Podcasts
New Skool - 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.
Episode
32
Episode 32/ 33 MIN
How to Attract Top + Diverse Talent with Emlen Miles-Mattingly
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The New Skool
How to Attract Top + Diverse Talent with Emlen Miles-Mattingly
May 3, 2023
Emlen uses his influence to create a more inclusive industry that welcomes top talent. We empower you to listen to this discussion through your own lens so that you can create change within our industry.
Notes
If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass
In this special episode, we are joined by award-winning podcaster, Co-Founder of Onyx Advisor Network, Co-Founder of BLantiX Internship, and Founder & CEO of Gen Next Wealth Emlen Miles-Mattingly in front of a live audience at BNY Mellon Pershing.
Emlen uses his influence to create a more inclusive industry that welcomes top talent. We empower you to listen to this discussion through your own lens so that you can create change within our industry.
Onyx Advisor Network | https://www.onyxadvisornetwork.com/
BLatinX Internship | https://www.blxinternship.org/
Gen Next Wealth | https://gennextwealth.com/
Emlen Miles-Mattingly's LinkedIn | https://www.linkedin.com/in/emlen-miles-mattingly/
Emlen Miles-Mattingly's Twitter | https://twitter.com/emilesmattingly
Subscribe to never miss an episode and connect with us on:
Website | https://bit.ly/FiCommPartners
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
31
Episode 31/ 39 MIN
The Power of Podcasting with Matt Halloran
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The New Skool
The Power of Podcasting with Matt Halloran
April 5, 2023
We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solution, to discuss our shared love of podcasting, how to show up authentically, and the impact it can have on advisor businesses.
Notes
If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass
We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solution, to discuss our shared love of podcasting, how to show up authentically, and the impact it can have on advisor businesses.
In this episode, we talk about how to rise above the noise, free yourself from the torment of sales, and grow your client credibility through podcasting. Our FiComm and ProudMouth partnership is designed to elevate advisor marketing across the industry.
Website | https://proudmouth.com/
Matt Halloran's LinkedIn | https://www.linkedin.com/in/matthalloranpm/
Matt Halloran's Twitter | https://twitter.com/MattHalloran_
Subscribe to never miss an episode and connect with us on:
Website | https://bit.ly/FiCommPartners
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
30
Episode 30/ 41 MIN
Rocking Advisor Video with Samantha Russell
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The New Skool
Rocking Advisor Video with Samantha Russell
November 3, 2022
Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies and marketing automation. Helping advisors understand how digital marketing can transform your mindset and change the way they engage clients.
Notes
If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass
We are wild advocates for advisor video and coach advisors on how to rock video across their client experience in our quarterly DIY Video Workshop. That’s why we were so excited to partner with FMG and partner with Samantha Russell on our podcast to talk about the power of advisor video.
Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies and marketing automation. Helping advisors understand how digital marketing can transform your mindset and change the way they engage clients.
In this episode, we cover how advisors can rock the power of video to supercharge their marketing. We share first-hand experience of what it takes to adopt video, zero click content, and details of the FiComm and FMG partnership designed to elevate advisor marketing across the industry.
Register for FiComm’s Monthly Marketing Masterclasses, HERE
Read about FiComm + FMG Partnership, HERE
Are you ready to learn the power of video and start rocking across your marketing efforts? HERE is how to get started.
https://twitter.com/SamanthaTwenty
https://www.linkedin.com/in/samanthacrussell/
Subscribe to never miss an episode and connect with us on:
Website | https://bit.ly/FiCommPartners
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
29
Episode 29/ 36 MIN
Investing in Independence with Matt Brinker
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The New Skool
Investing in Independence with Matt Brinker
November 3, 2022
As the former Head of Acquisitions, Matt Brinker, closed 90 transactions in his 13 years with United Capital. After setting his sights on a new path, Matt is now the managing partner at Merchant Investment Management.
Notes
As the former Head of Acquisitions, Matt Brinker, closed 90 transactions in his 13 years with United Capital. After setting his sights on a new path, Matt is now the managing partner at Merchant Investment Management.
In this episode, Matt shares his love for the independent advisor space, how he believes your capital partner influences your destination and what drives his passion. He also speaks about the key ingredients to digital marketing and how his own money story has shaped his perspectives.
https://www.linkedin.com/in/mattbrinker/
https://twitter.com/mkbrinker?lang=en
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
28
Episode 28/ 41 MIN
Creating an Award-Winning Podcast with Take Back Retirement

