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...
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.
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...
The Mindful Advisor with Ashley Cardini
Season 1 | Episode 16
We connected with Matt Halloran of ProudMouth, our partner in creating the...
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