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Treść dostarczona przez David DeCelle and Model FA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez David DeCelle and Model FA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses

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Manage episode 445287291 series 2709297
Treść dostarczona przez David DeCelle and Model FA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez David DeCelle and Model FA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News.

Abby discusses her transition into growing large RIA firms like Fusion Advisor Network and Hightower Advisors, and the key lessons she's learned about advisor growth and operational efficiency.

Check out these key moments:

0:06:35 Abby's early career path and how she "happenstanced" into financial services

0:12:35 Abby's move from publishing into the custodial side at TD Waterhouse

0:15:35 Abby's experience growing Fusion Advisor Network, Private Advisor Group, and Hightower

0:24:04 Abby's approach to helping advisors identify where they spend their time and energy

0:31:07 Abby's focus on culture and selectivity in who RFG brings onto their platform

0:36:32 How RFG balances automated content with custom, advisor-branded content

This episode is full of insights for any financial advisor looking to grow their practice in a sustainable way. Tune in to hear Abby's unique perspective from her diverse background in the industry.

Connect with Abby:

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 Exchange on Skool.com to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

  continue reading

102 odcinków

Artwork
iconUdostępnij
 
Manage episode 445287291 series 2709297
Treść dostarczona przez David DeCelle and Model FA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez David DeCelle and Model FA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News.

Abby discusses her transition into growing large RIA firms like Fusion Advisor Network and Hightower Advisors, and the key lessons she's learned about advisor growth and operational efficiency.

Check out these key moments:

0:06:35 Abby's early career path and how she "happenstanced" into financial services

0:12:35 Abby's move from publishing into the custodial side at TD Waterhouse

0:15:35 Abby's experience growing Fusion Advisor Network, Private Advisor Group, and Hightower

0:24:04 Abby's approach to helping advisors identify where they spend their time and energy

0:31:07 Abby's focus on culture and selectivity in who RFG brings onto their platform

0:36:32 How RFG balances automated content with custom, advisor-branded content

This episode is full of insights for any financial advisor looking to grow their practice in a sustainable way. Tune in to hear Abby's unique perspective from her diverse background in the industry.

Connect with Abby:

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 Exchange on Skool.com to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

  continue reading

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