The New Skool

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

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

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

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/

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

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

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

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

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.  

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

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

Twitter -https://twitter.com/FiCommPartners Mentioned in the conversation:  

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