The New Skool

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 BLantiX 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:

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LinkedIn | https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

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 Halloran's LinkedIn | https://www.linkedin.com/in/matthalloranpm/

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

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

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.

Register for FiComm’s Monthly Marketing Masterclasses, HERE

Read about FiComm + FMG Partnership, HERE

Are you ready to learn the power of video and start rocking across your marketing efforts? HERE is how to get started.

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

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/

Connect with us on:

Instagram | https://bit.ly/FiCommInstagram

LinkedIn | https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

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/

Connect with us on:

Instagram | https://bit.ly/FiCommInstagram

LinkedIn | https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

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/

Connect with us on:

Instagram | https://bit.ly/FiCommInstagram

LinkedIn | https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

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

Connect with us on:

Instagram | https://bit.ly/FiCommInstagram

LinkedIn | https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

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/