Best Model FA Podcasts (2024)

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

3h 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
#114 Tyler Nelson — How Personal Morphology Affects Climbing Performance, Specificity, Unlevel Edges, Talon Grip, and Tim Gabbett’s Paradox 2:13:19

18m ago2:13:19

2:13:19

Dr. Tyler Nelson is the founder of Camp 4 Human Performance, a company focused on bringing the principles of sport science to climbing. Tyler is focused on being a cutting edge resource for training and rehabilitation of climbers. This means he is always knee deep in research papers from all sorts of sports and asking how we might apply those lesso…

1
Creating Long Lasting Relationships with Michael Hanna 38:29

3h 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
#113 Kevin Brown — Literally Everything Your Ever Wanted To Know About Chalk, Founding Friction Labs, Skin Farming, and How To Make Sure You Are Getting The Best Friction On Holds 1:25:20

19m ago1:25:20

1:25:20

This is the episode to learn everything about one of, if not the, most important parts of our climbing kit — chalk! The real topic here is how to maximize friction between your hands and the holds, which is crucial for sending your hardest. Kevin Brown joins the pod and goes deep on the science of how to get the best friction on holds. He talks abo…

1
#112 Paris 2024 Olympics — Professional Climber and Coach Tim Kang on The Results, The Routesetting, The Grades, and The Future of Competitions 2:06:24

1d ago2:06:24

2:06:24

Professional climber, coach, routesetter, and frequent Testpiece podcast guest, Tim Kang, is on the pod this week to share his thoughts about the Paris 2024 Olympics. Tim may be best known for his highball ascents that culminated in the film Focus, but Tim is also a seasoned competition climber with multiple World Cups under his belt. Tim loves com…

1
#111 Tom O’Halloran — How To Do Hard Moves, Using Boards To Climb Better Outside, Toes Knees Hips, Taping Correctly, and What The Olympics Are Like 2:23:48

8d ago2:23:48

2:23:48

Tom O’Halloran is arguably the best climber in Australia. He’s an Olympian, he’s climbed 15a and v14, and done FA’s nearly up to those grades as well. But the reason we wanted to have him on the podcast is because of the amazing YouTube content he puts out. He dives into the nuances of hard climbing in a way that actually helps people climb hard. T…

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

7d 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
#110 Ethan Salvo — Lessons From Climbing The Hardest Climb in Squamish [TWICE?!], Internal Vs External Motivations, and Transcending Grades 1:48:11

8d ago1:48:11

1:48:11

Ethan Salvo is back on the podcast! Ethan's first episode (linked here) was a fan favorite so when Josh visited Squamish for a few days they met up do an impromptu live/in-person recording. Since the last recording, Ethan has climbed arguably the hardest climb in Squamish, The Singularity. The experience he had on it was fascinating and made him qu…

1
#109 Noah & Benn Wheeler — The World’s Hardest Campus Move, Most Difficult Board Climbs, FA’ing V12 On 1st Day Outdoors, and How This Generation Sees The Future 2:11:36

24d ago2:11:36

2:11:36

Noah Wheeler and Benn Wheeler represent the next generation of climbers. At 21 and 19, they are some of the strongest board climbers in the world and their styles reflect that. They also are bring a unique point of view to the world of climbing content with their YouTube channel, Wheel Rock. These brothers have climbed up to V16 outdoors, FA’d up V…

1
#108 AJ [Alex Johnson] — 20 Years At The Top, The Evolution Of Climbing, Coaching Top Athletes, Climbing Drills, and Returning From A Major Injury 1:59:27

2M ago1:59:27

1:59:27

AJ has been competing at the highest level for decades. She has won multiple Bouldering World Cups and she climbs just as hard outdoors with her iconic send of The Swarm (v13/14) in Bishop which was recently featured in Reel Rock. AJ also coaches some of the top up and coming Youth Athletes (one of her athletes recently won Nationals), through her …

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
#107 Drew Ruana — Thinking Long Term, Grading The Hardest Blocs, Working Weaknesses, 3 Common Plateaus and How to Get Through Them 2:10:57

