WealthReach, a growth platform for registered investment advisors (RIAs) and wealth management firms, has acquired the intellectual property (IP) assets of Model FA, a provider of coaching, marketing, and development services for financial advisors. This acquisition integrates Model FA’s resources with WealthReach’s AI-powered client prospecting tools, launching a new consulting practice designed to address organic growth strategies and AI implementation for advisory firms. The IP acquisition combines the work of recognized experts in advisor growth. Dan Allison, known for his Feedback Marketing framework, has assisted advisory firms in generating referrals from existing client relationships. David DeCelle, CEO of Model FA and co-founder of WealthReach, has guided over 250 RIAs in scaling organic growth strategies. Their combined methodologies provide WealthReach with a foundation to help advisory firms achieve consistent referrals, establish repeatable marketing systems, and convert prospecting activity into client relationships. David DeCelle stated, “Model FA was built to give advisors the coaching and development resources they need to grow their practices through real relationships and scalable systems. WealthReach is taking these proven systems and pairing them with AI tools and hands-on consulting to help firms better identify, reach and attract in-market prospects. For the first time, advisors have a single platform that helps them find the right prospects and a proven system for turning those prospects into clients.” WealthReach is also addressing the challenges advisory firms face in adopting AI. Many firms acknowledge the importance of AI but struggle with tool prioritization and compliant implementation. WealthReach’s consulting practice aims to guide firms through this process, incorporating SEC and FINRA regulatory considerations from the outset. Michael Barrasso, co-founder and CEO of WealthReach, commented, “Most advisory firms have pieces of a growth strategy—a referral program here, some content there, maybe a social media presence—but nothing that connects into a cohesive system for consistently attracting, converting and multiplying ideal clients. What we’ve built changes that. WealthReach is now the only firm in this space that can help an advisory firm build a comprehensive organic growth strategy and give them the AI-powered tools to execute it in a compliant, streamlined way.” WealthReach supports advisory firms in identifying and engaging high-intent prospects through website visitor identification, off-site intent data, and AI-generated outreach sequences. The firm recently launched Attract, an AI-powered search engine optimization and answer engine optimization agent specifically for financial advisors, and plans to introduce additional platform capabilities in the coming weeks.