The New Skool
Creating an Award-Winning Podcast with Take Back Retirement
October 4, 2022
Stephanie McCullough of Sofia Financial and Kevin Gaines of AFMG Planning, are this year’s FiComm and Investment News, Podcast Award-winners in the category of Educate and Empower! Forming the Take Back Retirement podcast, these two felt a calling to reshape the retirement conversation for women over 45 years old.
In this episode, co-hosts Stephanie and Kevin share their journey and what drove them to start their podcast, Take Back Retirement. One of their main focuses is to meet women where they are by creating the space for women to concept and understand the possibilities of retirement. They interview women to hear their real-life retirement stories, where they drop the technical jargon and focus on the world's possibilities. Both Stephanie and Kevin attribute their success to not being afraid to take a chance!
Notes
Stephanie McCullough of Sofia Financial and Kevin Gaines of AFMG Planning, are this year’s FiComm and Investment News, Podcast Award-winners in the category of Educate and Empower! Forming the Take Back Retirement podcast, these two felt a calling to reshape the retirement conversation for women over 45 years old.
In this episode, co-hosts Stephanie and Kevin share their journey and what drove them to start their podcast, Take Back Retirement. One of their main focuses is to meet women where they are by creating the space for women to concept and understand the possibilities of retirement. They interview women to hear their real-life retirement stories, where they drop the technical jargon and focus on the world's possibilities. Both Stephanie and Kevin attribute their success to not being afraid to take a chance!
Podcast Website | https://takebackretirement.com/
Sofia Financial Website | https://sofiafinancial.com/about-us/
AFMG Planning Website | https://afmgplanning.com/
Stephanie’s Twitter | https://twitter.com/sofiafinancial
Stephanie’s Instagram | https://www.instagram.com/sofiafinancial/?hl=en
Stephanie’s LinkedIn | https://www.linkedin.com/in/stephaniemccullough/
Kevin’s Twitter | https://twitter.com/2ndHalfPlan
Kevin’s LinkedIn | https://www.linkedin.com/in/kevinmgaines/
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
27
Episode 27/ 51 MIN
Becoming a Limitless Advisor with Stephanie Bogan

The New Skool
Becoming a Limitless Advisor with Stephanie Bogan
SEPTEMBER 7, 2022
Stephanie Bogan, the founder of Limitless Advisor, is no stranger to success. She sold her first consulting firm to a fortune 200 company and built the client experience at United Capital. But she always felt like something was missing.
In this episode, she shares her own journey in finding freedom, becoming her most authentic self and the power of mindset. We catch a glimpse at not only how to create a business that is successful but more importantly a life that is empowering.
Notes
Stephanie Bogan, the founder of Limitless Advisor, is no stranger to success. She sold her first consulting firm to a fortune 200 company and built the client experience at United Capital. But she always felt like something was missing.
In this episode, she shares her own journey in finding freedom, becoming her most authentic self and the power of mindset. We catch a glimpse at not only how to create a business that is successful but more importantly a life that is empowering.
https://twitter.com/steph_bogan
https://www.linkedin.com/in/sbogan/
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
26
Episode 26/ 41 MIN
The Paradox of Attracting and Repelling Prospects with Michael Kitces