1M ago2:10:57

2:10:57

Drew Ruana is one of the strongest boulders in the world. Period. He over a hundred V14+ sends, and lots of then are V16. While some other climbers may have that amount of blocs under their belt, no one has accumulated this many in such a short time. Drew goes into his infamous “Send Colorado” journey, which is his goal to send all V14 and up bould…

1
#106 Felipe Camargo — An Unlikely Path To The Top, Finding Mentors, Training Hard By Yourself, Establishing Next Level Routes in Brazil, and Giving Back 1:36:36

1M ago1:36:36

1:36:36

Felipe Camargo is one of the top climbers in our sport with sends up to 9b and V15. That’s impressive… But what’s more impressive is that he began climbing Brazil where there was no professional climbers, no routes past 8b+, and no modern training facilities. Felipe managed to send the iconic 50m 9a+ Papichulo by mainly training on a 3x3m spray wal…

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
#105 Tim Kang — Going All In, The Most Important Moments for Growth, Embracing What Others Won’t, and The Difference Between Good and Great 2:07:50

2M ago2:07:50

2:07:50

Tim Kang is a frequent guest on the podcast, but now you get to hear him do a more typical interview. Tim is a professional climber and coach that has competed at the World Cup level, won a Psicobloc competition, climbed v14 and 5.14d, but he is best known for his daring sends of the wildest highballs in Bishop which culminated in the popular film …

1
#104 Greg Loh — Bouldering Pioneer, World’s Best Spotter, Belief Over Everything, Epic Midnight Lightning Story, Designing The 5.10 Dragons, and What Makes A Climber GREAT 2:20:47

2M ago2:20:47

2:20:47

Greg Loh was one of the strongest boulders in the world during the mid 90’s and early 00’s. He traveled all over the world putting up FA’s of V13+ and climbing with the best. He competed in WC’s, the X-Games, and even won Nationals twice for speed climbing. He is known for being one of the first people who truly embraced bouldering as a discipline …

1
#103 T&J — The Opposite Of Flow, Woods and Wheelers, Keeping Your Feet On, and Respect Every Climb[er] 1:58:08

2M ago1:58:08

1:58:08

Entitlement is the opposite of flow and perhaps the most damaging frame to have over the long term in your climbing. This can come from training, previous sends, or comp placement. Hear stories about Daniel Woods and other pro-climbers who have avoided this frame. And hear from Tim Kang and Josh Horsley about how they coach others and themselves to…

1
#102 The Tension Crew — Ultimate Board Climbing Deep Dive, History of Boards, Best Board Practices, Training on Boards, The Future of Boards, and Undeniable Vibes 2:26:24

2M ago2:26:24

2:26:24

We love board climbing. And if you do too, or even if you are just board curious, this episode it for you. The history of boards, board training, board ethics, board best practices, the future of boards. BOARDS!! This was a special in person recording in Colorado with part of the Tension Climbing crew (Will Anglin, Michael Rosato, and Quinn Spadafo…

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
#101 Dave Burleson — How To Be A Pro Climber, What Pro’s Actually Earn, The Tension Between Passion And Professionalism, and Contract Negotiation 101 2:31:11

3M ago2:31:11

2:31:11

Dave Burleson is one of the top agents for professional climbers. He's part of Reppa Athlete Managment that represents athletes like Sean Bailey, Nathaniel Coleman, Nina Williams, Jesse Grupper… the list goes on, but all of them have been on the podcast so we put them here first! Before being an agent, Dave worked at the iconic brands Petzl and The…

1
#100 T&J — The Simple Path To Being Great, The Real Role Of Strength, Dealing With Tweaky Moves, Moonboard 2024, Amazing Media Drops, and Skin Farming 2:03:49

3M ago2:03:49

2:03:49

Episode #100!!!! Thank you all for the support. What a journey it’s been. This episode was an absolute banger that encapsulates a lot of the Testpiece message. Tim and Josh break down the ‘Simple’ path that the best climbers follow to being great. And then they detail the appropriate role that strength plays in this path. They also go over the late…

