Financial advising with a
21ST CENTURY MARKETING, PRACTICE MANAGEMENT, AND
INVESTMENT SOLUTIONS FOR FINANCIAL ADVISORS:
Individual, group, and enterprise performance coaching
An exclusive, growth-focused partnership for
$1BB+ RIAs
A modern investment platform backed by full-service marketing solutions
A proactive insurance marketing partner for growth-oriented advisors
Our proprietary process has helped 300+ advisors choose a profitable niche. Download the Model FA Niche Maps to learn more!
A proven framework that has helped 300+ advisors become more effective at building trust during the sales process. Sign up for a free training course to advance prospect relationships.
Model FA has joined forces with Dan Allison, Founder of the Feedback Marketing Group. Feedback Marketing Group will continue to operate under Model FA brand.
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Model FA announces the appointment of David DeCelle as the new president of the company. This news coincides with Model FA acquiring the Boston-based Financial Advisors’ Alliance, a training, coaching, and consulting company that DeCelle founded in 2018.
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If you’re a financial advisor, you may be facing challenges when it comes to marketing your business. There are many tools out there that promise to automate and simplify your marketing. But automation alone won’t solve your challenges. That’s because the advisory business requires a level of trust-building that just can’t be automated.
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About 27,000 advisors— almost 9% of the 310,000 in the industry—changed jobs last year, according to a Cerulli Associates study. Many RIAs are moving from large brokerage houses to boutique firms and launching independent shops. The survey says 45% of wirehouse and regional advisors have considered going independent.
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How your firm prices its services is about more than just boosting profit margins. The right fee structure is vital to client satisfaction and your long-term success. Fees have always been a hot topic in this industry. However, with trading commissions getting slashed to zero, the rise of passive managers and price pressures across the board, many advisors are rethinking the way they price their services.
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Have you ever considered launching your own podcast, but stopped because you weren’t sure if it would be worth the time and the effort involved? Telling your story is essential for differentiating yourself and building a successful business. Social media, blogs, and email marketing are some of the ways to reach your audience.
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“The advisor community on the independent side is pretty dispersed. There’s not a good place to converse, interact and build relationships,” he said. “There’s no conflict of interest. Let’s create an environment where financial planners can get together and get better at their craft.”
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On October 1, Brewer launched his Model FA Accelerator to help advisors accomplish their marketing goals in considerably less time than it would normally require. “At its core, Model FA Accelerator will be about selecting highly driven, smart advisors who are ready to put in the work, execute the plays and support each other … with highly effective practice management strategies [we provide],” Brewer said in an August 8, 2019, blog post.
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