Best Model FA Podcasts (2024)

1
Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! 1:37:11

1h ago1:37:11

1:37:11

On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized co…

1
145. ADHD and Eating Disorders with Brittany Modell MS, RD, CDN 39:02

3d ago39:02

39:02

ADHD + a complicated relationship with food = a recipe for disaster. Am I right? If you’ve ever found yourself forgetting key ingredients at the grocery store or using snacks to calm your brain from its chaotic circus act. If you're nodding along and thinking, "Yep, that's me," then listen up. In this episode, I’m joined by Brittany Modell, a regis…

1
145. ADHD and Eating Disorders with Brittany Modell MS, RD, CDN 39:02

1h ago39:02

39:02

ADHD + a complicated relationship with food = a recipe for disaster. Am I right? If you’ve ever found yourself forgetting key ingredients at the grocery store or using snacks to calm your brain from its chaotic circus act. If you're nodding along and thinking, "Yep, that's me," then listen up. In this episode, I’m joined by Brittany Modell, a regis…

1
144. Eating Disorder Prevention with Dr. Marcy Forta 49:24

2d ago49:24

49:24

Flashback to your teenage years. What a blissful, uncomplicated time... said no one ever. Adolescence can be a confusing time—so confusing, in fact, that most of us can’t even make sense of our own teenage years even as adults. Prevention happens during these years, and because of that they are complicated. But here’s the thing: preventing eating d…

1
144. Eating Disorder Prevention with Dr. Marcy Forta 49:24

2d ago49:24

49:24

Flashback to your teenage years. What a blissful, uncomplicated time... said no one ever. Adolescence can be a confusing time—so confusing, in fact, that most of us can’t even make sense of our own teenage years even as adults. Prevention happens during these years, and because of that they are complicated. But here’s the thing: preventing eating d…

1
143. Normal Moms and Real Solutions 21:42

11d ago21:42

21:42

Calling moms everywhere: if you have ever found yourself standing in front of the fridge, starving but too tired to decide between a sandwich or just grabbing the entire pint of ice cream, then stick with me, because I’m talking to you. Mom life is amazing (read: exhausting). But let’s be real, it’s all about balancing both motherhood and a healthy…

1
143. Normal Moms and Real Solutions 21:42

7d ago21:42

21:42

Calling moms everywhere: if you have ever found yourself standing in front of the fridge, starving but too tired to decide between a sandwich or just grabbing the entire pint of ice cream, then stick with me, because I’m talking to you. Mom life is amazing (read: exhausting). But let’s be real, it’s all about balancing both motherhood and a healthy…

1
Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell 51:52

10d ago51:52

51:52

In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significan…

1
Creating Long Lasting Relationships with Michael Hanna 38:29

17d ago38:29

38:29

Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared …

1
142. Are Eating Disorders Considered Addictions? with Iris Epstein RD, CDCES, CEDS-S, CAI 47:08

24d ago47:08

47:08

Are eating disorders actually a type of addiction? It’s easy to think of eating disorders as, well, a disorder. But when we start to really dive into the nitty gritty, are they actually considered an addiction? In today’s episode, I am joined by Iris Epstein. Since 2004, Iris Epstein RD, CDCES, CEDS-S, CAI has focused her career on eating disorder …

1
142. Are Eating Disorders Considered Addictions? with Iris Epstein RD, CDCES, CEDS-S, CAI 47:08

24d ago47:08

47:08

Are eating disorders actually a type of addiction? It’s easy to think of eating disorders as, well, a disorder. But when we start to really dive into the nitty gritty, are they actually considered an addiction? In today’s episode, I am joined by Iris Epstein. Since 2004, Iris Epstein RD, CDCES, CEDS-S, CAI has focused her career on eating disorder …

1
141. The Problem With Our Culture and How To Change It with Michael Levine, Ph.D., FAED 54:39

1M ago54:39

54:39

How do we challenge cultural norms when society has a strong perception of how things “should” be? Cultural and environmental factors undeniably influence our understanding and experience of our relationship with food and our bodies. But, let’s reconsider them. This is an opportunity to examine how our personal, professional, and political actions …

1
141. The Problem With Our Culture and How To Change It with Michael Levine, Ph.D., FAED 54:39

1M ago54:39

54:39

How do we challenge cultural norms when society has a strong perception of how things “should” be? Cultural and environmental factors undeniably influence our understanding and experience of our relationship with food and our bodies. But, let’s reconsider them. This is an opportunity to examine how our personal, professional, and political actions …

