https://simplecast.com The New Skool Welcome to Season 3 of The New Skool Podcast—where we cut through the noise to help RIA execs and changemakers like you confidently own organic growth. I’m Candice Carlton, Head of Strategy at Ficomm, here to guide you in marketing strategies that actually work. This season is your unapologetically fearless guide: how to stand out with authenticity, sequence activities for real results, and measure what matters. We’ll dive into handling cold leads, smashing growth plateaus, helping your advisors accelerate referrals, and nailing your social media game—no cookie-cutter advice, just what matters to move the needle. And, of course, it’s vulnerable, real, and New Skool. Ready to rethink growth? Let’s get to work. Make sure to subscribe for future episodes and if you dig the content, a review is always wildly appreciated. en Thu, 29 May 2025 00:38:14 +0000 Thu, 13 Nov 2025 21:47:42 +0000 https://the-new-skool.simplecast.com The New Skool https://image.simplecastcdn.com/images/f1161db0-28b8-41a9-964b-9fd45dfc51eb/63be4c66-b666-4747-ba26-a5f382e7e5b0/3000x3000/ficomm-new-skool-podcast-cover-art.jpg?aid=rss_feed https://the-new-skool.simplecast.com episodic Welcome to Season 3 of The New Skool Podcast—where we cut through the noise to help RIA execs and changemakers like you confidently own organic growth. I’m Candice Carlton, Head of Strategy at Ficomm, here to guide you in marketing strategies that actually work. This season is your unapologetically fearless guide: how to stand out with authenticity, sequence activities for real results, and measure what matters. We’ll dive into handling cold leads, smashing growth plateaus, helping your advisors accelerate referrals, and nailing your social media game—no cookie-cutter advice, just what matters to move the needle. And, of course, it’s vulnerable, real, and New Skool. Ready to rethink growth? Let’s get to work. Make sure to subscribe for future episodes and if you dig the content, a review is always wildly appreciated. Candice Carlton false https://feeds.simplecast.com/ABCApMxo marketing, advisoreducation, advisormarketing, financialadvisor, financialmarketing, financialservices, newskool, thenewskool, advisor, ria, investmentmanagement, advisorpodcast Ficomm Partners candice.carlton@ficommpartners.com 3ef7d0e1-03f6-40a8-b911-0943c520f2cb Stop Overthinking It: How Alignment, Authenticity, and Strategy Fuel RIA Marketing Growth In The New Skool season finale, we break down the core lessons from Season 3 into a practical marketing blueprint rooted in authenticity, clarity, and connection. You’ll learn how to align your internal brand with external messaging, modernize your COI strategy, and turn overlooked tools like client communications and events into growth engines. Whether you're stuck on a plateau or building momentum, this episode is your cheat sheet for marketing that actually works.

Key takeaways:

  • Your website and messaging should reflect what it’s actually like to work with you.
  • COIs aren't just attorneys—expand to all professionals your ideal client interacts with.
  • Client communications and events can create trust, deepen relationships, and generate referrals.

Connect with us: 

Want to learn more…

]]> Thu, 29 May 2025 00:38:14 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton) https://the-new-skool.simplecast.com/episodes/stop-overthinking-it-how-alignment-authenticity-and-strategy-fuel-ria-marketing-growth-wD_mcaFx In The New Skool season finale, we break down the core lessons from Season 3 into a practical marketing blueprint rooted in authenticity, clarity, and connection. You’ll learn how to align your internal brand with external messaging, modernize your COI strategy, and turn overlooked tools like client communications and events into growth engines. Whether you're stuck on a plateau or building momentum, this episode is your cheat sheet for marketing that actually works.

Key takeaways:

  • Your website and messaging should reflect what it’s actually like to work with you.
  • COIs aren't just attorneys—expand to all professionals your ideal client interacts with.
  • Client communications and events can create trust, deepen relationships, and generate referrals.

Connect with us: 

Want to learn more…

]]> Stop Overthinking It: How Alignment, Authenticity, and Strategy Fuel RIA Marketing Growth Ficomm Partners, Candice Carlton 00:12:30 Marketing your RIA doesn’t have to be flashy or complicated, it just needs to reflect who you are and the transformation you deliver. Marketing your RIA doesn’t have to be flashy or complicated, it just needs to reflect who you are and the transformation you deliver. growth marketing for financial advisors, business growth, financial advisor, wealth management, seo marketing, ria false full 9 3 907385d2-095b-4ac0-8587-cebfd381e6e6 The New Trust Signal: Why Client Reviews Are the Future of Advisor Marketing with Rishi Bharathan Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. In this episode, Rishi Bharathan, CEO of WiserAdvisor, shares why reviews are no longer optional and how even a handful can dramatically improve your SEO and credibility. We dive into how to start collecting reviews strategically, address concerns around negative feedback, and use authentic client voices to build real competitive advantage. Whether you manage $25M or $250M, this conversation will help you rethink organic growth in a review-driven world.

Key takeaways:

  • Prospects form up to 90% of their impression before ever speaking with you—your reviews matter.
  • Google rewards user-generated content, making reviews a powerful SEO tool.
  • A sustainable review strategy starts with a representative client sample and builds trust over time.

Connect with us: 

Want to learn more…

]]> Thu, 15 May 2025 12:00:00 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton) https://the-new-skool.simplecast.com/episodes/the-new-trust-signal-why-client-reviews-are-the-future-of-advisor-marketing-ckxHLB_R Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. In this episode, Rishi Bharathan, CEO of WiserAdvisor, shares why reviews are no longer optional and how even a handful can dramatically improve your SEO and credibility. We dive into how to start collecting reviews strategically, address concerns around negative feedback, and use authentic client voices to build real competitive advantage. Whether you manage $25M or $250M, this conversation will help you rethink organic growth in a review-driven world.