The New Skool
The Paradox of Attracting and Repelling Prospects with Michael Kitces
AUGUST 9, 2022
Michael Kitces is an industry speaker, trailblazing Twitteree and the founder of Kitces.com. As the publisher of both The Kitces Report and the Nerd’s Eye View blog, Michael has accumulated a twitter following of 72.9K.
In this episode, Michael shares his own experience in overcoming imposter syndrome and discovering first-hand the power and vulnerability of defining a niche. He attributes much of his success to knowing that some people will love his work and some will hate it and inspires us all to be a little more comfortable in our own skin.
Notes
Michael Kitces is an industry speaker, trailblazing Twitteree and the founder of Kitces.com. As the publisher of both The Kitces Report and the Nerd’s Eye View blog, Michael has accumulated a twitter following of 72.9K.
In this episode, Michael shares his own experience in overcoming imposter syndrome and discovering first-hand the power and vulnerability of defining a niche. He attributes much of his success to knowing that some people will love his work and some will hate it and inspires us all to be a little more comfortable in our own skin.
https://www.linkedin.com/in/michaelkitces/
https://twitter.com/michaelkitces
Kitces' Insight on the Power of Social Media in 2013
Carl Richards + Michael Kitces Podcast on Niches
Connect with us on:
Instagram | https://bit.ly/FiCommInstagram
LinkedIn | https://bit.ly/FiCommLinkedIn
Twitter | https://bit.ly/FiCommTwitter
Episode
25
Episode 25/ 40 MIN
Creating Funded Contentment with Brian Portnoy

The New Skool
Creating Funded Contentment with Brian Portnoy
JULY 21, 2022
Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money.
In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money.
Notes
Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money.
In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money.
Website: https://www.shapingwealth.com/
Brian’s Portnoy’s LinkedIn: https://www.linkedin.com/in/brianportnoy/
Brian’s Portnoy twitter: https://twitter.com/brianportnoy
Brian Portnoy’s book: The Geometry of Wealth
Episode
24
Episode 24/ 35 MIN
Staying Out of the PE Race with Keel Point

The New Skool
Staying Out of the PE Race with Keel Point
MAY 19, 2022
At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors.
In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.
Notes
At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors.
In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.
https://www.keelpoint.com/
https://www.linkedin.com/company/keelpoint/
https://twitter.com/stevenskancke
Episode
23
Episode 23/ 37 MIN
Advisor Personal Branding with Sam Gammell

The New Skool
Advisor Personal Branding with Sam Gammell
APRIL 22, 2022
On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Services.
She shares her experience, learnings, and successes in supporting advisors to tell their individual stories under one brand. She is truly taking a "new skool" approach to advisor marketing and we're such fans.
Notes
On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Services.
She shares her experience, learnings, and successes in supporting advisors to tell their individual stories under one brand. She is truly taking a "new skool" approach to advisor marketing and we're such fans.
Website - https://www.capitalgroup.com/pcs/
LinkedIn - https://www.linkedin.com/in/samantha-gammell-tardiff-4931221/
Episode
22
Episode 22/ 35 MIN
Building a Modern Investment Team with Kara Murphy

The New Skool
Building a Modern Investment Team with Kara Murphy
MARCH 29, 2022
In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a woman CIO, the importance of having a diverse investment team, and the RIA space's move away from being super focused on returns.
Notes
In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a woman CIO, the importance of having a diverse investment team, and the RIA space's move away from being super focused on returns.
Website: https://www.kestrafinancial.com/newsroom/authors/kara-murphy
LinkedIn: https://www.linkedin.com/in/moneywithmurphy/
Twitter: https://twitter.com/moneywithmurphy
Episode
21
Episode 21/ 34 MIN
The New Skool of Deal Making with Jacqueline Martinez

The New Skool
The New Skool of Deal Making with Jacqueline Martinez
FEBRUARY 17, 2022
Jacqueline Martinez, Managing Partner of Alaris Acquisitions, joins us to explain what’s going on in the M&A Space and the number one things advisors should consider when looking for a new home.
She explains how to get buyer ready, increases maximum value, and the most important determinants of a successful fit.
Notes
Jacqueline Martinez, Managing Partner of Alaris Acquisitions, joins us to explain what’s going on in the M&A Space and the number one things advisors should consider when looking for a new home.
She explains how to get buyer ready, increases maximum value, and the most important determinants of a successful fit.
Alaris Acquisitions: https://alarisacquisitions.com/
LinkedIn: https://www.linkedin.com/in/jacqueline-martinez-/
Episode
20
Episode 20/ 42 MIN
Frictionless Finance with Mike Walkinshaw and Mark Bakker

