The Model FA
David DeCelle
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Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto
• 42 minIn 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 and work-life balance after his father's cancer diagnosis. In this interview, he discusses integrating tax planning into comprehensive client services and applying negotiation skills from Chris Voss's MasterClass to grow his business. This week on The Model FA Podcast: 00:00 Welcome to the Mic: Trevor Scotto 02:15 Unpacking Trevor's Early Career and Inspirations 04:30 Striking the Perfect Balance: Work and Family Life 06:30 Entrepreneurial Spirit: The Genesis of Trevor's Firm 08:15 Networking Mastery: Connecting with Titans of the Industry 10:15 The Search for the Ideal Tax Practice Partner 12:30 The Art of the Deal: Navigating a Successful Merger 14:30 Scaling from $160M to $500M in AUM 16:30 Tax Planning: A Critical Tool for Wealth Maximization 18:30 Breaking New Ground with Schwab's Platform Integration 20:30 Secrets to Sustaining Strong Client Relationships 22:30 Trevor's Top Book Picks for Success and Inspiration Connect with Trevor: Website: https://www.ffgwealth.com Email: tscotto@ffgwealth.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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