Key takeaways:

  • Prospects form up to 90% of their impression before ever speaking with you—your reviews matter.
  • Google rewards user-generated content, making reviews a powerful SEO tool.
  • A sustainable review strategy starts with a representative client sample and builds trust over time.

Connect with us: 

Want to learn more…

]]> The New Trust Signal: Why Client Reviews Are the Future of Advisor Marketing with Rishi Bharathan Ficomm Partners, Candice Carlton 00:28:41 Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. growth marketing for financial advisors, business growth, financial advisor, wealth management, seo marketing, ria false full 8 3 e778823b-776a-4702-88b0-01974833e567 The Truth About SEO: It's Simpler (and Smarter) Than You Think with Meg Clarke Is SEO the silver bullet for growth or just another buzzword?

In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it’s less about algorithms and more about clarity. We explore how Google’s evolving search landscape now favors content that clearly communicates who you serve and how you help—across platforms like LinkedIn, YouTube, and even TikTok. Meg explains why consistent, authentic content is the real driver of visibility and trust.

Key takeaways:

  • SEO today is about clarity, not keywords.
  • Your presence across platforms matters more than ever.
  • Real results come from consistent, client-centered content.

Connect with us: 

Want to learn more…

]]> Thu, 1 May 2025 12:47:14 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton, Meg Clarke) https://the-new-skool.simplecast.com/episodes/the-truth-about-seo-its-simpler-and-smarter-than-you-think-with-meg-clarke-9RycOCd7 Is SEO the silver bullet for growth or just another buzzword?

In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it’s less about algorithms and more about clarity. We explore how Google’s evolving search landscape now favors content that clearly communicates who you serve and how you help—across platforms like LinkedIn, YouTube, and even TikTok. Meg explains why consistent, authentic content is the real driver of visibility and trust.

Key takeaways:

  • SEO today is about clarity, not keywords.
  • Your presence across platforms matters more than ever.
  • Real results come from consistent, client-centered content.

Connect with us: 

Want to learn more…

]]> The Truth About SEO: It's Simpler (and Smarter) Than You Think with Meg Clarke Ficomm Partners, Candice Carlton, Meg Clarke 00:23:53 Is SEO the silver bullet for growth or just another buzzword? In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it’s less about algorithms and more about clarity. Is SEO the silver bullet for growth or just another buzzword? In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it’s less about algorithms and more about clarity. growth marketing for financial advisors, business growth, financial advisor, wealth management, seo marketing, ria, meg clarke false full 7 3 bc22853d-9a28-4e7c-8a4c-24487c1f6177 An Event Strategy That (Actually) Drives Connection and Referrals with Matt Middleton Tired of hosting client events that feel great but lead nowhere? Micro-events change the game. Create intimate, high-impact experiences tailored to your best clients’ passions that actually deepen engagement and accelerate referrals. 

- Small groups (under 12 people) = deeper connections

- Plan 4-6 months ahead for high-touch engagement

- No sales pitches—just meaningful experiences

From Porsche racing for adrenaline seekers to hands-on pottery for engineers, these curated events create an environment where unsolicited referrals are a natural outcome without awkward asks.

Connect with us: 

Want to learn more…

]]> Fri, 4 Apr 2025 22:29:40 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Ficomm Partners) https://the-new-skool.simplecast.com/episodes/microevents-8j3il1h7 Tired of hosting client events that feel great but lead nowhere? Micro-events change the game. Create intimate, high-impact experiences tailored to your best clients’ passions that actually deepen engagement and accelerate referrals. 

- Small groups (under 12 people) = deeper connections

- Plan 4-6 months ahead for high-touch engagement

- No sales pitches—just meaningful experiences

From Porsche racing for adrenaline seekers to hands-on pottery for engineers, these curated events create an environment where unsolicited referrals are a natural outcome without awkward asks.

Connect with us: 

Want to learn more…

]]> An Event Strategy That (Actually) Drives Connection and Referrals with Matt Middleton Candice Carlton, Ficomm Partners 00:34:45 Tired of hosting client events that feel great but lead nowhere? Micro-events change the game. Tired of hosting client events that feel great but lead nowhere? Micro-events change the game. financial advisor, micro events, wealth management, generating leads for my business, matt middleton, ria, advisor marketing, event marketing, growth marketing false full 6 3 b9d92627-604b-4931-bbb4-d164985ea402 The Social Media Survival Guide for Financial Advisors Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder. 

- Validation – People search you after a referral.

- Client touchpoint – Stay visible between meetings.

- Network growth – Get in front of COIs & ideal prospects.

You don’t need to be everywhere—just where your best clients are. Focus on creating value, engaging meaningfully, and using social as a tool, not a chore. Tune in for other social media marketing tips!

Connect with me: 

Want to learn more…

]]> Tue, 18 Mar 2025 11:00:00 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Ficomm Partners) https://the-new-skool.simplecast.com/episodes/the-social-media-survival-guide-for-financial-advisors-VgMfZnVY Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder. 

- Validation – People search you after a referral.

- Client touchpoint – Stay visible between meetings.

- Network growth – Get in front of COIs & ideal prospects.

You don’t need to be everywhere—just where your best clients are. Focus on creating value, engaging meaningfully, and using social as a tool, not a chore. Tune in for other social media marketing tips!

Connect with me: 

Want to learn more…

]]> The Social Media Survival Guide for Financial Advisors Candice Carlton, Ficomm Partners 00:23:26 Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder. Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder. seo, financial advisor, marketing tips, wealth management, lead generation false full 5 3 c4d190fe-5060-4439-9fb8-92ae0318d029 What's the Three Second Rule for Websites? Your website should be your best marketing tool, not a roadblock. In this episode, we reveal why clear messaging beats flashy design and how top firms use SEO, videos, and personalization to turn visitors into clients. Learn the three-second test to see if your site is working and get practical tips to make it a lead-generating machine—whether you manage $500M or $20B in assets.

