The New Skool: Recent Episodes
FiComm Partners
New Skool - Anything that is fresh and new and threatens the established way of thinking or doing. It is the opposite of Old School. A podcast series about truth, connection and authenticity - New Skool in the really old school world of finance.
In The New Skool season finale, we break down the core lessons from Season 3 into a practical marketing blueprint rooted in authenticity, clarity, and connection. You’ll learn how to align your internal brand with external messaging, modernize your COI strategy, and turn overlooked tools like client communications and events into growth engines. Whether you're stuck on a plateau or building momentum, this episode is your cheat sheet for marketing that actually works.
Key takeaways:
- Your website and messaging should reflect what it’s actually like to work with you.
- COIs aren't just attorneys—expand to all professionals your ideal client interacts with.
- Client communications and events can create trust, deepen relationships, and generate referrals.
Connect with us:
- Beverly Flaxington on LinkedIn
- Matt Middleton on LinkedIn
- Rishi Bharathan on LinkedIn
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. In this episode, Rishi Bharathan, CEO of WiserAdvisor, shares why reviews are no longer optional and how even a handful can dramatically improve your SEO and credibility. We dive into how to start collecting reviews strategically, address concerns around negative feedback, and use authentic client voices to build real competitive advantage. Whether you manage $25M or $250M, this conversation will help you rethink organic growth in a review-driven world.
Key takeaways:
- Prospects form up to 90% of their impression before ever speaking with you—your reviews matter.
- Google rewards user-generated content, making reviews a powerful SEO tool.
- A sustainable review strategy starts with a representative client sample and builds trust over time.
Connect with us:
- Rishi Bharathan on LinkedIn
- WiserAdvisor Website
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Is SEO the silver bullet for growth or just another buzzword?
In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it’s less about algorithms and more about clarity. We explore how Google’s evolving search landscape now favors content that clearly communicates who you serve and how you help—across platforms like LinkedIn, YouTube, and even TikTok. Meg explains why consistent, authentic content is the real driver of visibility and trust.
Key takeaways:
- SEO today is about clarity, not keywords.
- Your presence across platforms matters more than ever.
- Real results come from consistent, client-centered content.
Connect with us:
- Meg Clarke on LinkedIn
- Clapping Dog Media
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Tired of hosting client events that feel great but lead nowhere? Micro-events change the game. Create intimate, high-impact experiences tailored to your best clients’ passions that actually deepen engagement and accelerate referrals.
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Small groups (under 12 people) = deeper connections
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Plan 4-6 months ahead for high-touch engagement
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No sales pitches—just meaningful experiences
From Porsche racing for adrenaline seekers to hands-on pottery for engineers, these curated events create an environment where unsolicited referrals are a natural outcome without awkward asks.
Connect with us:
- Matt Middleton on LinkedIn
- Future Proof
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder.
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Validation – People search you after a referral.
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Client touchpoint – Stay visible between meetings.
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Network growth – Get in front of COIs & ideal prospects.
You don’t need to be everywhere—just where your best clients are. Focus on creating value, engaging meaningfully, and using social as a tool, not a chore. Tune in for other social media marketing tips!
Connect with me:
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Your website should be your best marketing tool, not a roadblock. In this episode, we reveal why clear messaging beats flashy design and how top firms use SEO, videos, and personalization to turn visitors into clients. Learn the three-second test to see if your site is working and get practical tips to make it a lead-generating machine—whether you manage $500M or $20B in assets.
Listen now and upgrade your digital strategy!
Connect with me:
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Most COI referral strategies are outdated. In this episode, performance coach Bev Flaxington joins me to break down a more modern approach to COI (Center of Influence) referrals to drive organic growth in your firm. Today’s approach is less about asking for a referral and instead creating an environment where they are a natural outcome. Tune in now to find out more.
