Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions!
Episode 159
Tuesday, September 17, 2024 • Duration 01:37:11
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 content to build authority and maintain client relationships. The conversation highlights the need for intentional marketing, such as scheduling follow-up meetings and providing value-added content to prospects and COIs. They stress the importance of simplicity in communication and the value of long-term, consistent efforts over quick fixes.
Join the most connected place for advisors online. Check out the Exchange and visit FA.Exchange In this episode:
Identify strengths to automate, delegate and hire for weaknesses
Scheduling natural follow-up meetings with prospects
The art of personalized monthly content for prospects
Gathering client feedback, adjust events and communications
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.
Mastering the Art of Data Ownership and Predictive Analytics with John O'Connell
Episode 158
Tuesday, September 3, 2024 • Duration 51:52
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 significance of data warehouses and data lakes, explaining their roles in storing and analyzing data. He also discussed AI's potential to augment, not replace, advisors, recommending prompt engineering and note-taking AI tools. John recommended "How to Win Friends and Influence People" and "The Magic of Thinking Big" for building relationships and business success.
This week on The Model FA Podcast:
0:00:07 - The role of a CEO is to invest in the business and ensure it remains an ongoing concern.
0:00:28 - Introduction of John O'Connell, founder and CEO of the Oasis Group.
0:01:47 - Oasis Group's four main services: data capture, data security, data ownership, and predictive analytics.
0:04:10 - John O'Connell's background, starting as a programmer at Merrill Lynch and transitioning to sales and consulting roles.
0:07:38 - Importance of making technology relatable to non-technical advisors.
0:20:26 - Considerations for advisors regarding data warehouses and data lakes.
0:30:15 - Practical applications of AI in financial services, including note-taking and prompt engineering.
0:44:45 - Book recommendations: "How to Win Friends and Influence People" by Dale Carnegie and "The Magic of Thinking Big" by David Schwartz.
0:51:27 - Closing remarks and information about The Oasis Group's resources.
Connect with John:
Investing in People: Valuing Relationships Over Returns with Tyson Ray
Episode 149
Tuesday, April 2, 2024 • Duration 55:39
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. Tyson discusses implementing life plans, wealth plans, and care plans for each client. He also stresses the value of building trust through empathy and personalized service over traditional sales tactics.
This week on The Model FA Podcast:
(0:02) Wealth management and providing meaningful value with Tyson Ray.
(1:15) Entrepreneurship, investing, and personal growth.
(5:53) Estate planning and prioritizing clients' interests.
(11:26) Building a team for a successful financial planning business.
(18:20) Finding the right people for a business venture.
(20:13) Financial planning, coaching, and client service.
(24:27) Building client relationships through empathy and personal connections.
(29:29) Personalized financial planning and branding.
(35:03) Financial planning and life goals with an advisor.
(40:28) Financial planning, funding, and monitoring for clients.
(45:30) Branding, marketing, and idolatry in financial planning.
(52:27) The value of a relationship book and leaving reviews.
Connect with Tyson:
Website: https://www.totalrelationship.com
Email: tyson.ray@formwealth.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.
Cultivating the Right Mindset and Character with Eric Negron
Episode 148
Tuesday, March 19, 2024 • Duration 55:29
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 encourages listeners to ask for help and contribute value to others on their personal development journey.
"Ask for help. There's always a book you could read. Somebody that you can talk to and in today's day and age, a YouTube video you could watch or podcast you could listen to. So please ask for help." - Eric Negron
This week on The Model FA Podcast:
Entrepreneurship, ADHD, and mentorship in the advisor space. (0:10)
Building a successful financial services business and managing multiple entities. (4:03)
Time management and empowering team members. (9:13)
Work-life balance and efficient email management. (15:52)
Developing a financial advisor's mindset, heart set, and skill set. (23:50)
Business success and mindset. (28:34)
The benefits of collaboration over competition in the financial industry. (36:31)
Building relationships, mentorship, and personal growth. (40:15)
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.
Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss
Episode 147
Tuesday, March 5, 2024 • Duration 39:52
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 group setting. Overall, their discussion focuses on innovative ways for advisors to grow their businesses through community building.
