Shows
Next MileHow to Build a Firm That Outlasts You with Tyson RayEpisode 128: This week, Kyle Van Pelt talks with Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. Tyson helps financial advisors exit their businesses with clarity, confidence, and no regrets. He's been recognized as a Forbes Best-in-State Wealth Advisor, AdvisorHub Advisors to Watch, and Barron's Top 1200 Advisor.
Kyle and Tyson discuss what it takes to build a successful wealth advisory practice that balances growth, client care, and community impact. Tyson shares the strategies, leadership mindset, and values that have guided his career to success. He also discusses his SPACE (See, Prepare, A...
2026-01-2043 min
Next MileBuilding a Tech Stack That Scales With Your FirmEpisode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustration inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your t...
2025-11-2517 min
Next MileMastering the Quarterback Role for Clients with Eric KittnerEpisode 119: This week, Kyle Van Pelt talks with Eric Kittner, CEO and Chairman of the Board at Moneta Group. Eric began his career at Arthur Andersen and RubinBrown before joining Moneta in 2003. Since becoming Managing Partner in 2018, Eric has led Moneta through a period of remarkable growth, expanding from a single Midwest office to multiple national markets and more than doubling its AUM.
Eric talks with Kyle about Moneta's comprehensive service model and how they've operationally mastered the 'quarterback' role for clients. He also shares the firm's geographic growth strategy and the importance of in-office culture for d...
2025-11-1848 min
Next MileBringing Humanity Back into Retirement Planning with Jason WeaverEpisode 118: This week, Kyle Van Pelt talks with Jason Weaver, Managing Partner of Weaver Consulting Group. With nearly three decades of experience in the financial services industry, Jason leads with a people-first philosophy rooted in mentorship, emotional intelligence, and community.
Kyle and Jason unpack why financial planning today requires more than performance charts and retirement projections. Jason describes his mentorship-first approach to helping young people break free from the instant gratification of sports gambling and develop healthier, long-term investing habits. By fostering in-person community, accountability partnerships, and meaningful client events, he’s building trust and transformation that las...
2025-11-1133 min
Next MileFinding the Perfect Partner: Culture and Data in M&A with Jacqueline MartinezEpisode 117: This week, Kyle Van Pelt talks with Jacqueline Martinez, Managing Partner at Alaris Acquisitions. Previously part of United Capital's M&A team, Jacqueline contributed to $10.5B in acquisitions before the firm's 2019 sale to Goldman Sachs. Now at Alaris, she and her team have closed more than 50 deals with leading wealth management firms. Recognized for her leadership in culture-first M&A, Jacqueline was named M&A Executive of the Year in Wealth Solutions Report's Pathfinder Awards and honored among WealthManagement.com's "Ten to Watch" in 2025.
Kyle and Jacqueline discuss what makes a truly successful merger or acquisition i...
2025-11-0438 min
Next MileHow Powerful Data Can Supercharge Organic Growth with Matt ReedEpisode 116: This week, Kyle Van Pelt talks with Matt Reed, Chief Revenue Officer at Powerlytics. Matt brings 20 years of wealth management experience to Powerlytics, including leadership roles at Skience, eMoney Advisor, and Brightscope | ISS. At Powerlytics, Matt oversees the sales and marketing teams and leads the company's revenue-generation strategy and execution.
Matt talks with Kyle about the power of data in driving organic growth. He explores the struggle of finding the right target and why “who and where” matter in prospecting. Matt also shares how Powerlytics' data-driven targeting and wealth platform can help find the next ideal clien...
2025-10-2830 min
Next MileHow SEIA Empowers Advisors to Succeed with Matt MatrisianEpisode 115: This week, Kyle Van Pelt talks with Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA). Matt is a pioneer in transforming the delivery of financial advice. His career has focused on simplifying the financial services industry, supporting its evolution, and enhancing the value to advisors. He believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around investors' needs. Matt's appointment as President of SEIA represents the culmination of a three-decade journey dedicated to reimagining how wealth management firms can scale with purpose while preserving the personal touch that defines the client experience.
2025-10-2142 min
Next MileTurning Complexity into Opportunities: Inside Holistiplan's Tax Planning Program with Torie HappeEpisode 114: This week, Kyle Van Pelt talks with Torie Happe, Head of Partnerships at Holistiplan. Torie began her career at LPL Financial, where she managed new accounts, led RIA conversions, and developed new operational procedures. In 2016, Torie transitioned into fintech at Riskalyze. She later held leadership roles at FIX Flyer and Onramp Invest before joining Holistiplan in 2022 as Head of Partnerships.
