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The New Skool

A mindset about truth, connection,
and authenticity
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What is New Skool?

In the really old school world of finance, New Skool is a mindset that challenges our industry to rethink how we communicate in a way that is personal, vulnerable, and uniquely human.
Frame

Who is New Skool?

Advisors and wealth management businesses ready to embrace and pioneer the future of communications, combining technology and real connectivity to elevate the advisor and client experience.

Why the New Skool Mindset Matters

Group
Reason 1

The differentiator in driving sustained, organic growth is in authentic messaging and marketing that resonates

Group (1)
Reason 2

Social proofing has empowered consumers to make buying decisions through digital validation

Group (2)
Reason 3

By driving toward authenticity, you gain clarity, time, and the confidence that what you’re doing is working

Explore Our Award-Winning New Skool Podcast

 

Episode 1

Becoming a Limitless Advisor with Stephanie Bogan
 

Episode 2

The Paradox of Attracting and Repelling Prospects with Michael Kitces
 

Episode 3

Creating Funded Contentment with Brian Portnoy
View All Episodes
Group 11
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T. (310) 593 4220
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