"With a traditional funnel, you've got the top of the funnel, middle of funnel, bottom of funnel, and then the client out the bottom. But a group funnel is where all of your different platforms, all of the ways you're doing marketing, you funnel people towards a free community." - Joe Moss
This week on The Model FA Podcast:
Building a community for financial advisors and showcasing top tech platforms. (0:10)
Leveraging a subscription model and downselling for financial advisors. (14:57)
Using LinkedIn data to connect with industry peers and gain exposure. (21:05)
Building an audience and network. (26:55)
Tim Ferriss' book "Tribe of Mentors" and its insights on success and goal-setting. (34:21)
Connect with Joe:
Website: https://www.skool.com/proadvisorsuite
Email: joe@proadvisorsuite.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.
Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi
Tuesday, February 20, 2024 • Duration 50:52
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 young, female professionals. Arielle resides in sunny Arizona with her husband (and business partner) Mark Figueroa, and their cat (the namesake of Sphynx), Nigel.
Arielle Minicozzi joins us to discuss how her company Sphynx Automation helps financial advisors automate tasks like onboarding new clients and gathering documentation. Automating routine work frees up time for advisors to focus on building relationships. Arielle discusses tools like AI transcription, Zapier automations, and pre-populating forms. Compliance considerations with AI were raised. David offered coaching and free automations through Sphynx for advisors who contact him. Overall the discussion focused on leveraging technology to improve efficiency and client experiences.
"There are some things that a human just does better than a computer. But there are a lot of things, data entry for example, that computers will do better and faster than a human." - Arielle Minicozzi
This week on The Model FA Podcast:
Leveraging technology for financial advisors with Ariel Mina. (0:10)
Automating business tasks for financial advisors. (5:11)
Automation's impact on business operations and employee roles. (10:21)
Automation in financial planning and its impact on time and energy. (13:36)
Improving client experience and onboarding process. (20:59)
Streamlining onboarding process for financial planning clients. (25:04)
AI integration in financial advisor practices. (30:25)
AI note-taking, compliance, and time management in business meetings. (35:38)
Automation and coaching for financial advisors. (44:53)
Connect with Arielle:
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson
Episode 145
Tuesday, February 6, 2024 • Duration 52:36
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 also an avid traveler and loves exploring new destinations. Eric is a CERTIFIED FINANCIAL PLANNER™.
Eric Simonson joins us to share the story about starting his own firm, Abundo Wealth, after 12 years at another firm. He shares how in just 4 years, he grew his firm to over 650 clients through referrals and by providing affordable financial planning. Eric Discusses how he uses technology to scale while keeping costs low and providing a great client experience. Eric also shares how he helps clients maximize credit card rewards and travel benefits as part of their financial plans.
"We really doubled our focus to figure out okay, how can tech support the adviser relationship and help us scale help us keep our costs low, to allow the advisors to really shine" - Eric Simonson
This week on The Model FA Podcast:
Starting a financial planning firm and scaling it quickly.
Growing a financial planning business through client referrals and advisor partnerships.
Marketing and referrals for a financial advisor.
Financial planning subscription model and client retention.
Client communication and value addition.
Leveraging credit card points in financial planning.
Leveraging technology and entrepreneurial spirit in financial planning.
Client reviews, scaling, and focus with a financial planning firm.
Career opportunities in wealth management.
Connect with Eric:
Website: https://www.abundowealth.com
Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast
Episode 144
Tuesday, January 16, 2024 • Duration 01:07:34
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 52 personalized touch points per year without being annoying. John explains how Blueleaf's technology helps automate interactions to free up time for human moments. We chat about striking a balance between service and experience models. John stresses facing fears like asking for feedback to innovate. David shares a story of getting 15 glowing reviews overnight. Throughout, they emphasize treating AI like an intern to enhance workflows without replacing human judgment. Overall, the episode provides insights into deepening client relationships through frequent personalized engagement.
"I think you're creating an opportunity for a lot of small touchpoints, with your clients that start to educate them about their money, and the way it changes over time." - John Prendergast
This week on The Model FA Podcast:
Introducing John Prendergast, founder and CEO fo Blueleaf
Client engagement and AI in financial advising.
The importance of experience in financial planning.
