New Skool Podcast
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Disrupting the Custody Space with Pete Dorsey
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 ...
Rocking Video + Building a Disruptor Brand with Wistia Co-Founders
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 ...
Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle
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 ...
Embracing a Mindset of Experimentation with Wes Kao
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 ...
Pursuing Independence to Serve Special Needs with Matthew Ricks
Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community.
Video, Money, Mistakes + Going Viral with Adam Lisagor
Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community.
Dare to Dream with Anna N'jie-Konte
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 ...
Changing Money Stories with Georgia Lee Hussey
Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.
What it means to be a HUMAN CEO with Toussaint Bailey
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 ...
The Alchemy of CX in Wealth Management with Seb Dovey
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 ...