The New Skool

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

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/

On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Services.  

She shares her experience, learnings, and successes in supporting advisors to tell their individual stories under one brand. She is truly taking a "new skool" approach to advisor marketing and we're such fans. 

Website - https://www.capitalgroup.com/pcs/

LinkedIn  - https://www.linkedin.com/in/samantha-gammell-tardiff-4931221/ 

In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a woman CIO, the importance of having a diverse investment team, and the RIA space's move away from being super focused on returns.

Website: https://www.kestrafinancial.com/newsroom/authors/kara-murphy 

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

Twitter: https://twitter.com/moneywithmurphy 

Jacqueline Martinez, Managing Partner of Alaris Acquisitions, joins us to explain what’s going on in the M&A Space and the number one things advisors should consider when looking for a new home. 

She explains how to get buyer ready, increases maximum value, and the most important determinants of a successful fit.

Alaris Acquisitions: https://alarisacquisitions.com/ 

LinkedIn: https://www.linkedin.com/in/jacqueline-martinez-/ 

Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding for SAAS founders through private credit. 

We talk inventing a new way, experimental mindset, growing with a lean team, adopting to remote work across a multigenerational workforce, and the evolution of private credit.

LinkedIn: https://www.linkedin.com/in/markbakker/ and https://www.linkedin.com/in/mike-walkinshaw-1a9688/

Website: https://timiacapital.com/

Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on trust law, he’s had to make the shift to managing a team and exploring the world of content creation. 

In this episode Adam discusses that shift, helping his team to grow and develop, and the importance of creating content.  

First National Bank in Sioux Fall Website: https://www.fnbsf.com/

Adam’s LinkedIn: https://www.linkedin.com/in/adam-cox-bb11845/
The First National Bank in Sioux Falls YouTube: https://www.youtube.com/watch?v=xF9YawHzdaI
The First National Bank in Sioux Falls Instagram: https://www.instagram.com/fnbsf/?hl=en

Common Cents on the Prairie: https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167

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

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

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/