The New Skool
Frictionless Finance with Mike Walkinshaw and Mark Bakker
JANUARY 20, 2022
Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding for SaaS founders through private credit.
We talk inventing a new way, experimental mindset, growing with a lean team, adopting to remote work across a multigenerational workforce, and the evolution of private credit.
Notes
Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding for SaaS founders through private credit.
We talk inventing a new way, experimental mindset, growing with a lean team, adopting to remote work across a multigenerational workforce, and the evolution of private credit.
LinkedIn: https://www.linkedin.com/in/markbakker/ and https://www.linkedin.com/in/mike-walkinshaw-1a9688/
Website: https://timiacapital.com/
Episode
19
Episode 19/ 39 MIN
Leading Through Authentic Connection with Adam Cox

The New Skool
Leading Through Authentic Connection with Adam Cox
DECEMBER 22, 2021
Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on trust law, he’s had to make the shift to managing a team and exploring the world of content creation.
In this episode Adam discusses that shift, helping his team to grow and develop, and the importance of creating content.
Notes
Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on trust law, he’s had to make the shift to managing a team and exploring the world of content creation.
In this episode Adam discusses that shift, helping his team to grow and develop, and the importance of creating content.
First National Bank in Sioux Fall Website: https://www.fnbsf.com/
Adam’s LinkedIn: https://www.linkedin.com/in/adam-cox-bb11845/
The First National Bank in Sioux Falls YouTube: https://www.youtube.com/watch?v=xF9YawHzdaI
The First National Bank in Sioux Falls Instagram: https://www.instagram.com/fnbsf/?hl=en
Common Cents on the Prairie: https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167
Episode
18
Episode 18/ 46 MIN
The Power of Vulnerability with Financial Sobriety

The New Skool
The Power of Vulnerability with Financial Sobriety
NOVEMBER 15, 2021
Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money.
In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.
Notes
Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – boa ok and awaraward-winningd winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money.
In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.
Website: https://yourfinancialsobriety.com/
LinkedIn: https://www.linkedin.com/in/matthewgrishmanfinancialsobriety & https://www.linkedin.com/in/jimgebhardtcfp/
5-Day Show Me The Money Challenge: https://mailchi.mp/19b1678d470a/5-day-challenge
Episode
17
Episode 17/ 39 MIN
Creating Change and Driving Business Results Through Podcasting with Emlen Miles-Mattingly

The New Skool
Creating Change and Driving Business Results Through Podcasting with Emlen Miles-Mattingly
OCTOBER 22, 2021
Emlen Miles Mattingly is CEO of GenNext Wealth + Host of The Minority Money podcast. He is also a previous New Skool guest (we were so excited to have him back on!) and the winner of our podcast competition in the Diversity & Inclusion category. In this episode, we hear a little bit more about Emlen’s journey with podcasting and how it’s helped him make a change, while also driving commercial success.
Notes
Emlen Miles Mattingly is CEO of GenNext Wealth + Host of The Minority Money podcast. He is also a previous New Skool guest (we were so excited to have him back on!) and the winner of our podcast competition in the Diversity & Inclusion category. In this episode, we hear a little bit more about Emlen’s journey with podcasting and how it’s helped him make a change, while also driving commercial success.
Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Website - https://gennextwealth.com/
Podcast series - https://www.minoritymoneypodcast.com/
Linkedin - https://www.linkedin.com/in/emlen-miles-mattingly
Instagram - https://www.instagram.com/emilesmattingly/?hl=en
Episode
14
Episode 14/ 50 MIN
Rocking Video + Building a Disruptor Brand with Wistia Co-Founders

