The New Skool

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

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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

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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

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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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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

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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/

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

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Twitter -https://twitter.com/FiCommPartners 

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

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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

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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: 

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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. 

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 Mentioned in the conversation: 

- Carl Richards + Michael Kitces episode on Imposter Syndrome 

- FiComm's Advisor Education 

- Seth Godin's take on The Imposter Syndrome