Listen now and upgrade your digital strategy!

Connect with me: 

Want to learn more…

]]> Wed, 19 Feb 2025 15:59:12 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton) https://the-new-skool.simplecast.com/episodes/whats-the-three-second-rule-for-websites-R47o4nbT Your website should be your best marketing tool, not a roadblock. In this episode, we reveal why clear messaging beats flashy design and how top firms use SEO, videos, and personalization to turn visitors into clients. Learn the three-second test to see if your site is working and get practical tips to make it a lead-generating machine—whether you manage $500M or $20B in assets.

Listen now and upgrade your digital strategy!

Connect with me: 

Want to learn more…

]]> What's the Three Second Rule for Websites? Ficomm Partners, Candice Carlton 00:27:29 Your website should be your best marketing tool, not a roadblock. In this episode, we reveal why clear messaging beats flashy design and how top firms use SEO, videos, and personalization to turn visitors into clients. Your website should be your best marketing tool, not a roadblock. In this episode, we reveal why clear messaging beats flashy design and how top firms use SEO, videos, and personalization to turn visitors into clients. seo, financial advisor, marketing tips, wealth management, lead generation false full 4 3 628246cd-6dda-4a93-9f5d-5413187ee370 A New Skool Approach to COI Referrals with Beverly Flaxington Most COI referral strategies are outdated. In this episode, performance coach Bev Flaxington joins me to break down a more modern approach to COI (Center of Influence) referrals to drive organic growth in your firm. Today’s approach is less about asking for a referral and instead creating an environment where they are a natural outcome. Tune in now to find out more. 

Connect with us: 

Want to learn more…

]]> Tue, 4 Feb 2025 19:02:45 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton) https://the-new-skool.simplecast.com/episodes/a-new-skool-approach-to-coi-referrals-with-beverly-flaxington-vwMJM5b6 Most COI referral strategies are outdated. In this episode, performance coach Bev Flaxington joins me to break down a more modern approach to COI (Center of Influence) referrals to drive organic growth in your firm. Today’s approach is less about asking for a referral and instead creating an environment where they are a natural outcome. Tune in now to find out more. 

Connect with us: 

Want to learn more…

]]> A New Skool Approach to COI Referrals with Beverly Flaxington Ficomm Partners, Candice Carlton 00:23:21 Most COI referral strategies are outdated. In this episode, performance coach Bev Flaxington joins me to break down a more modern approach to COI (Center of Influence) referrals to drive organic growth in your firm. Most COI referral strategies are outdated. In this episode, performance coach Bev Flaxington joins me to break down a more modern approach to COI (Center of Influence) referrals to drive organic growth in your firm. financial services, registered investment advisor, wealth management, investment management, marketing false full 3 3 b4862322-f852-4e17-8d4d-3f30b503b508 Drive Connection and ROI: Mastering Client Communications When did you last get a compliment on an email you sent to your clients? If it’s been a while, this is the episode for you.

Tune in as Candice shares next-level tips on how to write emails that result in increased engagement and increased referrals!

Connect with me: 

Want to learn more…

]]> Tue, 21 Jan 2025 12:00:00 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton) https://the-new-skool.simplecast.com/episodes/drive-connection-and-roi-mastering-client-communications-beuW1LPG When did you last get a compliment on an email you sent to your clients? If it’s been a while, this is the episode for you.

Tune in as Candice shares next-level tips on how to write emails that result in increased engagement and increased referrals!

Connect with me: 

Want to learn more…

]]> Drive Connection and ROI: Mastering Client Communications Ficomm Partners, Candice Carlton 00:15:21 If it’s been a while since you last got a compliment on an email you sent to your clients, this is the episode for you. If it’s been a while since you last got a compliment on an email you sent to your clients, this is the episode for you. financial services, registered investment advisor, wealth management, marketing false full 2 3 90e6ee0c-3391-456b-996c-6930c31d9fab From Slow to Flow: Moving Beyond Your Growth Plateau Discover how to transform your firm's marketing into a tool for genuine connection with high-net-worth clients. Join me as together we uncover the secrets to overcoming growth plateaus by aligning your strategy with your firm’s core mission, values, and ideal client profile. Learn to craft marketing that resonates, reflects your authenticity, and drives meaningful relationships.

Connect with us: 

Candice Carlton on LinkedIn

Want to learn more?

Visit ficommpartners.com

]]> Wed, 8 Jan 2025 02:15:00 +0000 candice.carlton@ficommpartners.com (Ficomm Partners, Candice Carlton) https://the-new-skool.simplecast.com/episodes/from-slow-to-flow-moving-beyond-your-growth-plateau-XY_t9pTw Discover how to transform your firm's marketing into a tool for genuine connection with high-net-worth clients. Join me as together we uncover the secrets to overcoming growth plateaus by aligning your strategy with your firm’s core mission, values, and ideal client profile. Learn to craft marketing that resonates, reflects your authenticity, and drives meaningful relationships.

Connect with us: 

Candice Carlton on LinkedIn

Want to learn more?

Visit ficommpartners.com

]]> From Slow to Flow: Moving Beyond Your Growth Plateau Ficomm Partners, Candice Carlton 00:16:56 Overcome growth plateaus by aligning your strategy with your firm’s core mission, values, and ideal client profile. Overcome growth plateaus by aligning your strategy with your firm’s core mission, values, and ideal client profile. financial services, registered investment advisor, wealth management, marketing false full 1 3 120ed1b4-ba15-4c5f-b822-b32405482a13 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.

