AI for Financial Advisors – Advisor Mentorship Podcast

Using AI to Build a More Efficient Financial Advisory Practice with Greg DuPont (Ep. 119)

By Advisor Mentorship Podcast | July 28, 2026

Financial advisors are under pressure to serve more clients, improve efficiency, and keep up with rapidly changing technology.

How do you use AI without losing the personal relationships that clients value most? And where should advisors begin if they want technology to improve their daily work instead of creating more complexity?

In this episode, Jeremy Houser sits down with Greg DuPont, JD, CFP®, CEO of Advocate Wealth Solutions and host of The March to a Million Podcast, to discuss how AI is reshaping advisory firms from the inside out. Greg shares how he’s built AI into his planning process, why he believes human relationships become even more valuable as technology improves, and how automation is helping him create better experiences for clients while operating a leaner business. They also explore estate planning, advisor productivity, and the growing need for tax education as more families prepare to transfer wealth.

Key takeaways:

Building AI systems that support advisors without replacing personal relationships
Using estate planning conversations to attract better-qualified prospective clients
Creating daily AI workflows that improve accountability and follow-through
Helping families understand retirement tax exposure before it becomes a surprise
Combining technology with human judgment to improve the client experience
And more!

Resources:

March to a Million Podcast with Greg DuPont

Connect with Greg DuPont:

Connect with Jeremy Houser:

About Our Guest:

Greg DuPont is the CEO of Advocate Wealth Solutions, an attorney, financial advisor, entrepreneur, and host of the March to a Million and Your Financial Advocate podcasts. Through his work, Greg helps attorneys, professionals, and business owners reduce lifetime tax costs, manage risk, and create financial strategies that support the lives they want to live.

Driven by his mission, “The March to a Million,” Greg aims to positively impact one million U.S. families by 2030 by helping them preserve more of their wealth through thoughtful tax planning, estate planning, and comprehensive financial guidance. He believes true financial planning extends beyond today’s tax return and focuses on reducing lifetime tax exposure while improving wealth preservation and transfer.

In addition to leading Advocate Wealth Solutions, Greg has mentored financial professionals across the country, is a contributing author to The Recipe for Success, and is an Expy Award-winning presenter for Business on Broadway. Outside of work, he’s a passionate supporter of The Ohio State Buckeyes and the Columbus Blue Jackets, enjoys cooking, and unwinds with a glass of red wine or a Bombay Sapphire martini.

Disclosure #5717546 – 0826

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How Advisors Can Use AI, Data, and Referrals to Grow Smarter with David DeCelle (Ep. 115)

By Advisor Mentorship Podcast | June 2, 2026

For financial advisors trying to grow in a world where AI, digital marketing, and client expectations are changing fast, one of the biggest questions right now is this:

How do you use technology to scale without losing the human connection that actually builds trust?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with David DeCelle, Co-Founder of WealthReach and CEO of Model FA, to unpack how advisors can use AI, marketing data, and modern growth strategies to build more meaningful client relationships while scaling their businesses.

This conversation is especially relevant for advisors, firm owners, and growth-focused professionals who want to improve prospecting, create more intentional marketing systems, and better understand how discoverability is changing across Google, AI tools, YouTube, and social platforms.

David discusses:

Why most advisor marketing still feels disconnected from how people actually search for financial guidance today
How AI tools can help advisors create efficiency without replacing trust or relationships
What website visitor tracking and intent data can reveal about prospective clients
Why many advisors struggle with referrals, even when clients are happy
And more!

If you’re an advisor trying to balance growth, visibility, and authentic relationship-building in a rapidly changing digital environment, this episode offers a practical perspective on where the industry is headed and how to adapt intentionally.

Resources:

Model FA Podcast

Connect with David DeCelle:

Connect with Jeremy Houser:

jeremy.houser@simplicitygroup.com
713-808-8548
Schedule a Call
Our Teams Website
Connect with Jeremy
@jeremyhouser_amp
@jeremyhouserAMP

About Our Guest:

Most financial advisors are great at managing money. They are not always great at growing a business.

That gap is what David has spent the last decade working to close.

David is the CEO of Model FA, a consulting and coaching company built specifically for financial advisory firms that want to grow with intention. Model FA works with advisors who are serious about building systems, not just chasing tactics. The foundation of everything they do is the Feedback Marketing methodology, a behavioral science-based approach to referrals and relationship-driven growth that actually moves the needle, originally created by Dan Allison.

He is also the Co-Founder and Chief Partnership Officer of WealthReach, an AI-powered Growth Platform built for advisors.

Put simply, David helps financial advisors grow their firms in ways that feel authentic and sustainable, whether that is through coaching, content, technology, or all three.

Along the way, he has hosted over 200 episodes of the Model FA Podcast, co-authored the book “Organic Growth Revolution” with Dan Allison, and had the privilege of working with some of the most growth-minded advisors and firms in the industry.

If you are a financial advisor looking to build a firm that runs like a real business, or a platform or enterprise looking to support advisor growth at scale, David would love to connect.

This is the work he is most excited about, and he is just getting started.

Disclosure #: 5441226 – 0626

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