M ago38:21

38:21

In this episode of Chasing the Insights, I talk to neuroscience specialist Tom Flatau. Tom talks to us about the impact of growth mindset vs fixed mindset. Tom Flatau is a globally recognised speaker and coach, neuroscience specialist, innovative trainer, and CEO of Teamworking International Ltd. Branded early in life as someone who was “good with …

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EP755 - Lara Briden on writing controversial books about women's health topics 42:37

1M ago42:37

42:37

In this episode of Chasing the Insights, I talk to Naturopath and best-selling author Lara Briden. Lara talks to us about writing controversial books about women's health topics. Lara Briden is a renowned naturopathic doctor and bestselling author, recognized for her expertise in women’s hormonal health. She is the author of Period Repair Manual, H…

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EP754 - Chuck Panzarella on how to do good and do well 41:12

1M ago41:12

41:12

In this episode of Chasing the Insights, I talk to Chuck Panzarella. Chuck talks to us about how to do good and do well. Chuck Panzarella is a multifaceted lawyer and entrepreneur whose career spans several industries and continents. As the founder of Consumer Action Law Group and the Consumer Center for Resources, Chuck has dedicated his professio…

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EP753 - Krystal Hille on how to overcome sabotage patterns when writing your book 35:32

1M ago35:32

35:32

In this episode of Chasing the Insights, I talk to author and publisher Krystal Hille. Krystal talks to us about how to overcome sabotage patterns when writing your book. Krystal Hille is the creator of The Aligned Author Pathway, a transformational book coach, and the CEO of Hille House Publishing. Coaches and healers hire her to elevate their exp…

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EP752 - Caroline Dowd-Higgins on Banishing Burnout and Boosting Productivity 35:28

2M ago35:28

35:28

In this episode of Chasing the Insights, I talk to executive coach Caroline Dowd-Higgins. Caroline talks to us about Banishing Burnout and Boosting Productivity. Caroline Dowd-Higgins is passionate about unlocking the art-of-the-possible in her work with individuals and organizations as a certified executive coach, a best-selling author, a dynamic …

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EP751 - Paul Davis on building a purpose-driven business 36:55

2M ago36:55

36:55

In this episode of Chasing the Insights, I talk to business coach Paul Davis. Paul talks to us about building a purpose-driven business. Paul Davis is the founder and lead consultant at Davis Business Consultants with a focus on helping entrepreneurs build a better business, a better life and a better world. With over 23 years of experience in busi…

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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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EP750 - R.T. Custer on taking on the big guys as a challenger brand 37:45

2M ago37:45

37:45

In this episode of Chasing the Insights, I talk to entrepreneur R.T. Custer. R.T. talks to us about taking on the big guys as a challenger brand. R.T. Custer is an entrepreneur, dreamer, and champion of American manufacturing. As the founder of Vortic Watch Company and Colorado Watch Company, R.T. has spent over a decade proving that high-quality w…

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EP749 - Mark Collins on "the pivot" - moving from one business or life focus to another 40:30

2M ago40:30

40:30

In this episode of Chasing the Insights, I talk to author and coach Mark Collins. Mark talks to us about "the pivot" - moving from one business or life focus to another. Mark Collins is the founder of Freedom For Life and the author of the transformational leadership book LIFE MASTERY: Living Life by Design, Not by Default. Through his Life Mastery…

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EP748 - Chris Duprey on how leader training is non-existent today and why that needs to change 47:07

2M ago47:07

47:07

In this episode of Chasing the Insights, I talk to leadership expert Chris Duprey. Chris talks to us about how leader training is non-existent today and why that needs to change. Chris Duprey has built his career—and his life—on the belief that every person has untapped potential waiting to be discovered. A former Army officer turned business leade…

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EP747 - Gui Costin on how to create a high performing sales team 37:55

2M ago37:55

37:55

In this episode of Chasing the Insights, I talk to sales legend Gui Costin. Gui talks to us about how to create a high performing sales team. Gui Costin is the Founder and CEO of Dakota, a leading financial, software, data, and media company based in Philadelphia, Pennsylvania. Under his leadership, Dakota launched Dakota Marketplace, a premier dat…

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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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EP746 - Jeremy Delk on finding your “why” 36:01

2M ago36:01

36:01

In this episode of Chasing the Insights, I talk to serial entrepreneur Jeremy Delk. Jeremy talks to us about finding your “why”. Jeremy Delk is a serial entrepreneur, investor, and author known for his ability to disrupt industries and drive innovation. With over two decades of experience, his ventures have generated hundreds of millions in revenue…

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EP745 - Dr. Talal H. Alsaleem on the process of writing books 39:51

2M ago39:51

39:51

In this episode of Chasing the Insights, I talk to author and marriage counselor Dr. Talal H. Alsaleem. Dr. Alsaleem talks to us about the process of writing books. Dr. Talal H. Alsaleem is an award-winning marriage counselor, researcher, and the father of modern infidelity counseling. He is the developer of Systematic Affair Recovery Therapy (SART…

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EP744 - Dana Lindahl on podcast guesting strategies 47:33

2M ago47:33

47:33

In this episode of Chasing the Insights, I talk to podcasting expert Dana Lindahl. Dana talks to us about podcast guesting strategies. Dana Lindahl, founder of a leading podcast booking agency, is all about connecting thought leaders with the audiences who need to hear them. With a knack for spotting great stories and amplifying them to their fulle…

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

2M 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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EP743 - Dr. Sam Adeyemi on "Start Before You're 'Ready' in Order to Reach Your Goals & Dreams" 34:11