The New Skool
Rocking Video + Building a Disruptor Brand with Wistia Co-Founders
JULY 23, 2021
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 podcast hosting.
In this episode, Brendan and Chris share their insights on building a disruptor company from the ground up, finding their niche, the nerves that everyone experiences with video, and the importance of keeping things simple.
Notes
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 podcast hosting.
In this episode, Brendan and Chris share their insights on building a disruptor company from the ground up, finding their niche, the nerves that everyone experiences with video, and the importance of keeping things simple.
LinkedIn: https://www.linkedin.com/in/cjsavage/ + https://www.linkedin.com/in/brendanschwartz/
Website: https://wistia.com/
Twitter: https://twitter.com/brendan?lang=en + https://twitter.com/csavage?lang=en
Mentioned in this episode:
Soapbox by Wistia: https://auth.wistia.com/session/new?app=soapbox
Square: https://squareup.com/us/en/campaign/free-reader-1?device=c&gclid=CjwKCAjwruSHBhAtEiwA_qCpppW7fhLIDz7Xg4v5ENPB4N80jf9dk2Zla2om-TiRQk9TbN-YJfEdhRoC0KwQAvD_BwE&gclsrc=aw.ds&kw=square+pay&kwid=p64800231635&matchtype=p&pcrid=531458821091&pdv=c&pkw=square+pay&pmt=p&pub=GOOGLE
Subscribe to never miss an episode and connect with us on:
Instagram -https://www.instagram.com/ficommpartners/
LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
13
Episode 13/ 39 MIN
Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle

The New Skool
Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle
JULY 2, 2021
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 of the future.
In this episode, Arlene and Carolyn discuss their take on the imposter syndrome and the idea that sometimes problems in your business may be a result of an emotional block.
Notes
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 of the future.
In this episode, Arlene and Carolyn discuss their take on the imposter syndrome and the idea that sometimes problems in your business may be a result of an emotional block.
LinkedIn: https://www.linkedin.com/in/arlenemoss/ and https://www.linkedin.com/in/carolyndallemolle/
Mentioned in this episode:
XY Planning Network - https://app.xyplanningnetwork.com
Subscribe to never miss an episode and connect with us on:
Instagram -https://www.instagram.com/ficommpartners/
LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
12
Episode 12/ 41 MIN
Embracing a Mindset of Experimentation with Wes Kao

The New Skool
Embracing a Mindset of Experimentation with Wes Kao
MAY 14, 2021
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 first cohort-based learning platform – Maven.
In this episode, Wes shares her framework for embracing a mindset of experimentation to solve problems differently, the future of learning and the power of community and shared stories to create to change.
Notes
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 first cohort-based learning platform – Maven.
In this episode, Wes shares her framework for embracing a mindset of experimentation to solve problems differently, the future of learning and the power of community and shared stories to create to change.
LinkedIn: https://www.linkedin.com/in/weskao/
Website: https://www.weskao.com/
Twitter: https://twitter.com/wes_kao
Mentioned in this episode:
Maven - https://maven.com/
AltMBA – https://altmba.com/
Subscribe to never miss an episode and connect with us on:
Instagram -https://www.instagram.com/ficommpartners/
LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
11
Episode 11/ 31 MIN
Pursuing Independence to Serve Special Needs with Matthew Ricks

The New Skool
Pursuing Independence to Serve Special Needs with Matthew Ricks
APRIL 7, 2021
Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community.
An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”
Notes
Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community.
An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”
LinkedIn: https://www.linkedin.com/in/matthewgricks/
Haystack Financial Planning: https://www.linkedin.com/company/haystackfp/
Website: https://haystackfp.com/about
Subscribe to never miss an episode and connect with us on:
Instagram -https://www.instagram.com/ficommpartners/
LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
10
Episode 10/ 47 MIN
Video, Money, Mistakes + Going Viral with Adam Lisagor

The New Skool
Video, Money, Mistakes + Going Viral with Adam Lisagor
MARCH 5, 2021
Adam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warby Parker, Airbnb, Uber, and more! We were so excited to have him on as our first industry- outsider.
In this episode, he talks about the correlations between media and money, how making mistakes your own way is the secret to finding your authentic tone and offers his own, really inspired and candid take on how financial advisors can powerfully connect with those they seek to serve.
Notes
Adam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warby Parker, Airbnb, Uber, and more! We were so excited to have him on as our first industry- outsider.
In this episode, he talks about the correlations between media and money, how making mistakes your own way is the secret to finding your authentic tone and offers his own, really inspired and candid take on how financial advisors can powerfully connect with those they seek to serve.
LinkedIn: https://www.linkedin.com/in/adamlisagor
Twitter: https://twitter.com/adamlisagor?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Instagram: https://www.instagram.com/adam.lisagor/?hl=en
Mentioned in this episode:
Sandwich - https://sandwich.co/
Wistia - https://wistia.com/
Virtual Production - https://www.globenewswire.com/news-release/2021/03/02/2184977/0/en/Global-3-1-Billion-Virtual-Production-Market-to-2026-Rising-Adoption-of-the-LED-Video-Wall-Technology.html
Acorns commercial - https://sandwich.co/work/acorns-spend/
Adam in Inc. Magazine - https://www.inc.com/dave-schools/5-tips-for-making-great-online-videos-from-expert-that-facebook-lyft-starbucks-trust.html
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Twitter -https://twitter.com/FiCommPartners
Episode
9
Episode 9/ 35 MIN
Dare to Dream with Anna N'jie-Konte