Stacey's LinkedIn | https://www.linkedin.com/in/stacey-mckinnon-morton/

Morton Wealth's LinkedIn | https://www.linkedin.com/company/mortonwealth/

Morton Wealth's Website | https://www.mortonwealth.com/

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

]]> Fri, 17 Nov 2023 15:07:37 +0000 candice.carlton@ficommpartners.com (stacey mckinnon, Morton Wealth, FiComm Partners, Megan Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/growth-by-challenging-the-status-quo-with-stacey-mckinnon-Uh9o0qWf 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.

Stacey's LinkedIn | https://www.linkedin.com/in/stacey-mckinnon-morton/

Morton Wealth's LinkedIn | https://www.linkedin.com/company/mortonwealth/

Morton Wealth's Website | https://www.mortonwealth.com/

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

]]> Growth by Challenging the Status Quo with Stacey McKinnon stacey mckinnon, Morton Wealth, FiComm Partners, Megan Carpenter, Candice Carlton 00:36:00 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. 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. financial services, wealth management, culture, company culture, leadership, authenticity, vulnerability, brave new work false full 7 2 b0c3d894-f961-4314-b074-8fd135f6e0e2 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. 

Ross' LinkedIn | https://www.linkedin.com/in/ross-marino/

Transitus Wealth Partners' Website | https://transituswealth.com/

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

]]> Thu, 28 Sep 2023 15:51:14 +0000 candice.carlton@ficommpartners.com (Ross Marino, Transitus Wealth Partners, Megan Carpenter, Candice Carlton, FiComm Partners) https://the-new-skool.simplecast.com/episodes/shifting-to-a-human-approach-sAeoWlWo 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. 

Ross' LinkedIn | https://www.linkedin.com/in/ross-marino/

Transitus Wealth Partners' Website | https://transituswealth.com/

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

]]> Shifting to a Human Approach with Ross Marino Ross Marino, Transitus Wealth Partners, Megan Carpenter, Candice Carlton, FiComm Partners 00:40:59 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. 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. financial services, financial advisor, wealth management, financial advisors, ficomm partners, authenticity, vulnerability, transitus wealth partners false full 6 2 e7bde3da-c1b1-4b82-94fd-7edd03e3fc48 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.

Angie's LinkedIn | https://www.linkedin.com/in/angieherbers/

Herbers & Company's LinkedIn | https://www.linkedin.com/company/herbers-company/

Herbers & Company's Website | https://www.herbersandcompany.com/

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

]]> Fri, 1 Sep 2023 19:38:45 +0000 candice.carlton@ficommpartners.com (angie herbers, meg carpenter, Candice Carlton, Megan Carpenter) https://the-new-skool.simplecast.com/episodes/creating-a-growth-centric-culture-with-angie-herbers-XqbQ2uLG 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.

Angie's LinkedIn | https://www.linkedin.com/in/angieherbers/

Herbers & Company's LinkedIn | https://www.linkedin.com/company/herbers-company/

Herbers & Company's Website | https://www.herbersandcompany.com/

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

]]> Creating a Growth-Centric Culture with Angie Herbers angie herbers, meg carpenter, Candice Carlton, Megan Carpenter 00:44:06 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. 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. financial services, wealth management, roi, financial advisors, culture, growth, authenticity, marketing false full 5 2 7d511ce6-4a76-4d50-bc22-f6c8897c2f76 Shaping the Industry as a Chief Growth Officer with Tiffany Charles 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

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.
 

https://www.linkedin.com/in/tiffany-charles-1a3998b0/

https://destinycapital.com/

https://entrepreneuraligned.com/

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

]]> Thu, 20 Jul 2023 17:34:07 +0000 candice.carlton@ficommpartners.com (Tiffany Charles, Candice Carlton, Megan Carpenter) https://the-new-skool.simplecast.com/episodes/taking-your-firm-to-the-next-level-with-tiffany-charles-InfgTU2w 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

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.
 

https://www.linkedin.com/in/tiffany-charles-1a3998b0/

https://destinycapital.com/

https://entrepreneuraligned.com/

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

]]> Shaping the Industry as a Chief Growth Officer with Tiffany Charles Tiffany Charles, Candice Carlton, Megan Carpenter 00:48:02 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. 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. financial advisor, advisor podcasts, ria, ficomm partners, growth, authenticity, vulnerability false full 4 2 2e1c5acb-384e-4f4c-9c39-5e92b3ac6263 How to Attract Top + Diverse Talent with Emlen Miles-Mattingly 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 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.

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

]]> Wed, 3 May 2023 18:01:26 +0000 candice.carlton@ficommpartners.com (Emlen Miles-Mattingly, Megan Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/how-to-attract-top-diverse-talent-with-emlen-miles-mattingly-GWMbT3Ng 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 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.

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

]]> How to Attract Top + Diverse Talent with Emlen Miles-Mattingly Emlen Miles-Mattingly, Megan Carpenter, Candice Carlton 00:33:04 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. 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. financial advisor, wealth management, advisor podcasts, ria, ficomm partners, diversity, advisor marketing, authenticity, vulnerability false full 3 2 cd74d375-5ece-4735-8aac-3d2fe1d71021 The Power of Podcasting with Matt Halloran 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's LinkedIn | https://www.linkedin.com/in/matthalloranpm/

Matt's Twitter | https://twitter.com/MattHalloran_

Subscribe to never miss an episode and connect with us on: 

Website | https://bit.ly/FiCommPartners

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LinkedIn |  https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

]]> Wed, 5 Apr 2023 14:55:20 +0000 candice.carlton@ficommpartners.com (Matt Halloran, Meg Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/the-power-of-podcasting-with-matt-halloran-9sbYPmiK 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's LinkedIn | https://www.linkedin.com/in/matthalloranpm/

Matt's Twitter | https://twitter.com/MattHalloran_

Subscribe to never miss an episode and connect with us on: 

Website | https://bit.ly/FiCommPartners

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LinkedIn |  https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

