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David DeCelle, President of Model FA, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable Client Experience

David DeCelle discusses his approach to helping his clients achieve success in growing their practice. During the interview, David discusses the extraordinary value proposition he provides clients which results in them learning how to build a client base of raving fans that willingly and proactively give referrals.

DeCelle commented, “We help entrepreneurial advisors overcome growth challenges, deploy intelligent practice management systems, and enjoy a fulfilling life. In order to build a thriving, prosperous financial practice, advisors must find a unique value proposition — and develop a service model that meets their clients’ needs in a cost-effective way.”

Video Link:


Listen to the interview on the Business Innovators Radio Network

The Model FA Team has decades of experience in the financial industry. They know what works and what doesn’t. Together, they’ve helped over 300 advisors find their unique value proposition, get in front of ideal prospects, and deploy effective practice growth strategies.

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The Model FA also has a vibrant podcast for fiduciary financial advisors who are looking for ideas to help them build successful practices. Their guests are experts, from technical financial planning to the cutting edge of voice marketing and brand development.






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