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

3M 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
#99 Nina Williams — Off Route While Free Soloing, The Ultimate Confidence, Being a Professional on Instagram, and The Medium Is The Message 1:49:54

4M ago1:49:54

1:49:54

Nina Williams pushes the limits in every discipline of climbing there is… comps, bouldering, highball bouldering, big wall, sport climbing, and even free soloing. In this episode she takes us through a harrowing experience she had while free soloing the Casual Route of the Diamond, a multi pitch 5.10. Nina ended up off route during the climb and th…

1
#98 T&J — Your Heroes Are Human, 2 Traits The BEST Climbers Have, Honnold Says The Quiet Thing Out Loud, and Tim Tells Josh His Biggest Mistake 1:56:05

4M ago1:56:05

1:56:05

Tim Kang was just in SLC for the World Cup and NACS. He got to watch and session with some of the best climbers in the world. Hear from Tim what his major takeaways were that can help you too. SHOW NOTES: Honnold’s Comments About Competitions and $ Petzl Roc Trip James-Caro Wedding Present Support the Show. Support us on Patreon: HERE Visit our pod…

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

4M 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
#97 Davin Bagdonas — Alpine Fusion, Grizzly Bears, Developing 1000’s of Climbs World Wide, Chasing The Dragon, and The Call To Adventure 2:12:55

3M ago2:12:55

2:12:55

Davin Bagdonas has developed 1000’s of climbs all over the world. Elite climbers, fellow adventurers, and previous podcast guests, like Jimmy Webb, Jamie Emerson, Roman Yalowitz, Eric Jerome call up Davin when they want to go on a wild adventure to try to find the best boulders in the world. Davin takes us on a trip around the world to places fraug…

1
#96 T&J — Battling Mid-Send Doubts, Incredibly Hard Sends, New Shoe Tech, Update Your System By Shutting Up, Don’t Talk Sh!t, and Josh Talk’s Sh!t 1:58:25

4M ago1:58:25

1:58:25

You’re midway through a redpoint burn and you’re tired. There’s a bunch of moves to go and you tell yourself that you’re so tired right now there’s no way you’ll ever send. But the truth is, you have no idea how far you will get or if the send is actually right there for the taking. You can’t trust your feelings! Tim and Josh tackle the problem of …

1
#95 Palmer Larsen — The Master Coach, Adaptability and Autonomy, Deliberate Practice, Style Then Process, What’s Wrong In Coaching Today, and Olympic 2024 Predictions 2:11:55

4M ago2:11:55

2:11:55

Palmer Larsen is one of the top coaches in the country. This podcast has soooooooooo many helpful tips and frameworks to get you to the next level. DO NOT MISS his description of how to foster an environment for long term success via deliberate practice @ ~1:28! He is the head coach of Momentum Climbing Team, in SLC, one of the top climbing teams i…

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…

1
#94 T&J — How To Approach EVERY Climb, New Era Of Climbing Media, Double Clutching Outside, New Patreon Offering, Warm-Up Projects, Un-Campusing and Why Trying Hard Isn’t Enough 1:52:11

4M ago1:52:11

1:52:11

What is the best way to approach a climb? It’s a simple question that may be one of the most important things to ask yourself before you pull on each time, but it’s never talked about. Tim Kang, professional climber and coach, shares the fundamental strategy needed to get your best performance each time. Announcement!! $5 Patron’s now have access t…

1
#93 Allison Vest — THE STRONGEST FINGERS IN THE WORLD, Hangboarding Deep Dive, Comps Vs Outdoors, LeBron James’ Tip to Send V14, Not Lying to Yourself, Creating FLOAT and Her Secret Training PDF (only ... 2:08:50

4M ago2:08:50

2:08:50

Allison Vest has THE STRONGEST FINGERS IN THE WORLD (according to the internet), and she is finally releasing her secret training plan to us! It’s only $9.99, and the best part is Testpiece listeners get 20% off for a limited time! Get it here NOW! 🥸 Allison shares about what it’s like to climb with the extremely strong fingers and why that’s impor…

