Are you building a business you love — or one that’s wearing you down?
In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model FA, whose passion is helping advisors fall in love with their practice – either “again” or for “the first time.”
David shares actionable insights on scaling your business while maintaining passion and enthusiasm.
David said, “Success in financial advising is about more than strategies; it’s about loving your business and creating genuine connections.”
How can financial advisors simplify operations to regain focus? What practical steps foster trust and meaningful growth?
David discusses strategies for systematization, identifying personal strengths, and the importance of nurturing client relationships authentically.
Bill and David discuss:
-
- Why advisors lose enthusiasm and how to reignite it.
- The four personality types in advising and the tailored growth method.
- Creating balance by leveraging the “Energy Audit” framework.
- The “Deposits vs. Withdrawals” approach to deepening client trust.
- Utilizing AI to enhance business efficiency without replacing human connections.
- …And more!
- Why advisors lose enthusiasm and how to reignite it.
Sponsors:
- SHOW SPONSOR: ProudMouth
- EPISODE SPONSOR: IronClad Family | Holistic Advisor Guide
Connect With David DeCelle
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Get here our new guide: The 3 R’s of Relationship Marketing
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
About David DeCelle:
Raised in a middle-class household, David knew at an early age that he wanted to redefine success for his generation of the family. Making money was a big motivation, but knowing how to put money to work was his main goal. That’s why he chose to become a financial advisor. And he’s never looked back. He’s a compulsive learner, the guy who cares the most, and one of the hardest workers you will ever meet. He loves nothing more than acquiring layers of life-enhancing knowledge – from social media strategies to self-actualization – and sharing it to help others grow and succeed. His most treasured moment is watching a financial advisor fall in love with the business again.
He is equally committed to his own mind and body fitness, and to intentionally spending quality time with family and friends.
Podcast: Play in new window | Download | Embed