The Model FA

David DeCelle

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The Impact of Entrepreneurial Operating Systems on Advisory Firms with Matt Cosgriff

1/17/2023 • 35 min

Matt Cosgriff is the Director of Wealth Management at BerganKDV, a trusted firm that offers business planning and consulting, tax, auditing and accounting, technology, and wealth management services throughout the Midwest. Matt joined the BerganKDV team in 2014. As a wealth management leader, Matt is passionate about cultivating a team-centric environment where … Play episode

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
The Power of Relationships and Building Human Connections with Chris Koon
The Making of a Leader with Aaron Miller
Building Authority and Expertise as a Financial Advisor with Mike Saunders
Exploring the Human Side of Advice with Brendan Frazier
Asset Management for RIAs and their Clients with Mike Sorrentino
Navigating Planning, Risk Management, and Insurance with David Appel
Taking the Leap of Faith: Becoming an Independent Advisor with Shanna Ting…
Raising Diverse Voices in Wealth Management & Financial Services with Sony…
Executive Search and Recruitment for Financial Advisors with Blair Lewis
Driving Business Development through Podcasting with Austin Peterson and L…
E-MOTIONS: Avoiding Burnout and Connecting to Purpose with Rich Bluni
Practice and Operations Management Principles, Tips, and Tactics with Matt…
Enhancing Client Engagement, Referrals, and Introductions with Bill Cates
Amplifying Clients’ Voices and Becoming a Referable Advisor with Julie Lit…
The Intersection of Tech and Compliance with Cory Roberson
Tech, AI, and Compliance for Financial Advisors with Bo Howell
Committing Client Segmentation to Your Business’s Core with Jon Mauney
Claiming Your Superpower to Create Your Reality with Bob Doyle
Harnessing the Power of Storytelling for Effective Seminars and Prospect C…
LinkedIn101 for Financial Advisors with Brendan Barca
Business Development and Prospecting Opportunities through Medicare with S…
The Fundamental 4: How Financial Advisors Can Grow Purposefully with Andre…
The Guide is Not the Hero: Financial Advisors and the Power of Storytellin…
Refining Your Unique Value Proposition with Eric Clarke
The Predictable Growth Framework with Nick Bradley
The Pillars of Relationship-Building with Luke Acree
New SEC Marketing & Ad Rules for Financial Advisors with Will Bressman
Proactive Financial Planning and Tax Advice with Kevin Lozer
RIA Growth through Scalable Client Acquisition Models with Ron Bullis
Building Client Trust and Relationships with Jordan Montgomery
Richard Chen on Legal Matters to Consider Before Starting an RIA Firm
Fundamentals of Talent Acquisition for Financial Advisors with Eddy Ricci
Gary Zimmerman on Looking Out for Your Client’s Financial Interest
Charles Boinske on Fly Fishing and Investing in Financial Advisors and Cli…
Shannon Spotswood on Advocating and Supporting Women in Financial Advisory
Mark Maiocca on The Core7 Referral Methodology for Financial Advisors
Michael Cohen on Expanding Your Insurance Book of Business
Jonathan Rogers & Nirav Batavia on FinTech, RIA Growth Strategy, and Incen…
Allen Darby on Accelerating Growth through Partnerships
Will Richardson on Connecting with Clients Through Uniqueness & Authentici…
Ben Newman on Building and Seizing the Prize Fighter Day
Chris Kerckhoff on Advocating Clients’ Financial Wellness
Jonathan Pack on Humanizing Sales Conversations
John Kennedy and Matthew Marcoux on Orchestrating the Ensemble Practice
Dan Allison on 18 Years of Public Speaking and Consultancy Success

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