The New Skool FiComm Partners
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- Business
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Are you an RIA firm executive or changemaker who lies awake wondering which new industry trends and ideas are worth betting on? Come learn what real innovation sounds like—the kind that matters to your business and your growth. Join us for uplifting and inspiring conversations as we explore what’s worth implementing and whats not with insights from your peers as they share real-world stories about transforming the industry. I’m your host Candice Carlton, Head of Consulting and Innovation at Ficomm. Our podcast features candid, unvarnished takes on what’s real—and what’s overhyped—in the worlds of AI, TikTok, purchased lead programs, and more. You’ll come away excited, clear-headed, and more confident about your business decisions.
We speak with industry insiders and outsiders about the power of vulnerability and truth as critical ingredients to great storytelling, modern marketing and growing the modern RIA.
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Growth by Challenging the Status Quo with Stacey McKinnon
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 incredible achievements, inviting her to our podcast was a no-brainer. If you're looking to elevate your firm's management style, this episode is for YOU. -
Shifting to a Human Approach with Ross Marino
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 guiding principles behind it, we can all discover valuable lessons on how to cultivate deeper connections that fuel positive change in our industry. -
Creating a Growth-Centric Culture with Angie Herbers
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.
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Shaping the Industry as a Chief Growth Officer with Tiffany Charles
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. -
How to Attract Top + Diverse Talent with Emlen Miles-Mattingly
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. -
The Power of Podcasting with Matt Halloran
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.
Customer Reviews
A must listen for marketing in financial services
If you spend any part of your day thinking about how to market your advisory practice or fintech company, you don’t want to miss this podcast!
A must listen!
I’m loving this podcast! I encourage everyone to take some time to listen to it. Very insightful!
Fully enrolled in the New Skool!
Thank you for leading transformation of the RIA space this amazing perspective. This is awesome!