Model FA Podcast

Model FA

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From Accounting to Entrepreneurship: Gerry Spitzer’s Journey to Building a Thriving …

12/17/2024 • 39 min

In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the right platform.… Play episode

Disrupting the RIA Space: How Ritik Malhotra is Redefining Financial Advice
From Pilot to Financial Advisor Marketer: Jonathan Musgrave’s Story of Ada…
Pioneering Fee-Only Wealth Advice with Christopher Tan
The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses
From Wirehouse to RIA: Craig Robson's Transformative Journey
Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Yo…
Mastering the Art of Data Ownership and Predictive Analytics with John O’C…
Creating Long Lasting Relationships with Michael Hanna
Balancing Business and Personal Well-Being for Financial Advisors with Ste…
Scaling Your Business Without Losing Your Mind with Tammy Lee
Finding the Right Investment Partner with Eric Stein
Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe
Building Your Financial Brand Online with Nick Meyer and Nate Hoskin
Capitalizing on High Demand: Growing Through Tax Planning Services with Tr…
The Power of Thoughtful Client Connections with Kristin Harad
Investing in People: Valuing Relationships Over Returns with Tyson Ray
Cultivating the Right Mindset and Character with Eric Negron
Offering Community-Based Courses to Grow Your Financial Advisory Business …
Automating Your Way to Success: How Financial Advisors Can Streamline Oper…
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simon…
Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with J…
Cracking the Code: Marketing Strategies That Actually Work for Financial A…
The 4 Pillars of Advice Engagement That Will Transform Your Client Interac…
Living a Well-Rounded Life: How Structure Can Scale Your Business with Jos…
Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Br…
Stop Solving Math Problems and Start Solving Human Problems with Tara Tuss…
Modernizing Your Practice with Abby Morton
Maximizing Freedom and Minimizing Scrutiny with Michelle Atlas-Quinn
Positioning Yourself with Focus and Purpose with Mark Willis
From Masterminds to Podcast: Showing Authenticity with Eric Brotman
Exploring Bitcoin & Traditional Finance with Trent and Isaiah
The Future of Financial Advisory: AI, Automation, and Growth Strategies wi…
Becoming a Better Human Every Day with Joe Templin Part II
Rethinking Traditional Budgeting Methods with John Crane
Concierge Financial Planning: Taking Client Relationships to the Next Leve…
A Conversation with Joe Milano
Becoming a Better Human Every Day with Joe Templin Part I
Motivational Interviewing with Jeremy Keil
The Benefits of Captive Insurance Companies with Jarid Beck
Serving Real Estate Professionals with Mike Metzger
Long-term Care Planning and Insurance with Marc Glickman
The MVP Guide to Branding for Financial Advisors with Jennifer Hensley
Leveraging Fintech to Scale Practice Management Efficiency with Hiren Patel
The Power of Building Solid Relationships with Andrew Saksa
The Impact of Entrepreneurial Operating Systems on Advisory Firms with Mat…
The Principles of Influencing People with Brian Ahearn
Mind Management for Advisors with David Kadavy
Pathways for Financial Advisors with Penny Phillips
Increasing Your Business’ Returns on Life with Simon Severino
Cryptocurrency for Financial Advisors with Greg Johnson
Working Less and Maintaining a Successful Business with Kevin Stansfield
Leveraging Retirees’ Superpowers with Justin Fitzpatrick
The One-Page Financial Plan with Nic Nielsen
Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
Thriving as a Young Financial Advisor with James Jurica
Creating a Culture of Service with Natalie Wolfsen
Building Legacies Beyond Finances with Blake Brewer
Getting Your Financial House in Order with Michael Hanna
The Three Pillars of Success with Dom Henderson
Practice Management for Financial Advisors with Cameo Roberson
Becoming Omnipresent with Robert Sofia
Building Relationships to Build Businesses with Patrick Galvin
How Financial Advisors Can Venture to Other Industries with Jeremy Straub
Practice Management Optimization with Greg Bishop
Social Media for Solid Client Connections with Aimee Butler, Frank McLaugh…
Smashing Fear for Transformational Change with Michael Ivanov
Building Human Connections for Client Attraction and Retention with Jaimie…
Guiding Bereaved Clients through Financial and Personal Transitions with M…
The Nobility of Financial Advisors with Ray Sclafani
Guiding Clients through Market Downturns with Rusty Vanneman and Dr. Danie…
Building Best-in-class Businesses with Justin Goodbread
Becoming an Admired Leader with Steve Atkinson
Exploring the 401k and Retirement Planning Industry with Wade Behlen
Diagnosing Your Business with Lauren Goldstein

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