]]> The Power of Podcasting with Matt Halloran Matt Halloran, Meg Carpenter, Candice Carlton 00:39:24 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. 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. financial advisor, wealth management, advisor podcasts, ria, ficomm partners, advisor marketing, authenticity, vulnerability false full 2 2 fe4c68aa-1c96-4e57-9ded-c482735ed85f Rocking Advisor Video with Samantha Russell 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.

https://twitter.com/SamanthaTwenty

https://www.linkedin.com/in/samanthacrussell/

https://fmgsuite.com/

Subscribe to never miss an episode and connect with us on:

Website | https://bit.ly/FiCommPartners

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LinkedIn |  https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

]]> Fri, 3 Feb 2023 16:00:00 +0000 candice.carlton@ficommpartners.com (Meg Carpenter, Candice Carlton, Samantha Russell) https://the-new-skool.simplecast.com/episodes/rocking-advisor-video-with-samantha-russell-pQOZwKDH 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.

https://twitter.com/SamanthaTwenty

https://www.linkedin.com/in/samanthacrussell/

https://fmgsuite.com/

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

]]> Rocking Advisor Video with Samantha Russell Meg Carpenter, Candice Carlton, Samantha Russell 00:38:27 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.  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.  coaching, wealthmanagement, diyvideo, ficommpartners, advisormarketing, newskool, authenticity, vulnerability false full 1 2 3204bdbb-3e22-46be-b862-2e02d9a1584f Investing in Independence with Matt Brinker 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

https://www.merchantim.com/

 

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

]]> Thu, 3 Nov 2022 18:00:00 +0000 candice.carlton@ficommpartners.com (Matt Brinker, Candice Carlton, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/investing-in-independence-with-matt-brinker-gDVcV3qM 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

https://www.merchantim.com/

 

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

]]> Investing in Independence with Matt Brinker Matt Brinker, Candice Carlton, Meg Carpenter 00:36:24 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. 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. merchant financial, mindset, advisor podcast, financial advisor, investing, wealth management, matt brinker, independence, ria, ficomm partners, advisor marketing, authenticity, vulnerability false full 29 1 fe323f54-66fe-45c4-a2ec-1eab553a2772 Creating an Award-Winning Podcast with Take Back Retirement 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/

 

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

]]> Tue, 4 Oct 2022 20:00:00 +0000 candice.carlton@ficommpartners.com (Stephanie McCullough, Kevin Gaines, Candice Carlton, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/creating-an-award-winning-podcast-with-take-back-retirement-6KHSFy2q 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/

 

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

]]> Creating an Award-Winning Podcast with Take Back Retirement Stephanie McCullough, Kevin Gaines, Candice Carlton, Meg Carpenter 00:40:58 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! 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! co-hosts, advisor podcast, financial advisor, takebackretirement, wealth management, retirement, coaching, ria, ficomm partners, advisor marketing, authenticity, vulnerability false full 28 1 57f527ea-7c0c-4f95-af29-07353bf18f3c Becoming a Limitless Advisor with Stephanie Bogan 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/

https://limitlessfa.life/

 

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

]]> Wed, 7 Sep 2022 18:00:00 +0000 candice.carlton@ficommpartners.com (Stephanie Bogan, Candice Carlton, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/becoming-a-limitless-advisor-with-stephanie-bogan-v5xX_S9d 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/

https://limitlessfa.life/

 

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

]]> Becoming a Limitless Advisor with Stephanie Bogan Stephanie Bogan, Candice Carlton, Meg Carpenter 00:50:40 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. 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. mindset, advisor podcast, financial advisor, wealth management, coaching, ria, ficomm partners, advisor marketing, authenticity, limitless advisor, vulnerability false full 27 1 5c5702e3-a42e-4552-91dc-6a049748e5b2 The Paradox of Attracting and Repelling Prospects with Michael Kitces 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.kitces.com/

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

 

Subscribe to never miss an episode and connect with us on:

Website | https://bit.ly/FiCommPartners

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LinkedIn |  https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

]]> Tue, 9 Aug 2022 15:00:00 +0000 candice.carlton@ficommpartners.com (Michael Kitces, Candice Carlton, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/the-paradox-of-attracting-and-repelling-prospects-with-michael-kitces-JYRmI0r_ 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.kitces.com/

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

 

Subscribe to never miss an episode and connect with us on:

Website | https://bit.ly/FiCommPartners

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LinkedIn |  https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

]]> The Paradox of Attracting and Repelling Prospects with Michael Kitces Michael Kitces, Candice Carlton, Meg Carpenter 00:41:34 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. 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. financial advisor, wealth management, advisor podcasts, ria, ficomm partners, advisor marketing, authenticity, vulnerability, niche false full 26 1 359c5e5c-c611-474d-867a-1518ac08c3a5 Creating Funded Contentment with Brian Portnoy 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

]]> Thu, 21 Jul 2022 11:00:00 +0000 candice.carlton@ficommpartners.com (Meg Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/creating-funded-contentment-with-brian-portnoy-_RSNMsTP 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

]]> Creating Funded Contentment with Brian Portnoy Meg Carpenter, Candice Carlton 00:39:34 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. 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. financial advisor, wealth management, advisor podcasts, ria, ficomm partners, funded contentment, advisor marketing, authenticity, vulnerability false full 25 1 1dae8eec-c465-4d8a-9c35-36cf99b2ed5b Staying Out of the PE Race with Keel Point 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

https://www.linkedin.com/in/steven-skancke-4659544/

https://www.linkedin.com/in/mike-perry-72b9b18/

 

 

]]> Thu, 19 May 2022 18:00:00 +0000 candice.carlton@ficommpartners.com (Steve Skancke, Mike Perry, Candice Carlton, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/staying-out-of-the-pe-race-with-keel-point-W2WvvW_j 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

https://www.linkedin.com/in/steven-skancke-4659544/

https://www.linkedin.com/in/mike-perry-72b9b18/

 

