About these summaries
Octagon has summarized 9 episodes of Model Fa Podcast published between Jan 6, 2026 and Sep 15, 2026. The companies discussed most often are Google and LinkedIn. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- GOOG 2
- GOOGL 2
Most-mentioned companies
- Google 2
- LinkedIn 2
Episodes
- How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi
Raj Doshi, president and COO of April, argues that embedded tax technology can turn tax from a seasonal burden into a growth engine for wealth management firms.
- Why Financial Advisor Marketing Fails, and What Actually Works with Zeke Silvani
Zeke Silvani argues that financial advisor marketing fails when it is treated as a single tactic instead of a coordinated system.
- How RIAs Drive Organic Growth: Referrals, Niches, and Authentic Marketing (MFA Podcast w/ Daniel...
Organic growth for RIAs is framed as an execution problem built on a few non-negotiables: know yourself, know who you serve best, and then build a repeatable process around that…
- The Power of Video in Financial Marketing with Taylor Schulte
Taylor Schulte described an unplanned path into financial advising, starting at Morgan Stanley in 2007 and eventually leaving to launch Define Financial in 2014 so he could build…
- MFA 206 - The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring...
Jeremy Houser argues that most advisor growth bottlenecks are not demand problems but time and delegation problems.
- Navigating the Rapidly Evolving M&A Landscape with Allen Darby
Allen Darby argues that wealth management M&A has become far more crowded and sophisticated than it was four or five years ago.
- Unreasonable Hospitality and the Future of the RIA with Jennifer des Groseilliers
Jennifer des Groseilliers said her career path moved from law to financial advising, then through the broker-dealer world and ultimately into the RIA model, which she views as…
- FinTech OGs: Streamlining Financial Advisor Operations and Eliminating NIGO Joel Friedman
Forms Logic’s value proposition is to remove the manual friction in advisor onboarding and account opening.
- The Power of Intentionality and Consistency with Sam Luke & Lawrence Bearman
The episode focused on how two UK advisers, Sam Luke and Lawrence Bearman, used LinkedIn intentionally and consistently to build trust, establish niche authority, and drive…
Model Fa Podcast, its episodes and artwork belong to David DeCelle. Octagon is not affiliated with the show; these pages are independent summaries.