Connect with us:
- Beverly Flaxington on LinkedIn
- The Collaborative
- Beverly’s Bestselling Books
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
When did you last get a compliment on an email you sent to your clients? If it’s been a while, this is the episode for you.
Tune in as Candice shares next-level tips on how to write emails that result in increased engagement and increased referrals!
Connect with me:
- Candice Carlton on LinkedIn
Want to learn more…
- Visit ficommpartners.com
Discover how to transform your firm's marketing into a tool for genuine connection with high-net-worth clients. Join me as together we uncover the secrets to overcoming growth plateaus by aligning your strategy with your firm’s core mission, values, and ideal client profile. Learn to craft marketing that resonates, reflects your authenticity, and drives meaningful relationships.
Connect with us:
Candice Carlton on LinkedIn
Want to learn more?
Visit ficommpartners.com
Facing post-pandemic culture challenges, Stacey McKinnon, COO and CMO of Morton Wealth, decided they had to find a "new way." Dedicated to creating fulfillment, driving firm growth and creating an unmatchable client experience, they decided to do just that. It's highly unconventional and it's working.
Embracing the principles of "Brave New Work" her strategy cultivated a vibrant culture of active contributors rather than executors, sparking a remarkable growth. When we learned about her incredible achievements, inviting her to our podcast was a no-brainer. If you're looking to elevate your firm's management style, this episode is for YOU.
Stacey's LinkedIn | https://www.linkedin.com/in/stacey-mckinnon-morton/
Morton Wealth's LinkedIn | https://www.linkedin.com/company/mortonwealth/
Morton Wealth's Website | https://www.mortonwealth.com/
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Ross Marino, CFP, social entrepreneur, CEO, and author has navigated the unpredictable tides of life. Emerging from a challenging chapter, he underwent a profound transformation by embracing a human-first approach to his wealth management practice and life.
Now he is taking this to the industry as the creator of SHIFT events, a series that brings together industry leaders and pioneers of the human-first approach to expand its impact and help more people. By exploring his journey and the guiding principles behind it, we can all discover valuable lessons on how to cultivate deeper connections that fuel positive change in our industry.
Ross' LinkedIn | https://www.linkedin.com/in/ross-marino/
Transitus Wealth Partners' Website | https://transituswealth.com/
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The number one success factor in an M&A transaction is culture fit, but what is a good culture? How do you create it? Angie Herbers is a well-known management consultant in our industry, and she brings an innovative perspective on how to think about culture and what the real ROI is. In this latest New Skool episode, she shares insights to help you think about it within your own firm.
Angie's LinkedIn | https://www.linkedin.com/in/angieherbers/
Herbers & Company's LinkedIn | https://www.linkedin.com/company/herbers-company/
Herbers & Company's Website | https://www.herbersandcompany.com/
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If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass
If you're focused on achieving growth, then this episode is perfect for you! We had the pleasure of having Tiffany Charles, the Chief Growth Officer at Destiny Capital, join us on the New Skool podcast.
She shares her personal journey that led her to this role, the valuable lessons she has learned along the way, and provides a comprehensive guide to help businesses get to the next level.
https://www.linkedin.com/in/tiffany-charles-1a3998b0/
https://destinycapital.com/
https://entrepreneuraligned.com/
Subscribe to never miss an episode and connect with us on:
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Twitter | https://bit.ly/FiCommTwitter
If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass
In this special episode, we are joined by award-winning podcaster, Co-Founder of Onyx Advisor Network, Co-Founder of BLatinX Internship, and Founder & CEO of Gen Next Wealth Emlen Miles-Mattingly in front of a live audience at BNY Mellon Pershing.
Emlen uses his influence to create a more inclusive industry that welcomes top talent. We empower you to listen to this discussion through your own lens so that you can create change within our industry.