1
Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip 57:41

1M ago57:41

57:41

In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about …

1
140. Cliff Notes: Everything You Need to Know About Eating Disorder Treatment Before You Begin 19:10

1M ago19:10

19:10

The idea of eating disorder treatment can feel very overwhelming. If you aren’t sure where to start, then this episode is for you. Think of it as your crash course—because who doesn't love a good cliff notes version? When it comes to eating disorder treatment, building an outpatient team (if we’ve excluded higher level of care for now) is probably …

1
140. Cliff Notes: Everything You Need to Know About Eating Disorder Treatment Before You Begin 19:10

1M ago19:10

19:10

The idea of eating disorder treatment can feel very overwhelming. If you aren’t sure where to start, then this episode is for you. Think of it as your crash course—because who doesn't love a good cliff notes version? When it comes to eating disorder treatment, building an outpatient team (if we’ve excluded higher level of care for now) is probably …

1
139. Fertility and Nutrition with Rachelle Mallik MA, RD, LDN 38:14

2M ago38:14

38:14

How many old wives’ tales have you heard about nutrition and fertility? More importantly, how often have doctors told you that intentional weight loss will miraculously improve your IVF outcomes? If you’re even slightly “overweight” and experiencing fertility issues, it’s common for doctors to subtly (or not so subtly) suggest you “lose a little we…

1
139. Fertility and Nutrition with Rachelle Mallik MA, RD, LDN 38:14

2M ago38:14

38:14

How many old wives’ tales have you heard about nutrition and fertility? More importantly, how often have doctors told you that intentional weight loss will miraculously improve your IVF outcomes? If you’re even slightly “overweight” and experiencing fertility issues, it’s common for doctors to subtly (or not so subtly) suggest you “lose a little we…

1
138. Substance Use and Eating Disorders with Sydney Greene, MS, RDN 45:37

2M ago45:37

45:37

Have you ever noticed how sometimes substance use and eating disorders are intertwined? It turns out, these issues like to hang out together more often than not, complicating treatment and recovery. So, why do we keep these so separate in our conversations? There’s this illusion that some people can juggle their substance use with such precision. S…

1
138. Substance Use and Eating Disorders with Sydney Greene, MS, RDN 45:37

2M ago45:37

45:37

Have you ever noticed how sometimes substance use and eating disorders are intertwined? It turns out, these issues like to hang out together more often than not, complicating treatment and recovery. So, why do we keep these so separate in our conversations? There’s this illusion that some people can juggle their substance use with such precision. S…

1
Scaling Your Business Without Losing Your Mind with Tammy Lee 36:42

2M ago36:42

36:42

In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building ca…

1
137. Eating Disorder Recovery Cannot Happen Without This 16:10

2M ago16:10

16:10

Recovery is overwhelming. If it feels like trying to solve a Rubik’s cube blindfolded, you’re not alone. But guess what? There’s one (okay, maybe two, but let’s not split hairs) thing that’s crucial for recovery to happen. Just one. And that is: eating adequately and consistently. It's the magic bullet that helps decrease food obsessions, restores …

1
137. Eating Disorder Recovery Cannot Happen Without This 16:10

2M ago16:10

16:10

Recovery is overwhelming. If it feels like trying to solve a Rubik’s cube blindfolded, you’re not alone. But guess what? There’s one (okay, maybe two, but let’s not split hairs) thing that’s crucial for recovery to happen. Just one. And that is: eating adequately and consistently. It's the magic bullet that helps decrease food obsessions, restores …

1
136. Critical Thinking about Anti-Diet Messages 18:51

2M ago18:51

18:51

“This intuitive eating thing is BS, I tried it and it didn’t work.” Sound familiar? Trust me, you’re not alone. Today we’re talking about another hot topic that’s been buzzing all over social media, popping up in emails and filling my DMs. \ That’s right, we’re talking about critical thinking in the realm of anti-diet messaging. Tweetable Quotes "I…

1
136. Critical Thinking about Anti-Diet Messages 18:51

2M ago18:51

18:51

“This intuitive eating thing is BS, I tried it and it didn’t work.” Sound familiar? Trust me, you’re not alone. Today we’re talking about another hot topic that’s been buzzing all over social media, popping up in emails and filling my DMs. \ That’s right, we’re talking about critical thinking in the realm of anti-diet messaging. Tweetable Quotes "I…