1
Investing in People: Valuing Relationships Over Returns with Tyson Ray 55:39

5M ago55:39

55:39

David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Ty…

1
#92 T&J — Climbing At Your Limit, Make It Right USAC, Rants Continue, Gym Field Trips, and The Simplest Effective Training Routine 1:48:03

4M ago1:48:03

1:48:03

Tim Kang and Josh Horsley explore how often to have limit sessions. What limit sessions really mean. And what non-limit sessions look like. They also cover the latest news, give important PSAs, Pro-Tips, and of course there is a rant. There’s always at least one rant. SHOW NOTES: GoFundme for Adriene Felipe Hoo Beastmaking Book Support the Show. Su…

1
#91 Jimmy Webb — Adventure and Development, How Climbers Go From Good To Great, Southern Style, World’s Greatest Flasher, The New Generation, and The Hardest Moves In The World 2:23:30

5M ago2:23:30

2:23:30

That's right ladies and gentlemen -- Jimmy Webb! Jimmy is one of the best climbers our sport has ever scene, and one of the humblest and kindest climbers as well. Please enjoy this wide ranging but always fantastic chat with Jimmy Webb. Support the Show. Support us on Patreon: HERE Visit our podcast page: HERE Sign-up with one of our coaches: HERE …

1
Cultivating the Right Mindset and Character with Eric Negron 55:29

6M ago55:29

55:29

In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…

1
#90 T&J — “Strength Forgets”, The Process SA, Team Trials Trouble, Binding Your Feet, Moonboard Rant, and Get Injured To Get Better Technique?! 1:40:23

5M ago1:40:23

1:40:23

The topics are in the title! A big focus on what Tim is “re-learning” as he comes back from his serious knee injury. SHOW NOTES: Team Trials Instagram Post by Ryan Paul Robinson on Hueco Rock Rodeo Nathaniel Flashing Scarface Support the Show. Support us on Patreon: HERE Visit our podcast page: HERE Sign-up with one of our coaches: HERE Follow us o…

1
#89 Martin Keller — 8C+ at 45+, How To Gain Limit Strength, How To Project, Naysayers, Avoiding Injury, and The Big Difference Between Indoors and Outdoors 2:30:21

6M ago2:30:21

2:30:21

Martin Keller is one of the few people to boulder 8C+ / V16... But what's really incredible is he just did it right before he turned 46 years old! Martin is an incredible climber, coach, and teacher. In this episode he shares: How to gain limit strength, rather than just getting tired. The best way to project climbs (he's famous for his decade plus…

1
Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss 39:52

6M ago39:52

39:52

In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a g…

1
#88 T&J — Busting Plateau’s, How To Reclaim A Peak, Get Your Own Felipe [Hoo], ROTSW Still V17, and Sending The MoonBoard Proj 1:44:50

5M ago1:44:50

1:44:50

Tim’s back at it and with a big smile. Hear how he’s been returning to his peak strength after injury. Tim also talks about how he coaches clients through plateaus. Big shout outs to the crews that make life special for Tim and Josh and what they did to help them be their best. Bosi repeats ROTSW, and just about every other hard thing in the world.…

1
#87 Matty Hong — Big Falls & Big Fish [9a 50m DWS], Photography 101, What Makes Sharma Special and Lessons From Biographie [World’s First 9a+] 1:52:31

6M ago1:52:31

1:52:31

Matty Hong takes us to Mallorca where he snagged the second ascent of Big Fish. A 9a deep water solo that culminates in a dyno at ~20m / 60ft! Matty was out there filming for the latest Reel Rock climbing with the legend Chris Sharma. Since he is often the guy behind the camera we asked him to share some tips for any aspiring climbing film makers a…

1
Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi 50:52

6M ago50:52

50:52

Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with you…

1
#86 T&J — PED’s, Breaking Down A Crux, Climbing Like A 6 Year-Old Girl, Injury Prevention, and BTS On A Moonboard Session 1:46:25

