New Skool - Anything that is fresh and new and threatens the established way of thinking or doing.

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/

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

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-/

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/

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

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

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

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

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LinkedIn -https://www.linkedin.com/company/ficomm-partners/ 

Twitter -https://twitter.com/FiCommPartners 

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: 

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LinkedIn -https://www.linkedin.com/company/ficomm-partners/ 

Twitter -https://twitter.com/FiCommPartners 

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 

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: 

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LinkedIn -https://www.linkedin.com/company/ficomm-partners/ 

Twitter -https://twitter.com/FiCommPartners 

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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Instagram -https://www.instagram.com/ficommpartners/

LinkedIn -https://www.linkedin.com/company/ficomm-partners/ 

Twitter -https://twitter.com/FiCommPartners 

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

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 

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

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 

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.  

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 

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

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 

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: 

Instagram -https://www.instagram.com/ficommpartners/

LinkedIn -https://www.linkedin.com/company/ficomm-partners/ 

Twitter -https://twitter.com/FiCommPartners 

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

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 

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

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 

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

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 

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 

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.