David DeCelle is the President of Model FA, leading a talented team on a mission to serve thousands of advisors all over the world. David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals.

Patrick Brewer is on a mission to equip financial advisors with the knowledge and the tools they need to grow and thrive. He is the founder of Model FA, a complete coaching and consulting platform dedicated to financial advisor success. Patrick is passionate about helping advisors optimize their marketing strategy, solve tactical problems that stand in the way of exponential growth, and reach their full potential.

Dan Allison knows how to get your clients talking — to you and about you. As the creator and chief evangelist of the Feedback Marketing method, Dan has developed a client engagement process that can double or even triple your current referrals and introduc- tions. Dan has taught thousands of industry professionals how to use his behavioral-based process to turn clients into enthusiastic and convincing referral sources. Dan also serves as the managing partner of Brokers Clearing House (BCH), a company that connects fiduciary financial advisors with the best insurance solutions for their clients’ needs. Dan’s book, “Feedback Marketing How to Duplicate Clients, Attract Prospects, and Create Advocates… Without Talking,” is available on Amazon and wherever books are sold.