The New Skool

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

Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – boa ok and awaraward-winningd 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

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

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

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

Twitter -https://twitter.com/FiCommPartners 

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

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

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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/

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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

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