EP758 - David DeCelle on Value Acceleration and Exit Planning for Business Owners

In this episode of Chasing the Insights, I talk to David DeCelle.  David talks to us about Value Acceleration and Exit Planning for Business Owners. David DeCelle is the CEO and driving force behind Model FA, a consultancy devoted to helping financial advisors scale their practices, and the co-founder of The Exchange, an exclusive peer-to-peer forum for top-performing advisors. With years of hands-on experience as a financial advisor himself—and as a coach to multi-billion-dollar AUM firms—David knows what it takes to move the needle in a competitive industry. Under his leadership, Model FA has guided dozens of advisory teams through every stage of growth: from refining their value proposition and deepening client relationships to streamlining back-office operations for maximum efficiency. His data-backed frameworks have helped teams boost client retention, elevate service standards, and unlock new revenue streams without sacrificing the personal touch that clients value most. As co-founder of The Exchange, David created a community where high-net-worth advisors can swap best practices, benchmark performance metrics, and troubleshoot challenges in real time. His facilitation style is part strategist, part facilitator—always pushing members to question assumptions, test new approaches, and pursue sustainable, long-term growth.

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