In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This episode focuses on their experiences in leveraging social media platforms to build their personal brands and businesses, and share their approaches to creating valuable content and optimizing social media strategies for financial advisors, including compliance, brand deals, virtual networking, and high-quality content.

This week on The Model FA Podcast:

00:00 - Transitioning from financial advisors to content creators and insights on compliance and brand partnerships.

36:11 - Strategies for content creation such as podcasting vs short videos and batch recording.

46:51 - Building a financial advisor practice during COVID through social media and video content.

1:02:36 - Optimizing social media campaigns through educational content targeting ideal clients.

1:10:16 - Tips for scripting, filming, and editing short videos authentically for different platforms.

1:28:22 - Using a satisfaction guarantee in financial planning to improve services.

Connect with Nick:

Website: https://n2contentmarketing.com

Email: nick@n2contentmarketing.com

Connect with Nate:

Website: https://n2contentmarketing.com

Email: nate@n2contentmarketing.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.

In 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.

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 generation to replicate success. In another conversation segment, David and Kristin discuss marketing strategies for financial advisors, emphasizing the importance of a comprehensive approach that includes various tactics to build a strong brand and attract potential clients. They also highlight the need to focus on long-term growth, prioritize sustainability, and continuously improve marketing strategies. Finally, Kristin and David discussed the paradox of choice in the business advice industry and its impact on decision-making, emphasizing the importance of simplifying marketing strategies by eliminating choice and focusing on a few key areas.

This week on The Model FA Podcast:

• 0:00:00 Introduction - David welcomes Kristin Harad
• 0:02:06 Background - Kristin shares journey in finance industry
• 0:09:44 Advisor needs - Top issues clients seek help with clarity
• 0:11:06 Second generation - Challenges for new leadership
• 0:13:32 Marketing budget - How to set and track spending
• 0:16:45 Client gesture story - Thoughtful gift builds connection
• 0:21:46 Consistency importance - Strategies require patience over time
• 0:25:30 Simplify choices book - Focus on few key efforts
• 0:31:10 Relationships grow business - Podcast leads to referrals
• 0:35:15 Commit fully marketing - Give strategies time for results

Connect with Kristin:

• Website: https://fulladvisorcoaching.com
• Email: kristin@fulladvisorcoaching.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.