New Skool Podcast
Creating Funded Contentment with Brian Portnoy
Shaping Wealth founder Brian Portnoy on his path to financial contentment and how advisors can guide clients toward it. Listen on NewSkool.
Staying Out of the PE Race with Keel Point
Keel Point’s Mike Perry and Steven Skancke on growing without private equity, succession planning, and building a lasting firm. Listen on New Skool.
Advisor Personal Branding with Sam Gammell
Sam Gammell of Capital Group Private Client Services shares how she helps advisors tell their individual stories under one brand. Listen on NewSkool.
Building a Modern Investment Team with Kara Murphy
Kestra Investment Management CIO Kara Murphy on leading as a woman CIO, why diverse investment teams matter, and the RIA shift beyond returns.
The New Skool of Deal Making with Jacqueline Martinez
Join Candice Carlton and Kara Murphy as they discuss the evolving RIA landscape, diverse investment teams, and innovative marketing strategies for growth.
Future-Proofing the RIA Industry with Dani Fava
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 ...
Frictionless Finance with Mike Walkinshaw and Mark Bakker
TIMIA Capital’s Mike Walkinshaw and Mark Bakker on private credit for SaaS founders, running a lean team, and remote work across generations.
Leading Through Authentic Connection with Adam Cox
Adam Cox of The First National Bank in Sioux Falls on moving from trust law to leadership, developing his team, and why content matters.
The Power of Vulnerability with Financial Sobriety
Financial Sobriety founders Jim Gebhardt and Matthew Grishman on why advisors should bring openness and vulnerability into client conversations.
Humanizing Financial Advice with Carl Richards
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 ...