1
Finding the Right Investment Partner with Eric Stein 40:23

2M ago40:23

40:23

In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our ind…

1
135. Relationships with Eli Weinstein LCSW 44:12

3M ago44:12

44:12

Saying “no” sometimes means saying “yes”. Okay, don’t let me misguide you here. What I mean, is that sometimes when you say “no” in one area of your life, you’re often saying “yes” to another. When you say “no” to working overtime, you are saying “yes” to spending time with your family. When you say “no” to going out for drinks on a Friday evening,…

1
135. Relationships with Eli Weinstein LCSW 44:12

3M ago44:12

44:12

Saying “no” sometimes means saying “yes”. Okay, don’t let me misguide you here. What I mean, is that sometimes when you say “no” in one area of your life, you’re often saying “yes” to another. When you say “no” to working overtime, you are saying “yes” to spending time with your family. When you say “no” to going out for drinks on a Friday evening,…

1
134. GLP Medications and Eating Disorders with Dr. Kim Dennis 48:25

3M ago48:25

48:25

Remember the last time we dipped our toes into the hot world of Ozempic and other GLP meds? Yeah, we barely scratched the surface. The world is absolutely obsessed with GLP medications, and the more we know, the better we can make informed decisions—without all the drama, please. But honestly, conversations around Ozempic, Wegovy, and other GLP med…

1
134. GLP Medications and Eating Disorders with Dr. Kim Dennis 48:25

3M ago48:25

48:25

Remember the last time we dipped our toes into the hot world of Ozempic and other GLP meds? Yeah, we barely scratched the surface. The world is absolutely obsessed with GLP medications, and the more we know, the better we can make informed decisions—without all the drama, please. But honestly, conversations around Ozempic, Wegovy, and other GLP med…

1
133. 5 Tips for Summer and Body Image/"Out of Control" Food Struggles 11:50

3M ago11:50

11:50

Ah, summer—the time of year when the sun is blazing, the BBQs are sizzling, and the body image issues are... lurking. If the thought of putting on your swimsuit and being invited to a pool party sends shivers down your spine, you're not alone. There’s an often misunderstood world of intuitive eating. Sure, it’s all about “all foods fit” and “no foo…

1
133. 5 Tips for Summer and Body Image/"Out of Control" Food Struggles 11:50

3M ago11:50

11:50

Ah, summer—the time of year when the sun is blazing, the BBQs are sizzling, and the body image issues are... lurking. If the thought of putting on your swimsuit and being invited to a pool party sends shivers down your spine, you're not alone. There’s an often misunderstood world of intuitive eating. Sure, it’s all about “all foods fit” and “no foo…

1
132. Parents and Families with Judy Krasna from FEAST 42:23

4M ago42:23

42:23

You know, parents have an intuition for a reason. If you ever feel like your child is getting worse or not receiving the right treatment, trust your gut and seek alternatives. Many listeners have requested episodes focused on parents and families dealing with eating disorders. We usually address the issues from the perspective of those struggling o…

1
132. Parents and Families with Judy Krasna from FEAST 42:23

4M ago42:23

42:23

You know, parents have an intuition for a reason. If you ever feel like your child is getting worse or not receiving the right treatment, trust your gut and seek alternatives. Many listeners have requested episodes focused on parents and families dealing with eating disorders. We usually address the issues from the perspective of those struggling o…

1
Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe 47:47

3M ago47:47

47:47

Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…

1
131. Real Nutrition Information Minus the Shame with Claire Chewning RDN 25:19

4M ago25:19

25:19

Are you team strict diet or team intuitive eating? Or maybe, the team thing is kind of ridiculous. When it comes to nutrition, it often feels like we're stuck between two opposing camps: those who are all about strict diets and scientific nutrition, and those who advocate for intuitive eating. It’s like there’s an invisible line, and folks tend to …

1
131. Real Nutrition Information Minus the Shame with Claire Chewning RDN 25:19

4M ago25:19

25:19

Are you team strict diet or team intuitive eating? Or maybe, the team thing is kind of ridiculous. When it comes to nutrition, it often feels like we're stuck between two opposing camps: those who are all about strict diets and scientific nutrition, and those who advocate for intuitive eating. It’s like there’s an invisible line, and folks tend to …

