The New Skool
A mindset about truth, connection,
and authenticity
What is New Skool?
In the really old school world of finance, New Skool is a mindset that challenges our industry to rethink how we communicate in a way that is personal, vulnerable, and uniquely human.
Who is New Skool?
Advisors and wealth management businesses ready to embrace and pioneer the future of communications, combining technology and real connectivity to elevate the advisor and client experience.
Why the New Skool Mindset Matters
Reason 1
The differentiator in driving sustained, organic growth is in authentic messaging and marketing that resonates
Reason 2
Social proofing has empowered consumers to make buying decisions through digital validation
Reason 3
By driving toward authenticity, you gain clarity, time, and the confidence that what you’re doing is working
Explore Our Award-Winning New Skool Podcast
Episode 1
Becoming a Limitless Advisor with Stephanie Bogan
Episode 2
The Paradox of Attracting and Repelling Prospects with Michael Kitces
Episode 3