For more than five years we’ve had the extreme privilege of talking to the best and the brightest about how to become more referable and to drive...
David DeCelle is the President of Model FA, a coaching company and agency that helps advisors drive growth and transform the client experience. Our...
Shauna Mace is Head of Practice Management and Managing Director with SEI. She's responsible for programs that help advisors create efficiencies in...
Andrea Schlapia is the Founder and CEO of Ironstone, a firm that helps financial advisors enhance their strategic planning process, business development...
Suzanne Siracuse is the founder and CEO of Suzanne Siracuse Consulting, a company that specializes in advising financial services firms on business...