A moderate look at politics. Balanced. Fiscally conservative. Socially moderate but some claim I lean left. Very opinionated. Not intimidated. I present facts when needed and they are indisputable. Cover art photo provided by Jason Zeis on Unsplash: https://unsplash.com/@zeis
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Music driven podcast from north east Texas.
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Welcome to "The Science of Performance," hosted by the trailblazing Dan Feeney, BOA Sr. Director of Partner Product Design and Innovation and supported by the Freetrail Network, this captivating podcast takes you on a journey into peak performance in trail running. Hosted on Acast. See acast.com/privacy for more information.
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Thoughts and interviews from the financial advice industry!
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Former MMA journalist and current member of the MMA media, Chamatkar Sandhu talks to the biggest names in combat sports every week. Sandhu has been involved in the fight game for well over a decade and now has his own show to have open, honest, and real conversations with the people in the biz he’s most interested in talking to.
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S2E4: Ski Boots! Engineering Revolutionary Products with James O’Connell
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Season 2 Episode 4: Ski Boots! Engineering Revolutionary Products with James O’Connell – Specialized, formerly K2 Engineer; Medic and Paratrooper, Texas A&M How to measure ski boot performance and biomechanics https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7967377/ Ski boot biomechanics part 2 https://link.springer.com/article/10.1007/s40279-013-0132…
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S2E6: Lived Experience; Big Data and Predictive Analytics in making humans healthier
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https://www.jospt.org/doi/10.2519/jospt.2022.11288 - the missing link in running injury research is non-running stress. It seems DashLX is one solution to start acquiring more of what consumers are doing, why, and that has great implications for research but also for brands to better understand their consumers. Using wearable technology data to exp…
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The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses
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In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News. Abby discusses her transition into growing large RIA firm…
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S2E5: The Physiology of Peak Performance with Olympian & PhD Shalaya Kipp
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The Physiology of Peak Performance with Olympian & PhD Shalaya Kipp Currently Post Doc Mayo Clinic with Michael Joyner PhD - University of British Columbia, Masters & Undergrad at CU Boulder. 2012 Olympian in steeplechase. Worked on the 4% study in conjunction with the breaking 2 project. Now works with Mike Joyner who made a famous prediction of w…
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From Wirehouse to RIA: Craig Robson's Transformative Journey
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In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges a…
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S2E3: How do your biomechanics affect your performance and injury risk? With Allison Gruber
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Episode 3: How do your biomechanics affect your performance and injury risk? With Allison Gruber – Associate Professor University of Indiana. PhD UMass Amherst and Masters East Carolina. Has worked deeply on the entire spectrum of running mechanics. from the mechanics and energetics of footfall patterns in running Impact causes injury hypothesis – …
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Season two is finally here, and our first guest is the incredible Billie Jo Jones. Billie Jo is a killer singer/songwriter that is making substantial waves in the country music world. We hope you'll check her out.Av Truth, Tall Tales & Whiskey
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S2E2: How to make better shoes with Dr. Geoffrey Gray
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Doctor of Physical Therapy for 10+ years Aspects of the shoes he tests: Insoles – can increase perception of comfort, plantar pressures change Impact testing to compliment human-based footwear testing Traction testing – how do you test? Is it indicative of real world where humans move in variable ways. Slipping vs. Sticking Do Pro Athletes need cus…
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Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions!