 

]]> Staying Out of the PE Race with Keel Point Steve Skancke, Mike Perry, Candice Carlton, Meg Carpenter 00:35:11 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. 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. consolidation, financial advisors, ria, private equity, advisor marketing, m&a false full 24 1 6773253d-10a0-45c2-b080-61215904405c Advisor Personal Branding with Sam Gammell 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/ 

]]> Thu, 21 Apr 2022 21:51:06 +0000 candice.carlton@ficommpartners.com (sam gammell, meg carpenter, candice carlton) https://the-new-skool.simplecast.com/episodes/advisor-personal-branding-with-sam-gammell-l5myCWzM 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/ 

]]> Advisor Personal Branding with Sam Gammell sam gammell, meg carpenter, candice carlton 00:36:41 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. 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. financial advisor, wealth management, advisor marketing, authenticity, vulnerability, marketing false full 23 1 53488301-6496-4e5f-993c-674f740cfa4f Building a Modern Investment Team with Kara Murphy 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 

]]> Mon, 28 Mar 2022 22:15:13 +0000 candice.carlton@ficommpartners.com (Kara Murphy, Megan Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/building-a-modern-investment-team-with-kara-murphy-L7im4meo 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 

]]> Building a Modern Investment Team with Kara Murphy Kara Murphy, Megan Carpenter, Candice Carlton 00:34:58 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. 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. chief investment officer, investments, wealth management, investment management, financial advisors, ria, advisor marketing, newskool false full 22 1 ceded28d-45c8-41ec-88ac-efd1b1abb873 The New Skool of Deal Making with Jacqueline Martinez 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-/ 

]]> Thu, 17 Feb 2022 16:40:02 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Megan Carpenter, Jacqueline Martinez) https://the-new-skool.simplecast.com/episodes/the-new-skool-of-deal-making-with-jacqueline-martinez-8mI6M10W 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-/ 

]]> The New Skool of Deal Making with Jacqueline Martinez Candice Carlton, Megan Carpenter, Jacqueline Martinez 00:33:34 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. 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. financial advsiors, emapthy, woman entrepreneur, advisormarketing, authenticity, m&a false full 21 1 22b5ac22-5ec7-4f16-b368-5c38f04510e6 Frictionless Finance with Mike Walkinshaw and Mark Bakker 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/

]]> Wed, 19 Jan 2022 18:38:49 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Mike Walkinshaw, Mark Bakker) https://the-new-skool.simplecast.com/episodes/frictionless-finance-with-mike-walkinshaw-and-mark-bakker-qSnGIkSL 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/

]]> Frictionless Finance with Mike Walkinshaw and Mark Bakker Candice Carlton, Mike Walkinshaw, Mark Bakker 00:41:58 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. 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. financial advisor, venture capital, remote work, advisor marketing, private credit, saas false full 20 1 35343001-6174-4c30-a941-226e86242e31 Leading Through Authentic Connection with Adam Cox  

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

]]> Tue, 21 Dec 2021 19:14:43 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Adam Cox, Megan Carpenter) https://the-new-skool.simplecast.com/episodes/leading-through-authentic-connection-with-adam-cox-WjyUiZ5_  

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

]]> Leading Through Authentic Connection with Adam Cox Candice Carlton, Adam Cox, Megan Carpenter 00:39:29 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. 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. wealth management, new skool, financial advice, leadership, advisor marketing, authenticity, banking false full 19 1 6e304bd1-3e79-4c2b-a4e3-10cfe7a9ae24 Creating Change and Driving Business Results Through Podcasting with Emlen Miles-Mattingly 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

]]> Mon, 15 Nov 2021 15:28:36 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Megan Carpenter, Emlen Miles Mattingly) https://the-new-skool.simplecast.com/episodes/creating-change-and-driving-business-results-through-podcasting-with-emlen-miles-mattingly-FK83Gu6m 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

]]> Creating Change and Driving Business Results Through Podcasting with Emlen Miles-Mattingly Candice Carlton, Megan Carpenter, Emlen Miles Mattingly 00:38:55 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. 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. financial advisor, wealth management, d&i, wealth manager, advisor marketing, vulnerability false full 17 1 49030371-b070-4f05-84d4-4385d0a1d2b6 The Power of Vulnerability with Financial Sobriety 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.  

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

]]> Mon, 15 Nov 2021 15:16:46 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Megan Carpenter, Jim Gebhardt, Matthew Grishman) https://the-new-skool.simplecast.com/episodes/the-power-of-vulnerability-with-financial-sobriety-CJxuqKBT 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.  

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

]]> The Power of Vulnerability with Financial Sobriety Candice Carlton, Megan Carpenter, Jim Gebhardt, Matthew Grishman 00:46:12 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. 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. wealthmanagement, financialadvisor, advisormarketing, newskool, vulnerability, wealthmanager true full 18 1 f90b1dd1-9ccf-4ae9-b958-d147ba003091 The Mindful Advisor with Ashley Cardini 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 be treated to a brief meditation session!

LinkedIn: https://www.linkedin.com/in/ashleyrcardini/

Website: https://ashleycardini.com/

]]> Thu, 9 Sep 2021 14:51:04 +0000 candice.carlton@ficommpartners.com (Ashley Cardini, Candice Carlton, Megan Carpenter) https://the-new-skool.simplecast.com/episodes/the-mindful-advisor-with-ashley-cardini-e22AYRNO 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 be treated to a brief meditation session!

LinkedIn: https://www.linkedin.com/in/ashleyrcardini/

Website: https://ashleycardini.com/

]]> The Mindful Advisor with Ashley Cardini Ashley Cardini, Candice Carlton, Megan Carpenter 00:36:03 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 be treated to a brief meditation session! 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 be treated to a brief meditation session! advisor, mindful, wealthmanagement, financialadvisor, advisormarketing, authenticity, vulnerability false full 16 1 54bbc012-4780-4f14-9576-83e0963a842c Disrupting the Custody Space with Pete Dorsey 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.