Onyx Advisor Network | https://www.onyxadvisornetwork.com/
BLatinX Internship | https://www.blxinternship.org/
Gen Next Wealth | https://gennextwealth.com/
Emlen Miles-Mattingly's LinkedIn | https://www.linkedin.com/in/emlen-miles-mattingly/
Emlen Miles-Mattingly's Twitter | https://twitter.com/emilesmattingly
Subscribe to never miss an episode and connect with us on:
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LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solution, to discuss our shared love of podcasting, how to show up authentically, and the impact it can have on advisor businesses.
In this episode, we talk about how to rise above the noise, free yourself from the torment of sales, and grow your client credibility through podcasting. Our FiComm and ProudMouth partnership is designed to elevate advisor marketing across the industry.
Website | https://proudmouth.com/
Matt's LinkedIn | https://www.linkedin.com/in/matthalloranpm/
Matt's Twitter | https://twitter.com/MattHalloran_
Subscribe to never miss an episode and connect with us on:
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We are wild advocates for advisor video and coach advisors on how to rock video across their client experience in our quarterly DIY Video Workshop. That’s why we were so excited to partner with FMG and partner with Samantha Russell on our podcast to talk about the power of advisor video.
Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies and marketing automation. Helping advisors understand how digital marketing can transform your mindset and change the way they engage clients.
In this episode, we cover how advisors can rock the power of video to supercharge their marketing. We share first-hand experience of what it takes to adopt video, zero click content, and details of the FiComm and FMG partnership designed to elevate advisor marketing across the industry.
https://twitter.com/SamanthaTwenty
https://www.linkedin.com/in/samanthacrussell/
https://fmgsuite.com/
Subscribe to never miss an episode and connect with us on:
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Twitter | https://bit.ly/FiCommTwitter
As the former Head of Acquisitions, Matt Brinker, closed 90 transactions in his 13 years with United Capital. After setting his sights on a new path, Matt is now the managing partner at Merchant Investment Management.
In this episode, Matt shares his love for the independent advisor space, how he believes your capital partner influences your destination and what drives his passion. He also speaks about the key ingredients to digital marketing and how his own money story has shaped his perspectives.
https://www.linkedin.com/in/mattbrinker/
https://twitter.com/mkbrinker?lang=en
https://www.merchantim.com/
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
As the former Head of Acquisitions, Matt Brinker, closed 90 transactions in his 13 years with United Capital. After setting his sights on a new path, Matt is now the managing partner at Merchant Investment Management.
In this episode, Matt shares his love for the independent advisor space, how he believes your capital partner influences your destination and what drives his passion. He also speaks about the key ingredients to digital marketing and how his own money story has shaped his perspectives.
https://www.linkedin.com/in/mattbrinker/
https://twitter.com/mkbrinker?lang=en
https://www.merchantim.com/
Subscribe to never miss an episode and connect with us on:
Website | https://bit.ly/FiCommPartners
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Stephanie McCollaugh of Sophia Financial and Kevin Gaines of FMG Planning, are this year’s FiComm and Investment News, Podcast Award-winners in the category of Educate and Empower! Forming the Take Back Retirement podcast, these two felt a calling to reshape the retirement conversation for women over 45 years old.
In this episode, co-hosts Stephanie and Kevin share their journey and what drove them to start their podcast, Take Back Retirement. One of their main focuses is to meet women where they are by creating the space for women to concept and understand the possibilities of retirement. They interview women to hear their real-life retirement stories, where they drop the technical jargon and focus on the world's possibilities. Both Stephanie and Kevin attribute their success to not being afraid to take a chance!
Podcast Website | https://takebackretirement.com/
Sofia Financial Website | https://sofiafinancial.com/about-us/
AFMG Planning Website | https://afmgplanning.com/
Stephanie’s Twitter | https://twitter.com/sofiafinancial
Stephanie’s Instagram | https://www.instagram.com/sofiafinancial/?hl=en
Stephanie’s LinkedIn | https://www.linkedin.com/in/stephaniemccullough/
Kevin’s Twitter | https://twitter.com/2ndHalfPlan
Kevin’s LinkedIn | https://www.linkedin.com/in/kevinmgaines/
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Stephanie Bogan, the founder of Limitless Advisor, is no stranger to success. She sold her first consulting firm to a fortune 200 company and built the client experience at United Capital. But she always felt like something was missing.