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On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized co…
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S2E1: What can you do to stay resilient and how can shoes improve performance with Jay Dicharry
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Season 2/Episode 1: What can you do to stay resilient and how can shoes improve performance with Jay Dicharry – Physical Therapist, Oregon State University-Cascades, MOBO, Founder, author of Running Rewired Kinematics and Kinetics of Gait: From Lab to Clinic – We can measure things very precisely in the laboratory from the forces in 3 dimensions at…
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We feel privileged to have spoken with Big Joe Walker about his musical journey. Give this interview a listen, and check out Big Joe Walker's music.Av Truth, Tall Tales & Whiskey
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Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell
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In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significan…
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Creating Long Lasting Relationships with Michael Hanna
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Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared …
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Check out this great conversation that we had with Dan O' Connell. Dan is a stellar singer/songwriter based out of Dallas, TX, and we think he should be on everyone's radar.Av Truth, Tall Tales & Whiskey
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Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip
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In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about …
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Jade Nickol was kind enough to stop by the whiskey locker to give us the inside scoop on what's happening in her world. Jade is an amazing artist with a powerhouse voice. We hope you'll check her out!Av Truth, Tall Tales & Whiskey
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Bonus Episode: Truth, Tall Tales & Tone "Fender Pink Paisley"
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For our first instalment of Truth, Tall Tales & Tone, Matt and Brandon discuss the history of the Fender pink paisley. This one is for the gear nerds!Av Truth, Tall Tales & Whiskey
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Scaling Your Business Without Losing Your Mind with Tammy Lee
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In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building ca…
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Finding the Right Investment Partner with Eric Stein
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In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our ind…
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Corina Grove stopped by the whiskey locker with her guitar player, Michael Smith, to talk about all that they have going on in their camp. Corina is an exceptional singer/songwriter, so we think you'll dig this episode!Av Truth, Tall Tales & Whiskey
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Maddox Batson stopped by the whiskey locker a little while back to give us a rundown of all that he has going on. Maddox is quite the up-and-comer, so be on the lookout for this fella.Av Truth, Tall Tales & Whiskey
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Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe
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Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…
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Dustin and Andrew from Black Tie Vendetta stopped by the whiskey locker to talk about being in a band with, our own, Brandon Callies along with what the band has going on...and of course whiskey.Av Truth, Tall Tales & Whiskey
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Building Your Financial Brand Online with Nick Meyer and Nate Hoskin
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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 …
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We are excited to be partnering with Aisling Equine Therapy to put on a charity event at the Mesquite Arena on May 18th. The event is called "Iron Sharpens Iron" and it benefits our veterans and first responders. Check this interview out now!Av Truth, Tall Tales & Whiskey
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Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto
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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 an…
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We had the pleasure of speaking with Dev Wulf at the whiskey locker recently. Dev is the front man for Dev Wulf & the Midnight Howl. Their live shows are rambunctious and saucy to the max. Be sure to check him out!Av Truth, Tall Tales & Whiskey
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The Power of Thoughtful Client Connections with Kristin Harad
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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 t…
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Pecos Hurley stopped by the whiskey locker to give us a little history on Pecos & the Rooftops. He is one cool fella that writes and performs excellent music. Check him out, and enjoy the interview.Av Truth, Tall Tales & Whiskey
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Investing in People: Valuing Relationships Over Returns with Tyson Ray
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David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Ty…
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All the way from Montana, JT and Brian of the Bearded Viking Mead Company join us in the Whiskey Locker for an interview full of drunkenness and debauchery! Special guest Canaan Bryce helps us quality control test the mead. Bearded Viking Mead Company is set to launch operations in May. This interview goes from funny to serious and everything in be…
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Waxahachie TX native, Canaan Bryce, joins us in the Whiskey Locker. We talk about college choir, being on the road with Pecos and the Rooftops, and upcoming music.Av Truth, Tall Tales & Whiskey
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Cultivating the Right Mindset and Character with Eric Negron
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In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…
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We spoke with Shelby Ballenger at the whiskey locker recently, and it was a blast. She's an incredible songwriter with a drive that is remarkable. Be sure to check out her music on all streaming platforms!Av Truth, Tall Tales & Whiskey
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Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss
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In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a g…
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Cole Risner is a singer/songwriter from northeast Texas, and he is also the bass player for the Weathered Souls and Brave Little Howl. We sat down with him in the Whiskey Locker to discuss all that he has going on. We think you'll enjoy this one!Av Truth, Tall Tales & Whiskey
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Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi
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Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with you…
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Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson
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Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is a…
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Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast
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MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast! John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through …
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Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen Luke
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Today we are joined by Kristen Luke, the President of Kaleido Creative Studio and Author of "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing". In this episode of the Model FA Podcast, we are joined by Kristen Luke to discuss effective marketing strategies for financial advisors. We emphasize the importance of fin…
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The 4 Pillars of Advice Engagement That Will Transform Your Client Interactions with Michael Lecours
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Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill compl…
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Living a Well-Rounded Life: How Structure Can Scale Your Business with Josh Kosnick
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Meet Josh Kosnick - provider, recruiter, teacher and leader. He is the Type-A alpha male that loves to compete, drink bourbon and smoke cigars; however, Josh never shies away from sharing his vulnerable side. He’s passionate about men’s mental health – healing, talking about emotions, supporting each other – and will continue to advocate for this. …
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How Impa Kasanganay Went From VIRAL KNOCKOUT to PFL CHAMPION?! 🏆 #PFLChampionship
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Chamatkar Sandhu speaks to former UFC fighter turned PFL championship contender Impa Kasanganay, who will compete for $1 million and the PFL championship belt this Friday when he takes on Josh Silveira in the light heavyweight final. In this conversation, Kasanganay is very open about being on the receiving end of one of the most viral knockouts in…
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Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Brock
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Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve…
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