The New Skool of Deal Making with Jacqueline Martinez
Season 1 | Episode 21
In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment...
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.
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...
The Mindful Advisor with Ashley Cardini
Season 1 | Episode 16
We connected with Matt Halloran of ProudMouth, our partner in creating the...
Disrupting the Custody Space with Pete Dorsey
Season 1 | Episode 15
We connected with Matt Halloran of ProudMouth, our partner in creating the...
Rocking Video + Building a Disruptor Brand with Wistia Co-Founders
Season 1 | Episode 14
Chris Savage and Brendan Schwartz are the cofounders of Wistia – what we call...
Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle
Season 1 | Episode 13
Arlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network....
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