The New Skool Podcast
1) Stop Overthinking It: How Alignment, Authenticity, and Strategy Fuel RIA Marketing Growth
Marketing your RIA doesn’t have to be flashy or complicated, it just needs to reflect who you are and the transformation you deliver.
2) The New Trust Signal: Why Client Reviews Are the Future of Advisor Marketing with Rishi Bharathan
Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility.
3) The Truth About SEO: It's Simpler (and Smarter) Than You Think with Meg Clarke
Is SEO the silver bullet for growth or just another buzzword? In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it’s less about a...Show More
The Truth About SEO: It's Simpler (and Smarter) Than You Think with Meg Clarke
23:53 | May 1st, 2025
4) An Event Strategy That (Actually) Drives Connection and Referrals with Matt Middleton
Tired of hosting client events that feel great but lead nowhere? Micro-events change the game.
5) The Social Media Survival Guide for Financial Advisors
Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder.
6) What's the Three Second Rule for Websites?
Your website should be your best marketing tool, not a roadblock. In this episode, we reveal why clear messaging beats flashy design and how top firms use SEO, videos, and personalization to turn visi...Show More
7) A New Skool Approach to COI Referrals with Beverly Flaxington
Most COI referral strategies are outdated. In this episode, performance coach Bev Flaxington joins me to break down a more modern approach to COI (Center of Influence) referrals to drive organic growt...Show More
8) Drive Connection and ROI: Mastering Client Communications
If it’s been a while since you last got a compliment on an email you sent to your clients, this is the episode for you.
9) From Slow to Flow: Moving Beyond Your Growth Plateau
Overcome growth plateaus by aligning your strategy with your firm’s core mission, values, and ideal client profile.
10) Growth by Challenging the Status Quo with Stacey McKinnon
Facing post-pandemic culture challenges, Stacey McKinnon, COO and CMO of Morton Wealth, decided they had to find a "new way." Dedicated to creating fulfillment, driving firm growth and creating an unm...Show More