Personalized financial updates and their impact on client trust.
Personalized financial planning and automation.
Personalizing client interactions for financial advisors.
Client reviews and their impact on financial advisors.
Overcoming fear and innovating in business and financial services.
Taking bold actions, learning from failures, and deepening client relationships.
AI use in financial advisor marketing and content generation.
Storytelling and AI in advisor-client interactions.
Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen Luke
Episode 143
Tuesday, January 2, 2024 • Duration 52:33
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 finding a niche, understanding where clients spend their time, and creating content in multiple formats to meet client needs. Advisors are encouraged to start with one consistent marketing activity and build their expertise over time by regularly producing high-value content. We stress treating marketing as an ecosystem rather than a funnel, with the goal of becoming a trusted resource in one's industry niche.
"I put less emphasis on social media than I think a lot of people do. It is a good way to keep your name out there once you're connected to people. But you know, if I wanted to bring in clients quickly, I would focus on, how do I leverage other people's networks to get in front of them?" - Kristen Luke
This week on The Model FA Podcast:
Marketing strategies for a specific niche.
Marketing strategies for advisors with limited time.
Content creation for financial advisors.
Marketing strategies for financial advisors.
Positioning oneself as an expert in a niche through content creation and marketing strategies.
Connect with Kristen:
Website: https://onniche.com/
Email: kristen@kaleidocreative.com
About the Model FA Podcast
The 4 Pillars of Advice Engagement That Will Transform Your Client Interactions with Michael Lecours
Episode 142
Tuesday, December 19, 2023 • Duration 58:19
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 complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience.
In this episode of the Model FA Podcast, Michael Lecours joins us to discuss common client engagement challenges. We explore how to simplify the advice delivery process and keep clients engaged over time through check-ins. Michael describes how FP Pathfinder started as sketches he created and grew into a business helping thousands of advisors. Advisors learn different ways to segment clients and focus on one task at a time to avoid overwhelming them. Interactive checklists now allow advisors to gather client information digitally before meetings to better address their needs. This discussion provides advisors with ideas on maintaining relationships and continuously demonstrating value.
"It's one thing to come up with the financial plan. But how do you deliver the plan? How do you get that client to not just take the recommendation and agree to it, but then follow through and actually do it?" - Michael Lecours
This week on The Model FA Podcast:
Engaging clients through FP Pathfinder.
Creating a flowchart for financial advisors to streamline client conversations.
Balancing financial planning and business growth.
Improving client engagement in financial planning through four key areas.
Simplifying financial planning for clients.
Personalized financial planning and client engagement.
Adding value to low-maintenance clients in financial planning.
Using checklists for client reviews in financial planning.
Creating financial planning checklists and flowcharts for various audiences.
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.
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.
Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Podcast guest is Tyson Ray, CEO, Founding Partner, Senior Wealth Advisor at FORM Wealth Advisors. FORM Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147; 262-686-3005.
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.
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.
Website: https://www.sphynxautomation.com
Email: team@sphynxautomation.com
Shout out to YCharts!
Download your copy of their ETF research and don't forget, get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only).
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.
Email: Eric@abundowealth.com.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.
This episode is sponsored by our friends at YCharts. Save the date for January 25th because YCharts will be hosting a must-attend webinar covering economic forecasts, key industry shifts, and potential market drivers that financial advisors should be aware of in 2024. Whether you're a seasoned pro or just starting out, you'll leave this webinar with actionable strategies for leveraging YCharts tools to not only navigate but succeed in the changing market dynamics. Register now to secure your spot and get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only)."
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.
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.
Business planning and book recommendations.
The importance of think time for financial advisors.
This episode is sponsored by our friends at YCharts. YCharts has a special gift for you just in time for the holiday season – their final research piece of the year, "The Top 23 Charts of 2023"! Dive into a curated slide deck that captures the essence of the year gone by – from the highs to the lows that defined the financial landscape. With featured market and economic storylines and key visuals from industry thought leaders, consider this comprehensive tool as your ticket to elevating your year-end communication with clients and prospects. Make an impact and showcase your value by clicking the link in the show notes to secure a copy of "The Top 23 Charts of 2023" deck. Remember, get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only).
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.
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