1 rich Libsyn https://www.libsyn.com 90 600 In this episode of the Model FA Podcast, David DeCelle sits down with Matthew Halloran, Chief Evangelist at Zocks, for a conversation that goes way beyond financial advisor technology. Matthew shares his journey from therapist, to life coach at Carson, to building Proudmouth, to helping advisors reclaim their time and use it more intentionally. The conversation covers persistence, personal growth, client experience, organic growth, niche marketing, and why the best advisory firms are not just focused on more AUM, but on helping more people. David and Matthew also dig into how advisors can use freed-up time from technology and AI to create better client events, deepen relationships, uncover opportunities inside their existing book of business, and build a practice that supports a better life. If you are a financial advisor looking to grow with more intention, create stronger client relationships, and rethink how you spend your time, this episode is for you. In this episode, David and Matthew discuss: • Matthew’s path from therapy to financial services coaching • Why advisors need support beyond practice management • The role of persistence, resilience, and asking for help • How client events can become a powerful organic growth strategy • Why advisors should create “return on moments” for clients • The importance of choosing a hyper-focused niche • Why marketing often takes 18–24 months before momentum compounds • How AI and integrated technology can uncover opportunities inside your existing client base • Why growth should be framed around helping more people, not just adding more assets • How better listening can improve client relationships and personal relationships When advisors get time back, the goal should not be to simply fill that time with more busywork. The opportunity is to reinvest that time into deeper client relationships, better experiences, more focused growth, and a better life outside the business. #ModelFAPodcast #FinancialAdvisorMarketing #AdvisorGrowth #ClientExperience #OrganicGrowth #FinancialAdvisors #PracticeManagement #AIForAdvisors #DavidDeCelle #MatthewHalloran Connect with Matthew Halloran: LinkedIn: Search Matthew Halloran Book: Shut the F Up and Listen TEDx Talk: Search “Matt Halloran TEDx” Zox: Zocks.io 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&amp;nbsp; 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.&amp;nbsp; 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.&amp;nbsp; Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. The Model FA http://themodelfa.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41572805/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/202753005