Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods

David DeCelle interviews Steven Woods, CEO of Sterling Shire, about his journey and the firm's innovative approach to the financial industry. Steven shares his background, including dropping out of high school, joining Wall Street, and founding Sterling Shire. The firm aims to revolutionize the industry by offering advisors a 100% payout model, eliminating back-end revenue streams, and automating compliance processes. Woods highlights the "advice on demand" model, where clients pay only for successful recommendations.

In This Episode:

0:00 - Introduction
0:04 - Guest Background
5:00 - Wall Street Beginnings
10:25 - Industry Problems & Opportunities
17:50 - Unique Client Engagement Model
26:09 - Building a World-Class Leadership Team
28:12 - Impact of "Moneyball" Book

Connect with Steven:
Website: sterlingshire.com
Email: Available on website

#FinancialServices #Investing #WealthManagement #Entrepreneurship

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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