6M ago1:46:25

1:46:25

Drugs, cruxes, moonboarding, injuries, making climbs your b*tch... This one's got it all! Tune in for tons of pro-tips that will help you climb better today, and set yourself up for the long term success that we all are striving for. SHOW NOTES: 2017 V8 / 7B+ on Moonboard 2016 Set Podcast #33 with Andy Tollefson Support the Show. Support us on Patr…

1
#85 Keenan Takahashi — Higher Harder Better, ANTIGRAV, The Best Lines In The World, Mentorship, Manifesting More, and The Mustache Turns 10 2:13:57

7M ago2:13:57

2:13:57

The man, the myth, the Mustache — Keenan Takahashi! Keenan shares his unique approach to climbing. He seeks out the best lines in the world and then uses that as fuel to transform his body and mind so that he is able to climb them. Keenan also has created one of the coolest new brands in climbing, ANTIGRAV, that embodies his psyche and ethos for cl…

1
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson 52:36

7M ago52:36

52:36

Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is a…

1
#84 T&J — Hard Hard, New New, Sessioning With The BEST, USAC Controversy, and Switching To Moonboard 2024 2:02:44

6M ago2:02:44

2:02:44

2024 is off the a bang with incredibly hard bouldering FA’s happening non-stop. Is this because USAC caused one of the strongest crews in the world to stop training for the Olympics and start crushing rock again? Hear more from Tim about what a session is like when multiple V16 climbers get together to try the hardest boulders in the world. Support…

1
#83 Sean Bailey — Devilution FA [~V16], Japan’s Gym Scene, The Future of Hard Sport Climbing, Spearheading USA’s Return to WC’s, Projecting in Bouldering vs Sport, and BTS of Making It As a Pro 1:51:12

7M ago1:51:12

1:51:12

Sean Bailey came on Testpiece and shared his decades of experience from sending and competing at the absolute top of the sport. Sean truly is one of the best climbers in the world right now. Sean recently FA’d the low start to Evilution [“Devilution”] which was a long standing sought after project that clocks in around V16 and is now one of the har…

1
#82 T&J — Negative Thoughts -> Words -> Actions, Type 2 Fun, Achieving Your Potential, Grades vs Belts, and ‘Make Climbing Dangerous Again’ 1:55:58

7M ago1:55:58

1:55:58

Tim shares a common problem that holds people back that he sees in even some of the top athletes he coaches. They jokingly call it "Vomit Mouth". Learn about what this is and how you can make sure to avoid it in your sessions. SHOW NOTES: Noah Wheeler on Sleepwalker Support the Show. Support us on Patreon: HERE Visit our podcast page: HERE Sign-up …

1
Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast 1:07:34

8M ago1:07:34

1:07:34

MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast! John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through …

1
#81 Carlo Traversi — The Dark Side V16 FA, Using Wet Chalk, Pushing Not Pulling, The Grade Debate, and What He Learned From Yosemite Testpiece’s 2:15:44

8M ago2:15:44

2:15:44

Carlo Traversi is back to tell us about his recent FA of The Dark Side V16 (suggested grade) in Yosemite. Josh thinks this FA will go down in the history books as THE testpiece of our generation in Yosemite bouldering. Tune in and see what you think. Carlo explains the incredible tactics he had to employ to get this FA done. It was absolutely mindb…

1
#80: T&J — Always Be Hungry, Good Sessions Only, Stop Lying, You Suck, Fueled by Failure, and Tim Joins A Normie Gym 1:39:48

8M ago1:39:48

1:39:48

Happy New Year, my dude. Tim and Josh get meta about how to have the best 2024 possible by asking the question — why can’t all sessions be good ones? SHOW NOTES: Mastery by Robert Greene Atomic Habits by James Clear Support the Show. Support us on Patreon: HERE Visit our podcast page: HERE Sign-up with one of our coaches: HERE Follow us on Instagra…

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