The New Skool
Dare to Dream with Anna N'jie-Konte
FEBRUARY 12, 2021
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 color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach.
Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.
Notes
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 color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach.
Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.
Twitter: https://twitter.com/anjiekonte
Instagram: https://www.instagram.com/anjiekonte/?hl=en
LinkedIn: https://www.linkedin.com/in/annanjie/
Mentioned in this episode:
Carl Richards: https://www.youtube.com/watch?v=5MaHKPL8Mr4&list=PLKT45m1ksR2Q21lwjjcbVugmjZ_nVYVah
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Instagram -https://www.instagram.com/ficommpartners/
LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
8
Episode 8/ 36 MIN
Future-Proofing the RIA Industry with Dani Fava

The New Skool
Future-Proofing the RIA Industry with Dani Fava
JANUARY 22, 2021
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 Strategic Development at Envestnet leading transformation.
Named by IN as a 2020 Woman to watch she is known for showing up on stage in Nike hightops, saying the things people are often thinking but afraid to say and is committed to future-proofing the RIA industry. She talks about when she stopped pretending at work and her journey to more fully becoming herself at work.
Notes
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 Strategic Development at Envestnet leading transformation.
Named by IN as a 2020 Woman to watch she is known for showing up on stage in Nike hightops, saying the things people are often thinking but afraid to say and is committed to future-proofing the RIA industry. She talks about when she stopped pretending at work and her journey to more fully becoming herself at work.
LinkedIn: https://www.linkedin.com/in/dani-fava/
Twitter: https://twitter.com/envdani?lang=en
In this episode:
Mark Tewksbury – https://www.cnbc.com/2019/11/01/mark-tewksbury-says-having-space-to-be-me-helped-him-win-gold.html
The Brilliant Idiots – https://soundcloud.com/thebrilliantidiots
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LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
7
Episode 7/ 40 MIN
Changing Money Stories with Georgia Lee Hussey

The New Skool
Changing Money Stories with Georgia Lee Hussey
DECEMBER 21, 2020
Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.
In this episode, she discusses Modernist’s mission to help change client money stories, financial planning as an “arc of change,” and blending non-traditional elements to create an RIA of change.
Notes
Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.
In this episode she discusses Modernist’s mission to help change client money stories, financial planning as an “arc of change,” and blending non-traditional elements to create an RIA of change.
Linkedin - https://www.linkedin.com/in/georgialeehussey/
Mentioned in this episode:
Money Quotient: https://www.moneyquotient.com/
Modernist Financial: https://modernistfinancial.com/
Gestalt Therapy: https://www.psychologytoday.com/us/therapy-types/gestalt-therapy#:~:text=Gestalt%20therapy%20is%20a%20client,happening%20based%20on%20past%20experience.
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Twitter -https://twitter.com/FiCommPartners
Episode
6
Episode 6/ 42 MIN
What it means to be a HUMAN CEO with Toussaint Bailey

