The Model FA
David DeCelle
Podcast
Episodes
Latest Episodes
• 46 min
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 the next genera… Play episode
The Model FA RSS Feed