LinkedIn:  https://www.linkedin.com/in/pete-dorsey-3b10a73/

Website: https://altruist.com/

Twitter: https://twitter.com/pjdorsey?lang=en

Mentioned in this episode: 

Schwab <> TD Acquistion:  https://www.businesswire.com/news/home/20201006005590/en/Schwab-Completes-Acquisition-of-TD-Ameritrade

]]> Fri, 13 Aug 2021 04:00:00 +0000 candice.carlton@ficommpartners.com (Pete Dorsey, Megan Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/disrupting-the-custody-space-with-pete-dorsey-MBmIAonq 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.

LinkedIn:  https://www.linkedin.com/in/pete-dorsey-3b10a73/

Website: https://altruist.com/

Twitter: https://twitter.com/pjdorsey?lang=en

Mentioned in this episode: 

Schwab <> TD Acquistion:  https://www.businesswire.com/news/home/20201006005590/en/Schwab-Completes-Acquisition-of-TD-Ameritrade

]]> Disrupting the Custody Space with Pete Dorsey Pete Dorsey, Megan Carpenter, Candice Carlton 00:34:00 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. 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. advisor, inclusivefinance, inclusivity, custodian, financialadvisor, custodyspace, financialservices, roboadvisor, financialplanning, platform, authenticity, financialadvice, digitalfirst false full 15 1 04ab5f0f-5860-42e8-bca5-ba6bac19db93 Rocking Video + Building a Disruptor Brand with Wistia Co-Founders 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

]]> Thu, 22 Jul 2021 19:09:44 +0000 candice.carlton@ficommpartners.com (Chris Savage, Brendan Schwartz, Meg Carpenter, Candice Carlton) https://the-new-skool.simplecast.com/episodes/rocking-video-building-a-disruptor-brand-with-wistia-co-founders-noeVV_hF 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

]]> Rocking Video + Building a Disruptor Brand with Wistia Co-Founders Chris Savage, Brendan Schwartz, Meg Carpenter, Candice Carlton 00:49:50 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. false full 14 1 27fe566e-a6b2-4438-95b2-d4b18c7d5795 Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle 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

]]> Thu, 1 Jul 2021 19:45:01 +0000 candice.carlton@ficommpartners.com (Carolyn Dalle-Molle, Meg Carpenter, Arlene Moss, Candice Carlton) https://the-new-skool.simplecast.com/episodes/coaching-for-the-advisor-of-tomorrow-with-arlene-moss-and-carolyn-dalle-mole-cI7zVRUd 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

]]> Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle Carolyn Dalle-Molle, Meg Carpenter, Arlene Moss, Candice Carlton 00:39:13 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/ 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/ advisors, advisormarketing, authenticity, vulnerability false full 13 1 d2f79fc7-d3c6-4d2b-ab02-026d0093f893 Embracing a Mindset of Experimentation with Wes Kao 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/

]]> Thu, 13 May 2021 14:23:08 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Megan Carpenter, Wes Kao) https://the-new-skool.simplecast.com/episodes/embracing-a-mindset-of-experimentation-with-wes-kao-93Yg6qMH 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/

]]> Embracing a Mindset of Experimentation with Wes Kao Candice Carlton, Megan Carpenter, Wes Kao 00:41:00 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.  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.  experimentation, advisor, financialadvisor, advisormarketing, altmba false full 12 1 caab8aaa-31a3-4916-b194-75ee8c048119 Pursuing Independence to Serve Special Needs with Matthew Ricks 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

]]> Tue, 6 Apr 2021 16:27:37 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Matthew Ricks) https://the-new-skool.simplecast.com/episodes/pursuing-independence-to-serve-special-needs-with-matthew-ricks-__5QFVB5 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

]]> Pursuing Independence to Serve Special Needs with Matthew Ricks Candice Carlton, Matthew Ricks 00:31:19 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.” 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.” special needs, financial advisor, advisor, wealth management, advisor marketing, authenticity, vulnerability false full 11 1 d28715e4-969f-4a61-ada3-0e1343dbc011 Video, Money, Mistakes + Going Viral with Adam Lisagor 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

]]> Fri, 5 Mar 2021 05:00:00 +0000 candice.carlton@ficommpartners.com (Meg Carpenter, Candice Carlton, Adam Lisagor) https://the-new-skool.simplecast.com/episodes/video-money-mistakes-going-viral-with-adam-lisagor-eGr5ai4d 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

]]> Video, Money, Mistakes + Going Viral with Adam Lisagor Meg Carpenter, Candice Carlton, Adam Lisagor 00:46:55 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.  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.  advisor, mistakes, financialadvisor, ria, video, advisormarketing, money false full 10 1 472536eb-338a-4177-88ea-725146c94bea Dare to Dream with Anna N'jie-Konte
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

]]> Fri, 12 Feb 2021 05:00:00 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Megan Carpenter, Anna N'jie-Konte) https://the-new-skool.simplecast.com/episodes/ep-9-delivering-judgement-free-financial-advice-with-anna-njie-konte-19Pdr2fw
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

]]> Dare to Dream with Anna N'jie-Konte Candice Carlton, Megan Carpenter, Anna N'jie-Konte 00:35:12 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. 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. advisor, financialadvisor, financialservices, advisormarketing, relatable, authenticity, financialadvice, vulnerablity false full 9 1 4c515b20-d893-4672-ae50-73df1953dca6 Future-Proofing the RIA Industry with Dani Fava 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

]]> Fri, 22 Jan 2021 05:00:00 +0000 candice.carlton@ficommpartners.com (Meg Carpenter, Dani Fava, candice carlton) https://the-new-skool.simplecast.com/episodes/being-yourself-with-dani-fava-hLc4woJ2 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

