An Unrivaled Passion for Operational Efficiency with Jason Mirabella

Model FA Podcast

In this episode, David DeCelle, CEO of ModelFA, sits down with Jason Mirabella, founder of Deliver Advice. Jason shares his 25-year career journey in the financial services industry, discussing his transition to the RIA space and his experience as Chief Platform Officer and COO at WealthSource Partners, a $2.1-2.3 billion RIA. He explains the importance of moving from an advisor-centric mindset to an enterprise mindset when building scalable advisory firms.

Jason introduces the "blocks" methodology of Deliver Advice, which focuses on nine key areas of an enterprise-level business, including strategy, platform, client experience, and culture. He emphasizes the need for a shared philosophy and framework to create cohesive outcomes for firms.

The conversation also covers the challenges of organic growth and M&A in the industry, including the concept of "Franken Firms" and the risks associated with advisor-dependent businesses. Jason provides actionable steps for larger firms to address these issues, such as focusing on strategic planning and alignment.

Key Takeaways:

Jason's career journey and evolution from an analyst to an enterprise-level consultant

The importance of moving from an advisor-centric to an enterprise mindset

Deliver Advice's "blocks" methodology for building scalable advisory firms

Addressing the challenges of organic growth and M&A in the industry

Actionable steps for larger firms to improve organizational health and culture

Connect with Jason:

• Website: https://www.DeliverAdvice.com

• Email: [e-mail]

• LinkedIn: https://www.linkedin.com/in/jasonmirabella/

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.

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Our Team:

President of Model FA, David DeCelle

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