In this episode, she shares her own journey in finding freedom, becoming her most authentic self and the power of mindset. We catch a glimpse at not only how to create a business that is successful but more importantly a life that is empowering.
https://twitter.com/steph_bogan
https://www.linkedin.com/in/sbogan/
https://limitlessfa.life/
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Michael Kitces is an industry speaker, trailblazing Twitteree and the founder of Kitces.com. As the publisher of both The Kitces Report and the Nerd’s Eye View blog, Michael has accumulated a twitter following of 72.9K.
In this episode, Michael shares his own experience in overcoming imposter syndrome and discovering first-hand the power and vulnerability of defining a niche. He attributes much of his success to knowing that some people will love his work and some will hate it and inspires us all to be a little more comfortable in our own skin.
https://www.kitces.com/
https://www.linkedin.com/in/michaelkitces/
https://twitter.com/michaelkitces
Kitces' Insight on the Power of Social Media in 2013
Carl Richards + Michael Kitces Podcast on Niches
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money.
In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money.
Website: https://www.shapingwealth.com/
Brian’s Portnoy’s LinkedIn: https://www.linkedin.com/in/brianportnoy/
Brian’s Portnoy twitter: https://twitter.com/brianportnoy
Brian Portnoy’s book: The Geometry of Wealth
At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors.
In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.
https://www.keelpoint.com/
https://www.linkedin.com/company/keelpoint/
https://twitter.com/stevenskancke
https://www.linkedin.com/in/steven-skancke-4659544/
https://www.linkedin.com/in/mike-perry-72b9b18/
On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Services.
She shares her experience, learnings, and successes in supporting advisors to tell their individual stories under one brand. She is truly taking a "new skool" approach to advisor marketing and we're such fans.
Website - https://www.capitalgroup.com/pcs/
LinkedIn - https://www.linkedin.com/in/samantha-gammell-tardiff-4931221/
In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a woman CIO, the importance of having a diverse investment team, and the RIA space's move away from being super focused on returns.
Website: https://www.kestrafinancial.com/newsroom/authors/kara-murphy
LinkedIn: https://www.linkedin.com/in/moneywithmurphy/
Twitter: https://twitter.com/moneywithmurphy
Jacqueline Martinez, Managing Partner of Alaris Acquisitions, joins us to explain what’s going on in the M&A Space and the number one things advisors should consider when looking for a new home.
She explains how to get buyer ready, increases maximum value, and the most important determinants of a successful fit.
Alaris Acquisitions: https://alarisacquisitions.com/
LinkedIn: https://www.linkedin.com/in/jacqueline-martinez-/
Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding for SaaS founders through private credit.
We talk inventing a new way, experimental mindset, growing with a lean team, adopting to remote work across a multigenerational workforce, and the evolution of private credit.
LinkedIn: https://www.linkedin.com/in/markbakker/ and https://www.linkedin.com/in/mike-walkinshaw-1a9688/
Website: https://timiacapital.com/
Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on trust law, he’s had to make the shift to managing a team and exploring the world of content creation.
In this episode Adam discusses that shift, helping his team to grow and develop, and the importance of creating content.
First National Bank in Sioux Fall Website: https://www.fnbsf.com/
Adam’s LinkedIn: https://www.linkedin.com/in/adam-cox-bb11845/
The First National Bank in Sioux Falls YouTube: https://www.youtube.com/watch?v=xF9YawHzdaI
The First National Bank in Sioux Falls Instagram: https://www.instagram.com/fnbsf/?hl=en
Common Cents on the Prairie: https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167
Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – boa ok and awaraward-winningd winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money.
In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.
