Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #94 – From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle
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Are you “in love” with your business? Or did you used to be, but have “fallen out of love?”
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 effectively 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.
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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.
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:
About Our Guest
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.
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
