Investing in Independence with Matt Brinker
Season 1 | Episode 29
As the former Head of Acquisitions, Matt Brinker, closed 90 transactions in...
New Skool Podcast
Anything that is fresh and new and threatens the established way of thinking or doing.
A podcast series about truth, connection, and authenticity - New Skool in the really old school world of finance.
Creating an Award-Winning Podcast with Take Back Retirement
Season 1 | Episode 28
Stephanie McCullough of Sofia Financial and Kevin Gaines of AFMG Planning,...
Becoming a Limitless Advisor with Stephanie Bogan
Season 1 | Episode 27
Stephanie Bogan, the founder of Limitless Advisor, is no stranger to success....
The Paradox of Attracting and Repelling Prospects with Michael Kitces
Season 1 | Episode 26
Michael Kitces is an industry speaker, trailblazing Twitteree and the founder...
Creating Funded Contentment with Brian Portnoy
Season 1 | Episode 25
Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning...
Staying Out of the PE Race with Keel Point
Season 1 | Episode 24
At a moment when consolidation and private equity money are flowing, it’s...
Advisor Personal Branding with Sam Gammell
Season 1 | Episode 23
On this episode, we had the chance to chat with Sam Gammell, Head of...
Building a Modern Investment Team with Kara Murphy
Season 1 | Episode 22
In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment...
The New Skool of Deal Making with Jacqueline Martinez
Season 1 | Episode 21
In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment...
Future-Proofing the RIA Industry with Dani Fava
Season 1 | Episode 8
Dani Fava’s name is synonymous with innovation. She was previously the...
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