Website: https://yourfinancialsobriety.com/
LinkedIn: https://www.linkedin.com/in/matthewgrishmanfinancialsobriety & https://www.linkedin.com/in/jimgebhardtcfp/
5-Day Show Me The Money Challenge: https://mailchi.mp/19b1678d470a/5-day-challenge
Emlen Miles Mattingly is CEO of GenNext Wealth + Host of The Minority Money podcast. He is also a previous New Skool guest (we were so excited to have him back on!) and the winner of our podcast competition in the Diversity & Inclusion category. In this episode, we hear a little bit more about Emlen’s journey with podcasting and how it’s helped him make a change, while also driving commercial success.
Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Website - https://gennextwealth.com/
Podcast series - https://www.minoritymoneypodcast.com/
Linkedin - https://www.linkedin.com/in/emlen-miles-mattingly
Instagram - https://www.instagram.com/emilesmattingly/?hl=en
Chris Savage and Brendan Schwartz are the cofounders of Wistia – what we call “the cooler, business version of YouTube” + most recently DIY video tools and podcast hosting.
In this episode, Brendan and Chris share their insights on building a disruptor company from the ground up, finding their niche, the nerves that everyone experiences with video, and the importance of keeping things simple.
LinkedIn: https://www.linkedin.com/in/cjsavage/ + https://www.linkedin.com/in/brendanschwartz/
Website: https://wistia.com/
Twitter: https://twitter.com/brendan?lang=en + https://twitter.com/csavage?lang=en
Mentioned in this episode:
Soapbox by Wistia: https://auth.wistia.com/session/new?app=soapbox
Square: https://squareup.com/us/en/campaign/free-reader-1?device=c&gclid=CjwKCAjwruSHBhAtEiwA_qCpppW7fhLIDz7Xg4v5ENPB4N80jf9dk2Zla2om-TiRQk9TbN-YJfEdhRoC0KwQAvD_BwE&gclsrc=aw.ds&kw=square+pay&kwid=p64800231635&matchtype=p&pcrid=531458821091&pdv=c&pkw=square+pay&pmt=p&pub=GOOGLE
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LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Arlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors to coach them towards becoming advisors of the future.
In this episode, Arlene and Carolyn discuss their take on the imposter syndrome and the idea that sometimes problems in your business may be a result of an emotional block.
LinkedIn: https://www.linkedin.com/in/arlenemoss/ and https://www.linkedin.com/in/carolyndallemolle/
Mentioned in this episode:
XY Planning Network - https://app.xyplanningnetwork.com
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Wes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of the co-founders of Udemy to release the first cohort-based learning platform – Maven.
In this episode, Wes shares her framework for embracing a mindset of experimentation to solve problems differently, the future of learning and the power of community and shared stories to create to change.
LinkedIn: https://www.linkedin.com/in/weskao/
Website: https://www.weskao.com/
Twitter: https://twitter.com/wes_kao
Mentioned in this episode:
Maven - https://maven.com/
AltMBA – https://altmba.com/
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Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community.
An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”
LinkedIn: https://www.linkedin.com/in/matthewgricks/
Haystack Financial Planning: https://www.linkedin.com/company/haystackfp/
Website: https://haystackfp.com/about
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Adam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warby Parker, Airbnb, Uber, and more! We were so excited to have him on as our first industry- outsider.
In this episode, he talks about the correlations between media and money, how making mistakes your own way is the secret to finding your authentic tone and offers his own, really inspired and candid take on how financial advisors can powerfully connect with those they seek to serve.
LinkedIn: https://www.linkedin.com/in/adamlisagor
Twitter: https://twitter.com/adamlisagor?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Instagram: https://www.instagram.com/adam.lisagor/?hl=en
Mentioned in this episode:
Sandwich - https://sandwich.co/
Wistia - https://wistia.com/
Virtual Production - https://www.globenewswire.com/news-release/2021/03/02/2184977/0/en/Global-3-1-Billion-Virtual-Production-Market-to-2026-Rising-Adoption-of-the-LED-Video-Wall-Technology.html
Acorns commercial - https://sandwich.co/work/acorns-spend/
Adam in Inc. Magazine - https://www.inc.com/dave-schools/5-tips-for-making-great-online-videos-from-expert-that-facebook-lyft-starbucks-trust.html
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Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more accessible and relatable for women of color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach.
Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.
Twitter: https://twitter.com/anjiekonte
Instagram: https://www.instagram.com/anjiekonte/?hl=en
LinkedIn: https://www.linkedin.com/in/annanjie/
Mentioned in this episode:
Carl Richards: https://www.youtube.com/watch?v=5MaHKPL8Mr4&list=PLKT45m1ksR2Q21lwjjcbVugmjZ_nVYVah
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Dani Fava’s name is synonymous with innovation. She was previously the Director of Institutional Innovation at TD Ameritrade Institutional and is now Head of Strategic Development at Envestnet leading transformation.
Named by IN as a 2020 Woman to watch she is known for showing up on stage in Nike hightops, saying the things people are often thinking but afraid to say and is committed to future-proofing the RIA industry. She talks about when she stopped pretending at work and her journey to more fully becoming herself at work.
LinkedIn: https://www.linkedin.com/in/dani-fava/
Twitter: https://twitter.com/envdani?lang=en
In this episode:
Mark Tewksbury – https://www.cnbc.com/2019/11/01/mark-tewksbury-says-having-space-to-be-me-helped-him-win-gold.html
The Brilliant Idiots – https://soundcloud.com/thebrilliantidiots
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LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.
In this episode she discusses Modernist’s mission to help change client money stories, financial planning as an “arc of change,” and blending non-traditional elements to create an RIA of change.
Linkedin - https://www.linkedin.com/in/georgialeehussey/
Mentioned in this episode:
Money Quotient: https://www.moneyquotient.com/
Modernist Financial: https://modernistfinancial.com/
Gestalt Therapy: https://www.psychologytoday.com/us/therapy-types/gestalt-therapy#:~:text=Gestalt%20therapy%20is%20a%20client,happening%20based%20on%20past%20experience.
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Twitter -https://twitter.com/FiCommPartners
Toussaint Bailey is the CEO of Enso Wealth and the Founder of the Just Listen Project. In this episode Toussaint shares about his Jerry Macguire moment, what it means to be a “human leader,” and his vulnerable yet profoundly powerful journey in creating The Just Listen Project and claiming the label “black professional.”
An avid student of the science of well-being and emotional health, much of Toussaint’s work is aimed at preserving and enhancing Enso Wealth’s unique culture and expanding the abundance mindset to help their clients live more fulfilling lives.
LinkedIn - https://www.linkedin.com/in/toussaint-bailey-8b174760/
Mentioned in this episode:
Enso Wealth - https://ensowealth.com/
Just Listen Project - https://www.youtube.com/channel/UCl72A3wmGr851d75XYKpgsw
Brene Brown - https://brenebrown.com/
Stretch Book: https://www.amazon.com/Stretch-Unlock-Power-Achieve-Imagined/dp/0062457225
Jerry Macguire Fish Scene: https://www.youtube.com/watch?v=S7Iq6lOSoPM
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Twitter -https://twitter.com/FiCommPartners
Seb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plethora of financial services companies across the globe. In this episode, he speaks about the alchemy of Client Experience in wealth management, what high net worth clients really want, plus the birth of the chief commercial officer, and the future of financial services. It’s not what you think.