1
130. So You Think Processed Foods Caused Obesity and the Answer is Weight Loss 18:59

4M ago18:59

18:59

What is really considered an “expert” opinion? When we talk about topics like weight loss or body positivity from an emotional angle, it's easy to paint the other side as the villain. It's tempting to accuse those advocating for weight loss of spreading misinformation or manipulating the truth. It’s tempting to speak with cynicism and sarcasm and s…

1
130. So You Think Processed Foods Caused Obesity and the Answer is Weight Loss 18:59

4M ago18:59

18:59

What is really considered an “expert” opinion? When we talk about topics like weight loss or body positivity from an emotional angle, it's easy to paint the other side as the villain. It's tempting to accuse those advocating for weight loss of spreading misinformation or manipulating the truth. It’s tempting to speak with cynicism and sarcasm and s…

1
Building Your Financial Brand Online with Nick Meyer and Nate Hoskin 1:10:55

4M ago1:10:55

1:10:55

In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …

1
129. The Deeper Meaning of Your Eating Disorder + What to Do About It with Karen Koenig MED, LCSW 41:58

4M ago41:58

41:58

Communication shapes our world. The words we use don't just reflect our thoughts; they shape our experiences, both internally and in our relationships with others. We often ask: What's the deeper meaning behind someone's struggle with food? What could be going on beneath the surface? While these questions are important, we should also be thinking o…

1
129. The Deeper Meaning of Your Eating Disorder + What to Do About It with Karen Koenig MED, LCSW 41:58

4M ago41:58

41:58

Communication shapes our world. The words we use don't just reflect our thoughts; they shape our experiences, both internally and in our relationships with others. We often ask: What's the deeper meaning behind someone's struggle with food? What could be going on beneath the surface? While these questions are important, we should also be thinking o…

1
128. Sex and Eating Disorders with Dr. Judith Brisman 48:46

5M ago48:46

48:46

Food, desire, intuition, and… sex. We often get stuck in the food and body image loop when discussing eating disorders. But let's be real, it's so much more than that! Our relationship with food and our bodies spills over into every aspect of our lives, especially anything that connects with our desires, including our sexual desires and intimacy. T…

1
128. Sex and Eating Disorders with Dr. Judith Brisman 48:46

5M ago48:46

48:46

Food, desire, intuition, and… sex. We often get stuck in the food and body image loop when discussing eating disorders. But let's be real, it's so much more than that! Our relationship with food and our bodies spills over into every aspect of our lives, especially anything that connects with our desires, including our sexual desires and intimacy. T…

1
Special Announcement! 4:08

5M ago4:08

4:08

Check out all of the things we have going on this month! Body Image. WTF Even Is it? - Body Image group hosted by myself and Sydney Green. Book your intro call with Sydney to sign up today! Resistance in Treatment - Eating Disorder Edition Webinar - happening on May 31st at 11am EST! Grab your spot now!…

1
Special Announcement! 4:08

5M ago4:08

4:08

Check out all of the things we have going on this month! Body Image. WTF Even Is it? - Body Image group hosted by myself and Sydney Green. Book your intro call with Sydney to sign up today! Resistance in Treatment - Eating Disorder Edition Webinar - happening on May 31st at 11am EST! Grab your spot now!…

1
127. Response to Washington Post's "As Obesity Rises, Big Food, and Dietitians Push ‘Anti-Diet’ Advice." 20:11

5M ago20:11

20:11

“The food industry pays ‘influencer’ dietitians to shape your eating habits”. Yep, you read that right. Recently, the Washington Post put out an article, and it's stirring the pot on a topic close to my heart: the Anti-Diet movement. So let’s stir the pot on this article. Basically, the gist of the article is that big food companies, like General M…

1
127. Response to Washington Post's "As Obesity Rises, Big Food, and Dietitians Push ‘Anti-Diet’ Advice." 20:11

5M ago20:11

20:11

“The food industry pays ‘influencer’ dietitians to shape your eating habits”. Yep, you read that right. Recently, the Washington Post put out an article, and it's stirring the pot on a topic close to my heart: the Anti-Diet movement. So let’s stir the pot on this article. Basically, the gist of the article is that big food companies, like General M…

1
Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto 42:39

5M ago42:39

42:39

In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…

1
The Power of Thoughtful Client Connections with Kristin Harad 46:16

5M ago46:16

46:16

In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…

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