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Originators: An Entrepreneurial Podcast

Jun 22, 2022

David DeCelle is the President of Model FA, a family of companies dedicated to helping financial advisors find success in their business. Passionate about helping advisors create a memorable client experience, David leads a team of 18 at Model FA to serve thousands of advisors worldwide. He is the Founder and former CEO of The Financial Advisors’ Alliance, a consultancy firm that later merged with the Model FA family. Before becoming a consultant and entrepreneur, David served as Financial Advisor and Director at Northwestern Mutual.


David joins me today to discuss how Model FA helps financial advisors build businesses around the right kind of clients. He shares his background and journey to building and growing a business. He describes how financial advisors and entrepreneurs can fall in love with their business again and discusses the importance of putting your entrepreneurial ego aside. He also highlights the impact of building relationships with clients and underscores the value of learning outside of your industry.


“Setting aside time to strategically think about how you can do more of the things that you love will benefit your business, employees, and the people you serve with the product and services you deliver.” - David DeCelle


This week on Originators:


  • About Model FA and its service offerings for financial advisors
  • Model FA’s Energy Audit and how to use it to reignite your passion for your business
  • The struggles and challenges David met in his business-building journey
  • What led David to branch out and launch his business
  • What motivated David to continue working towards his business goal
  • Where David found direction and advice on starting a business
  • How David collaborated and merged with another consultancy to form Model FA
  • David’s advice on shifting from entrepreneur to intrapreneur
  • The art of relationship building
  • David’s relationship with money and how it has changed over the years


Resources Mentioned:



Our Favorite Quotes:


  • “When you start something new, there’ll be risk and failure. Hang in there and keep fighting, you might just be three feet away from gold.” - Zak Leedom
  • “If you’re going to take advice, take advice from people where you want to be or have gone through what you want to go through.” - Zak Leedom
  • “Ensure that you’re spending your time doing activities in the business that give you energy.” - David DeCelle


Connect with David DeCelle:



About WealthSource and The Originators Podcast

Originators is a show for and about entrepreneurs. In each episode, host Zak Leedom sits down with business builders and the professionals who serve them to talk about the challenges and the opportunities that come with starting something new. Our guests explore what it means to be a successful founder, a good leader, and an effective executive — and whether it’s possible to do all three. Join us to hear their stories and lessons learned — and to get inspired by their tenacity and creativity.

Zak Leedom works for WealthSource, an independent financial advisory firm with offices across the US. All opinions expressed by Zak are his own opinions and do not reflect the opinions of WealthSource. This podcast should not be relied upon for financial decisions. 

Email Zak Leedom at with questions, comments, and to schedule a one-on-one conversation. 

Follow Zak on LinkedIn.


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This podcast is distributed for informational purposes only.  Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy.  Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances.  All investing involves risk of loss, including the possible loss of principal.  Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit.  All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly.  Investment advisory services offered by WealthSource Partners, LLC.  Insurance products and services offered by WealthSource Insurance Solutions, LLC.  Neither WealthSource Partners, LLC nor WealthSource Insurance Solutions, LLC or their representatives provide legal or accounting advice.  The content of this podcast represents the views and opinions of Zachary Leedom and/or the podcast’s guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC.  Statements made in this podcast are subject to change without notice.  Neither WealthSource Partners, LLC nor WealthSource Insurance Solutions, LLC or their representatives, the podcast’s hosts or its guests have an obligation to provide revised statements in the event of changed circumstances.