You can find Seb here:
https://www.linkedin.com/in/sebastiandovey/
Mentioned in this episode:
United Capital (Goldman Sachs): https://www.goldmanpfm.com/
UBS: https://www.ubs.com/us/en/wealth-management.html
Scorpio Partnership: http://www.scorpiopartnership.com/
Subscribe to never miss an episode and connect with us on:
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LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Matthew Siegel, CMO + Co-Founder of Aperture Investors, is bringing vulnerability to active fund management- an industry they say is designed to fail. An unusual CMO in financial services, he was previously the Chief Digital Officer of Roc Nation, Jay-Z's media company, and VP at Ripcord Innovation Studio. In this episode, he discusses aligning alpha with client fees, Mariah Carey, and why their portfolio managers are on Instagram.
Twitter: https://twitter.com/matthewlsiegel?lang=en
LinkedIn: https://www.linkedin.com/in/mattsiegel/
Website: https://apertureinvestors.com/
Mentioned in this episode:
Roc Nation: https://www.rocnation.com/
Peter Kraus: https://www.linkedin.com/in/peterskraus/
New Skool Episode #3: https://podcasts.apple.com/us/podcast/humanizing-financial-advice-with-carl-richards/id1529343494?i=1000494670852
Mount Kilimanjaro: https://www.nationalgeographic.org/encyclopedia/kilimanjaro/
The Master Switch by Tim Wu: https://www.amazon.com/Master-Switch-Rise-Information-Empires/dp/0307390993
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Carl Richards is a Certified Financial Planner™, creator of the Sketch Guy column, appearing weekly in The New York Times since 2010, and has been featured on Marketplace Money, Oprah.com, and Forbes.com.
In this episode we were moved, expanded and connected by hearing Carl talk all things “imposter syndrome,” Pema Chodron, his most vulnerable career move, and his plea to the financial services to be more Human.
Twitter - https://twitter.com/behaviorgap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Website - https://behaviorgap.com/
Linkedin - https://www.linkedin.com/in/thinkingcarl/
Instagram - https://www.instagram.com/behaviorgap/?hl=en
Mentioned in this episode:
- Carl’s NY Times Sketch Column: https://www.nytimes.com/column/sketch-guy
When Things Fall Apart: Heart Advice for Difficult Times by Pema Chodron: https://www.amazon.com/When-Things-Fall-Apart-Difficult/dp/1611803438
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Carl’s podcast with Michael Kitces on imposter syndrome: https://blog.xyplanningnetwork.com/podcast-blog/impostor-syndrome-carl-richards#:~:text=Carl's%20fear%20is%20one%20that,head%2Don%20in%20this%20show.
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Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb: https://www.amazon.com/Fooled-Randomness-Hidden-Markets-Incerto/dp/0812975219
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Emlen Miles Mattingly is CEO of Gen Next Wealth + Host of The Minority Money Podcast. His mission is clear- change the complexion of wealth.
In this episode, hear about his “why,” 92% conversion rate, “We need to talk series” and why wearing a suit is so important to him.
You can find him here:
Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Website - https://gennextwealth.com
Podcast series - https://www.minoritymoneypodcast.com/
Linkedin - https://www.linkedin.com/in/emlen-miles-mattingly
Instagram - https://www.instagram.com/emilesmattingly/?hl=en
Mentioned in this episode:
-
Emlen’s Minority Money Podcast
-
We need to talk episode
-
FiComm's Advisor Education
-
The Gen Next Wealth Website
-
City of Madera in California
Subscribe to never miss an episode and connect with us on:
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LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Meg Carpenter, CEO of FiComm Partners, and Candice Carlton, Head of Advisor Education speak about why they launched this podcast, what the "New Skool" means to them and why showing up authentically can be challenging even for Marketing pros.
Be sure to subscribe so you never miss an episode on YouTube
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Mentioned in the conversation:
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Carl Richards + Michael Kitces episode on Imposter Syndrome
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FiComm's Advisor Education
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Seth Godin's take on The Imposter Syndrome
Come along with us as hosts Meg Carpenter and Candice Carlton dive in to the New Skool wave of thinking. We speak with industry insiders and outsiders about the power of vulnerability and truth as critical ingredients to great storytelling, marketing and growing the modern RIA.