Facing post-pandemic culture challenges, Stacey McKinnon, COO and CMO of Morton Wealth, decided they had to find a "new way." Dedicated to creating fulfillment, driving firm growth and creating an unmatchable client experience, they decided to do just that. It's highly unconventional and it's working. Embracing the principles of "Brave New Work" her strategy cultivated a vibrant culture of active contributors rather than executors, sparking a remarkable growth. When we learned about her...

Ross Marino, CFP, social entrepreneur, CEO, and author has navigated the unpredictable tides of life. Emerging from a challenging chapter, he underwent a profound transformation by embracing a human-first approach to his wealth management practice and life. Now he is taking this to the industry as the creator of SHIFT events, a series that brings together industry leaders and pioneers of the human-first approach to expand its impact and help more people. By exploring his journey and the...

The number one success factor in an M&A transaction is culture fit, but what is a good culture? How do you create it? Angie Herbers is a well-known management consultant in our industry, and she brings an innovative perspective on how to think about culture and what the real ROI is. In this latest New Skool episode, she shares insights to help you think about it within your own firm.

As the RIA industry continues to figure out organic growth in the digital-first era, the title of Chief Growth Officer is starting to show up. What does that role do? Do you need one in your firm? In this episode, we interviewed Tiffany Charles - Chief Growth Officer of Destiny Capital and Entrepreneurs Aligned to find out what she does in that role, how she's approaching the priority of organic growth and the evolution of her firms to support it.

In this special episode, we are joined by award-winning podcaster, Co-Founder of Onyx Advisor Network, Co-Founder of BLatinX 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.

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.

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. 

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...

Stephanie McCollough 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...

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.

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...

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.

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...

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.

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.

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.

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 remote work across a multigenerational workforce, and the evolution of private credit.

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.

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.

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.

After leaving an event planning position at TD Ameritrade, Ashley Cardini founded Mindful, an education platform offering programs on practicing mindfulness. She is also one of the winners of FiComm’s Podcast Competition held in partnership with InvestmentNews in May 2021! Listen to this episode to hear about how air-plane reading ended up defining her professional purpose, a preview of her podcast The Mindful Advisor, and why it’s important for advisors to practice mindfulness. You’ll even...

Chief Strategy + Revenue Officer at Altruist, Pete Dorsey, in this episode gives us the 411 on why he made the unconventional move from TD Ameritrade to Altruist and what he believes the future of the custody space is. Pete shares his new skool approach on creating a digital-first, human and inclusive platform for the advisor of today to better serve their clients.

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.

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.