Creating Funded Contentment with Brian Portnoy
Season 1 | Episode 25
Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning...
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.
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...
Frictionless Finance with Mike Walkinshaw and Mark Bakker
Season 1 | Episode 20
Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their...
Leading Through Authentic Connection with Adam Cox
Season 1 | Episode 19
Adam Cox is the Chief Wealth Management Officer at The First National Bank in...
The Power of Vulnerability with Financial Sobriety
Season 1 | Episode 18
Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a...
Humanizing Financial Advice with Carl Richards
Season 1 | Episode 3
Carl Richards is a Certified Financial Planner™, creator of the Sketch Guy...
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