New Skool Podcast

The Mindful Advisor with Ashley Cardini

Discover how podcasting can elevate your client credibility and transform your marketing strategy with insights from Ficomm Partners.

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Disrupting the Custody Space with Pete Dorsey

Discover how podcasting can elevate advisor marketing, enhance client credibility, and create authentic connections in the financial services industry.

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Rocking Video + Building a Disruptor Brand with Wistia Co-Founders

Chris Savage and Brendan Schwartz are the cofounders of Wistia – what we call “the cooler, business version of YouTube” + most recently DIY video tools and ...

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Coaching the Advisor of Tomorrow | NewSkool Podcast

Arlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors to coach them towards becoming advisors ...

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EP 12: Embracing a Mindset of Experimentation with Wes Kao

Embracing a Mindset of Experimentation with Wes Kao

Wes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of the co-founders of Udemy to release the ...

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EP 11: Pursuing Independence to Serve Special Needs with Matthew Ricks

Pursuing Independence to Serve Special Needs with Matthew Ricks

Haystack Financial Planning’s Matthew Ricks on building an RIA for the special needs community and making his marketing more accessible.

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EP 10: Video, Money, Mistakes + Going Viral with Adam Lisagor

Video, Money, Mistakes + Going Viral with Adam Lisagor

Sandwich founder Adam Lisagor on the link between media and money, learning from mistakes, and how advisors can find an authentic voice.

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EP 9: Dare to Dream with Anna N'jie-Konte

Dare to Dream with Anna N'jie-Konte

Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more accessible and relatable for women of ...

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EP 7: Changing Money Stories with Georgia Lee Hussey

Changing Money Stories with Georgia Lee Hussey

Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.

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EP 6: What it means to be a HUMAN CEO with Toussaint Bailey

What it means to be a HUMAN CEO with Toussaint Bailey

Toussaint Bailey is the CEO of Enso Wealth and the Founder of the Just Listen Project. In this episode Toussaint shares about his Jerry Macguire moment, what ...

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