The New Skool
What it means to be a HUMAN CEO with Toussaint Bailey
DECEMBER 8, 2020
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 it means to be a “human leader,” and his vulnerable yet profoundly powerful journey in creating The Just Listen Project and claiming the label “black professional.”
An avid student of the science of well-being and emotional health, much of Toussaint’s work is aimed at preserving and enhancing Enso Wealth’s unique culture and expanding the abundance mindset to help their clients live more fulfilling lives.
Notes
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 it means to be a “human leader,” and his vulnerable yet profoundly powerful journey in creating The Just Listen Project and claiming the label “black professional.”
An avid student of the science of well-being and emotional health, much of Toussaint’s work is aimed at preserving and enhancing Enso Wealth’s unique culture and expanding the abundance mindset to help their clients live more fulfilling lives.
LinkedIn - https://www.linkedin.com/in/toussaint-bailey-8b174760/
Mentioned in this episode:
Enso Wealth - https://ensowealth.com/
Just Listen Project - https://www.youtube.com/channel/UCl72A3wmGr851d75XYKpgsw
Brene Brown - https://brenebrown.com/
Stretch Book: https://www.amazon.com/Stretch-Unlock-Power-Achieve-Imagined/dp/0062457225
Jerry Macguire Fish Scene: https://www.youtube.com/watch?v=S7Iq6lOSoPM
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Twitter -https://twitter.com/FiCommPartners
Episode
5
Episode 5/ 36 MIN
The Alchemy of CX in Wealth Management with Seb Dovey

The New Skool
The Alchemy of CX in Wealth Management with Seb Dovey
NOVEMBER 24, 2020
Seb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plethora of financial services companies across the globe. In this episode, he speaks about the alchemy of Client Experience in wealth management, what high net worth clients really want, plus the birth of the chief commercial officer, and the future of financial services. It’s not what you think.
Notes
Seb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plethora of financial services companies across the globe. In this episode, he speaks about the alchemy of Client Experience in wealth management, what high net worth clients really want, plus the birth of the chief commercial officer, and the future of financial services. It’s not what you think.
You can find Seb here:
https://www.linkedin.com/in/sebastiandovey/
Mentioned in this episode:
United Capital (Goldman Sachs): https://www.goldmanpfm.com/
UBS: https://www.ubs.com/us/en/wealth-management.html
Scorpio Partnership: http://www.scorpiopartnership.com/
Subscribe to never miss an episode and connect with us on:
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LinkedIn -https://www.linkedin.com/company/ficomm-partners/
Twitter -https://twitter.com/FiCommPartners
Episode
4
Episode 4/ 42 MIN
Reimagining Active Management with Matthew Siegel

The New Skool
Reimagining Active Management with Matthew Siegel
OCTOBER 29, 2020
Matthew Siegel, CMO + Co-Founder of Aperture Investors, is bringing vulnerability to active fund management- an industry they say is designed to fail. An unusual CMO in financial services, he was previously the Chief Digital Officer of Roc Nation, Jay-Z's media company, and VP at Ripcord Innovation Studio. In this episode, he discusses aligning alpha with client fees, Mariah Carey, and why their portfolio managers are on Instagram.
Notes
Matthew Siegel, CMO + Co-Founder of Aperture Investors, is bringing vulnerability to active fund management- an industry they say is designed to fail. An unusual CMO in financial services, he was previously the Chief Digital Officer of Roc Nation, Jay-Z's media company, and VP at Ripcord Innovation Studio. In this episode, he discusses aligning alpha with client fees, Mariah Carey, and why their portfolio managers are on Instagram.
Twitter: https://twitter.com/matthewlsiegel?lang=en
LinkedIn: https://www.linkedin.com/in/mattsiegel/
Website: https://apertureinvestors.com/
Mentioned in this episode:
Roc Nation: https://www.rocnation.com/
Peter Kraus: https://www.linkedin.com/in/peterskraus/
New Skool Episode #3: https://podcasts.apple.com/us/podcast/humanizing-financial-advice-with-carl-richards/id1529343494?i=1000494670852
Mount Kilimanjaro: https://www.nationalgeographic.org/encyclopedia/kilimanjaro/
The Master Switch by Tim Wu: https://www.amazon.com/Master-Switch-Rise-Information-Empires/dp/0307390993
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Twitter -https://twitter.com/FiCommPartners
Episode
3
Episode 3/ 52 MIN
Humanizing Financial Advice with Carl Richards