2M ago34:11

34:11

In this episode of Chasing the Insights, I talk to leadership expert Dr. Sam Adeyemi. Dr. Sam talks to us about Starting Before You're 'Ready' in Order to Reach Your Goals & Dreams. Dr. Sam Adeyemi is a globally respected leadership expert, transformational coach, and strategic thinker helping leaders elevate their impact from the inside out. As CE…

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EP742 - Juliet Clark on building your own platform 41:31

2M ago41:31

41:31

In this episode of Chasing the Insights, I talk to publishing expert Juliet Clark. Juliet talks to us about building your own platform. Juliet Clark is a recognized authority in the publishing world, known for turning thought leaders into best-selling authors and powerful brand-builders. Featured on ABC, NBC, FOX, and Market Watch, Juliet is a dyna…

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EP741 - Carrie Kenner on the difference between a doula and a coach 36:14

2M ago36:14

36:14

In this episode of Chasing the Insights, I talk to doula expert Carrie Kenner. Carrie talks to us about the difference between a doula and a coach. Carrie Kenner is a doula expert. She writes, speaks, and educates about doulas, and has trained over 2,500 birth doulas in her career. As a business coach and mentor, she has helped hundreds of doulas l…

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EP740 - Cliff Nonnenmacher on Franchising 42:08

2M ago42:08

42:08

In this episode of Chasing the Insights, I talk to franchising king Cliff Nonnenmacher. Cliff talks to us about Franchising. Cliff Nonnenmacher began his career as an investment banker at Morgan Stanley. After leaving his Wall Street career in 2003, he acquired a Master Franchise for New York and Connecticut, diving headfirst into the franchising i…

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

2M 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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EP739 - Ken Cox on Managing AI Employees in your business 38:25

2M ago38:25

38:25

In this episode of Chasing the Insights, I talk to author and AI expert Ken Cox. Ken talks to us about Managing AI Employees in your business. Ken Cox is a tech entrepreneur, thought leader, and visionary at the forefront of the AI revolution. As President of Hostirian and founder of InLink.com, Ken is redefining the way businesses scale by pioneer…

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EP738 - Robert Common on the role of mindfulness in business 28:47

2M ago28:47

28:47

In this episode of Chasing the Insights, I talk to author and psychologist Robert Common. Robert talks to us about the role of mindfulness in business. Robert Common is the founder and CEO of The Beekeeper, an innovative mental health group that provides groundbreaking, ethical, and industry-disrupting services to an international clientele. With f…

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EP737 - Chris Hadnagy on the art of human hacking 35:03

3M ago35:03

35:03

In this episode of Chasing the Insights, I talk to human behavior expert Chris Hadnagy. Chris talks to us about the art of human hacking. Chris Hadnagy is a professional social engineer with 20 years experience, author of 5 books, professor of social engineering at University of Arizona and CEO of Innocent Lives Foundation. Chris Hadnagy is the Fou…

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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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EP736 - Richard John Allen on how to become an author - what challenges were faced 34:42

3M ago34:42

34:42

In this episode of Chasing the Insights, I talk to author and grief and loss expert Richard John Allen. Richard talks to us about how to become an author - what challenges were faced. Richard John Allen was born in Liverpool, England, and has called North Carolina, USA, home since 2001. After losing his father to cancer in November 2020, Richard be…

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EP735 - Jim Heininger on "Why rebrand" 35:50

3M ago35:50

35:50

In this episode of Chasing the Insights, I talk to the rebrand man Jim Heininger. Jim talks to us about "Why rebrand". Jim Heininger is the Rebrand Man. He leads the efforts of The Rebranding Experts, which he founded in 2017, after 30 years of business and brand strategy experience for P&G, McDonald’s, Anheuser-Busch and others. Rebranding Experts…

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EP734 - Mark Murphy on Hiring for Attitude 43:02

3M ago43:02

43:02

In this episode of Chasing the Insights, I talk to New York Times bestselling author Mark Murphy. Mark talks to us about Hiring for Attitude. Mark Murphy is a New York Times bestselling author whose groundbreaking book, Hiring for Attitude, has transformed the way companies hire and build high-performing teams. His pioneering research revealed that…

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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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EP733 - David Neagle on how to navigate uncertainty 37:54

3M ago37:54

37:54

In this episode of Chasing the Insights, I talk to best-selling author David Neagle. David talks to us about how to navigate uncertainty. David Neagle is a speaker, best-selling author, founder of the multimillion-dollar global consulting company Life Is Now, Inc, and host of the Business Daily News ranked podcast - The Successful Mind. David’s que…

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EP732 - Therman Trotman on how SharePoint is more relevant than ever 33:55

3M ago33:55

33:55

In this episode of Chasing the Insights, I talk to SharePoint guru Therman Trotman. Therman talks to us about how SharePoint is more relevant than ever. Therman Trotman is not your typical "IT Guy." With over 22 years of experience in the IT industry, Therman has helped hundreds of users improve their work using Microsoft 365 tools. He is passionat…

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EP731 - Ami Meoded on inspiration for innovation 38:33

3M ago38:33

38:33

In this episode of Chasing the Insights, I talk to innovator Ami Meoded. Ami talks to us about inspiration for innovation. Ami Meoded is a visionary entrepreneur and marketing leader with a rich background in developing innovative technological products and software that empower businesses and enhance customer behavior insights. Prior to his role a…

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EP730 - Scott Jones on AI trends 48:20

3M ago48:20

48:20

In this episode of Chasing the Insights, I talk to AI innovator Scott Jones. Scott talks to us about all the latest in AI trends. Scott Jones currently serves as VP of Product at Realeyes, a Vision AI company, where he's developing a groundbreaking platform that enables easy integration of lightweight Vision AI models. These models measure human at…

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

3M 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 …