]]> Future-Proofing the RIA Industry with Dani Fava Meg Carpenter, Dani Fava, candice carlton 00:35:50 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. 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. woc, advisor, lgbtq, ria, envestnet, advisor marketing, authenticity, vulnerability, innovation false full 8 1 51a74d13-994e-45e4-b143-21f7f545054f Changing Money Stories with Georgia Lee Hussey 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 Mentioned in the conversation:  

]]> Mon, 21 Dec 2020 05:00:00 +0000 candice.carlton@ficommpartners.com (Candice Carlton) https://the-new-skool.simplecast.com/episodes/changing-money-stories-with-georgia-lee-hussey-KNFsQZxW 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 Mentioned in the conversation:  

]]> Changing Money Stories with Georgia Lee Hussey Candice Carlton 00:39:44 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. 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. financial advisor, modernist financial, ria, money stories false full 7 1 770f3045-bd64-48fd-a84f-fe84119269e6 What it means to be a HUMAN CEO with Toussaint Bailey 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

 

 

]]> Tue, 8 Dec 2020 05:00:00 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Toussaint Bailey, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/what-it-means-to-be-a-human-ceo-with-toussaint-bailey-db3YnNBb 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

 

 

]]> What it means to be a HUMAN CEO with Toussaint Bailey Candice Carlton, Toussaint Bailey, Meg Carpenter 00:42:14 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. 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. enso wealth, ria, the just listen project, leadership, authenticity, human false full 6 1 14d42832-30e9-496f-8556-415f051bbac3 The Alchemy of CX in Wealth Management with Seb Dovey 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/

]]> Tue, 24 Nov 2020 05:00:00 +0000 candice.carlton@ficommpartners.com (seb dovey, ficomm partners, meg carpenter, candice carlton) https://the-new-skool.simplecast.com/episodes/the-alchemy-of-high-net-worth-clients-with-seb-dovey-OHbPMWvq 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/

]]> The Alchemy of CX in Wealth Management with Seb Dovey seb dovey, ficomm partners, meg carpenter, candice carlton 00:35:32 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.  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.  ria, hnw clients, advisor marketing, chief commercial officer false full 5 1 8b5788a3-aa7b-4483-bf25-19a454986307 Reimagining Active Management with Matthew Siegel 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

 

]]> Thu, 29 Oct 2020 04:00:00 +0000 candice.carlton@ficommpartners.com (matthew siegel, megan carpenter, candice carlton) https://the-new-skool.simplecast.com/episodes/redesigning-active-management-with-matthew-siegel-WYmT5pLl 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

 

]]> Reimagining Active Management with Matthew Siegel matthew siegel, megan carpenter, candice carlton 00:42:07 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.  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.  active management, matthew siegel, peter kraus, aperture investors false full 4 1 4fa67dba-9ed2-4d32-8886-38f790606a1e Humanizing Financial Advice with Carl Richards 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: 

Instagram -https://www.instagram.com/ficommpartners/ LinkedIn -https://www.linkedin.com/company/ficomm-partners/ Twitter -https://twitter.com/FiCommPartners Mentioned in the conversation: 

 

]]> Wed, 14 Oct 2020 04:00:00 +0000 candice.carlton@ficommpartners.com (candice carlton, meg carpenter, carl richards) https://the-new-skool.simplecast.com/episodes/humanizing-financial-services-with-carl-richards-6IR2tMM6 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: 

Instagram -https://www.instagram.com/ficommpartners/ LinkedIn -https://www.linkedin.com/company/ficomm-partners/ Twitter -https://twitter.com/FiCommPartners Mentioned in the conversation: 

 

]]> Humanizing Financial Advice with Carl Richards candice carlton, meg carpenter, carl richards 00:51:34 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.  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.  carl richards, financial advisor, new skool, ria, change, modern marketing, advisor marketing false full 3 1 f0ed0afe-69b4-44d6-8bab-44d7fb6d3870 Changing the Complexion of Wealth with Emlen Miles-Mattingly 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 

 

]]> Wed, 23 Sep 2020 04:00:04 +0000 candice.carlton@ficommpartners.com (emlen miles-mattingly, candice carlton) https://the-new-skool.simplecast.com/episodes/changing-the-complexion-of-wealth-with-emlen-miles-mattingly-s_XQsEag 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 

 

]]> Changing the Complexion of Wealth with Emlen Miles-Mattingly emlen miles-mattingly, candice carlton 00:39:18 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. 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. financial advisor, minoritymoney, ria, diversity, growth, authenticity, marketing, advisornmarketing false full 2 1 8bd0d464-edbd-444e-b565-0694392c8b5a The Challenge of Authenticity with Meg Carpenter 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 

 

 

 

]]> Tue, 1 Sep 2020 04:00:14 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Meg Carpenter) https://the-new-skool.simplecast.com/episodes/the-challenge-of-authenticity-with-meg-carpenter-tNxx0vTo 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 

 

 

 

]]> The Challenge of Authenticity with Meg Carpenter Candice Carlton, Meg Carpenter 00:32:58 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. 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. advisor, ria, advisormarketing, newskool, authenticity, vulnerability false full 1 1 5dfdb9a9-9df0-4313-95b1-60722e217c56 Welcome to the New Skool Def:// 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.  

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. 

]]> Wed, 29 Jul 2020 22:59:27 +0000 candice.carlton@ficommpartners.com (Candice Carlton, Meg Carpenter, FiComm Partners) https://the-new-skool.simplecast.com/episodes/welcome-to-the-new-skool-DcNpbEqI Def:// 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.  

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. 

]]> Welcome to the New Skool Candice Carlton, Meg Carpenter, FiComm Partners 00:00:34 Def:// 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. 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. Def:// 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. 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. advisors, ria, marketing false trailer 1