The New Skool
Humanizing Financial Advice with Carl Richards
OCTOBER 14, 2020
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 Marketplace Money, Oprah.com, and Forbes.com.
In this episode we were moved, expanded and connected by hearing Carl talk all things “imposter syndrome,” Pema Chodron, his most vulnerable career move, and his plea to the financial services to be more Human.
Notes
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 Marketplace Money, Oprah.com, and Forbes.com.
In this episode we were moved, expanded and connected by hearing Carl talk all things “imposter syndrome,” Pema Chodron, his most vulnerable career move, and his plea to the financial services to be more Human.
Twitter - https://twitter.com/behaviorgap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Website - https://behaviorgap.com/
Linkedin - https://www.linkedin.com/in/thinkingcarl/
Instagram - https://www.instagram.com/behaviorgap/?hl=en
Mentioned in this episode:
- Carl’s NY Times Sketch Column: https://www.nytimes.com/column/sketch-guy
When Things Fall Apart: Heart Advice for Difficult Times by Pema Chodron: https://www.amazon.com/When-Things-Fall-Apart-Difficult/dp/1611803438
- Carl’s podcast with Michael Kitces on imposter syndrome: https://blog.xyplanningnetwork.com/podcast-blog/impostor-syndrome-carl-richards#:~:text=Carl's%20fear%20is%20one%20that,head%2Don%20in%20this%20show.
- Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb: https://www.amazon.com/Fooled-Randomness-Hidden-Markets-Incerto/dp/0812975219
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Twitter -https://twitter.com/FiCommPartners
Episode
2
Episode 2/ 39 MIN
Changing the Complexion of Wealth with Emlen Miles-Mattingly

The New Skool
Changing the Complexion of Wealth with Emlen Miles-Mattingly
SEPTEMBER 23, 2020
Emlen Miles Mattingly is CEO of Gen Next Wealth + Host of The Minority Money Podcast. His mission is clear- change the complexion of wealth.
In this episode, hear about his “why,” 92% conversion rate, “We need to talk series” and why wearing a suit is so important to him.
Notes
Emlen Miles Mattingly is CEO of Gen Next Wealth + Host of The Minority Money Podcast. His mission is clear- change the complexion of wealth.
In this episode, hear about his “why,” 92% conversion rate, “We need to talk series” and why wearing a suit is so important to him.
You can find him here:
Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Website - https://gennextwealth.com
Podcast series - https://www.minoritymoneypodcast.com/
Linkedin - https://www.linkedin.com/in/emlen-miles-mattingly
Instagram - https://www.instagram.com/emilesmattingly/?hl=en
Mentioned in this episode:
- Emlen’s Minority Money Podcast
- We need to talk episode
- FiComm's Advisor Education
- The Gen Next Wealth Website
- City of Madera in California
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Twitter -https://twitter.com/FiCommPartners
Episode
1
Episode 1/ 33 MIN
The Challenge of Authenticity with Meg Carpenter

The New Skool
The Challenge of Authenticity with Meg Carpenter
SEPTEMBER 1, 2020
Meg Carpenter, CEO of FiComm Partners, and Candice Carlton, Head of Advisor Education speak about why they launched this podcast, what the "New Skool" means to them and why showing up authentically can be challenging even for Marketing pros.
Notes
Meg Carpenter, CEO of FiComm Partners, and Candice Carlton, Head of Advisor Education speak about why they launched this podcast, what the "New Skool" means to them and why showing up authentically can be challenging even for Marketing pros.
Be sure to subscribe so you never miss an episode on YouTube
Connect with us: Instagram, LinkedIn, and Twitter
Mentioned in the conversation:
- Carl Richards + Michael Kitces episode on Imposter Syndrome
- FiComm's Advisor Education
- Seth Godin's take on The Imposter Syndrome
33 SEC
Welcome to the New Skool

The New Skool
Welcome to the New Skool
JULY 30, 2020
New Skool: Anything that is fresh and new and threatens the established way of thinking or doing. It is the opposite of Old School. A podcast series about truth, connection, and authenticity. New Skool in the really old school world of finance.
Notes
Come along with us as hosts Meg Carpenter and Candice Carlton dive in to the New Skool wave of thinking. We speak with industry insiders and outsiders about the power of vulnerability and truth as critical ingredients to great storytelling, marketing and growing the modern RIA.