Kyle and Torie discuss how Holistiplan enables advisors to turn complex tax returns into clear, actionable plans. Torie also discusses the difference between tax planning and tax advice, how firms can bridge that gap, and where...
2025-10-1425 min
Next MileThe Holy Grail of RIAs: Why Organic Growth Matters Most with John BunchEpisode 113: John Bunch, CEO of Allworth Financial. With over 30 years in financial services, John has guided firms through big transitions, from founder succession and acquisitions to private equity cycles and scaling operations, while preserving their culture.
This week, Kyle talks with John about leading Allworth into its third generation. John reflects on lessons from Schwab and other founder-led firms, and how Allworth is balancing organic growth with strategic acquisitions. He explains the importance of culture, integration, and advisor support, while also detailing the firm’s investments in tax services and AI innovation. From client-centric models to the fut...
2025-10-0734 min
Next MileThe Playbook Behind the Fastest-Growing RIA in History with Jason WenkEpisode 112: This week, Kyle Van Pelt talks with Jason Wenk, Founder and CEO of Altruist. Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder.
Jason shares his journey from humble beginnings to building some of the fastest-growing RIAs. From his early days at Morgan Stanley to pioneering digital marketing for his own RIAs, Jason discusses the innovations that led to the founding of Altruist. Jason also explores the power of content and why social media platforms are today's hub for advisor growth.
2025-09-3045 min
Next MileInside the Growth Engines of America's Top RIAs with Ian WenikEpisode 111: This week, Kyle Van Pelt talks with Ian Wenik, Editor at Citywire and one of the sharpest reporters covering the RIA space. While many firms rely on market performance to maintain their numbers, Ian sheds light on what truly differentiates the fastest-growing RIAs. From niche strategies and referral networks to the big M&A moves reshaping the industry, Ian shares insights from Citywire's 50 Growers Across America and why organic growth is the real differentiator. He also unpacks the pressures of private equity ownership, the challenges of succession, and what the endgame looks like for mega firms.
...
2025-09-2335 min
Next MileTurning Tax Records into Wealth Management Strategies with Kevin KnullEpisode 110: This week, Kyle Van Pelt talks with Kevin Knull, CEO of TaxStatus. With more than 30 years in financial services and fintech, Kevin has led growth and innovation at companies like MoneyGuidePro, YCharts, Symetra Financial, and Hartford Leaders. Throughout his career, he's been dedicated to advancing the industry by helping advisors deliver smarter, higher-quality advice to their clients.
Kevin talks about how TaxStatus leverages access to IRS data to help financial advisors get a complete picture of a client's financial life. He explores the opportunities this presents for organic growth, building relationships with COIs, and providing better...
2025-09-1635 min
Next MileHow Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany IrvingEpisode 109: This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. Tiffany specializes in working with high-net-worth individuals, families, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth.
Tiffany shares her work with business owners and her passion for empowering women in finance. From the challenges of working with busy entrepreneurs to navigating wealth transfer and the evolving role of women in financial planning, Tiffany offers valuable insights on preparing, planning, and protecting b...
2025-09-0932 min
Next MileThe Future of RIAs: Organic Growth, AI, and Advisor Culture with Michael BatnickEpisode 108: Michael Batnick is the Managing Partner at Ritholtz Wealth Management, where he helps shape one of the most influential RIAs in the country while also co-hosting popular podcasts like Animal Spirits. Known for his candor and curiosity, Michael brings a refreshing perspective to investing, leadership, and the business of advice.
This week, Kyle talks with Michael about his winding path into finance—from drifting through college and struggling in sales to finding purpose in markets and mentorship. Michael reflects on the lessons of curiosity, humility, and hiring the right people, while unpacking the challenges of building a...
2025-09-0248 min
Next MileBuilding a Firm That Lasts: Trust, Culture, and Communication with Richard AltEpisode 107: Richard Alt is the CEO of Carnegie Investment Council, where he has led the firm through significant growth, including major acquisitions like Eagle Ridge. With more than two decades of experience, Richard is committed to true fiduciary principles—putting clients’ interests first, eliminating conflicts of interest, and helping investors navigate risk with clarity and trust.
This week, Kyle talks with Richard about his unconventional path into wealth management, inspired by his grandmother’s financial struggles, and why fiduciary duty drives his work. He unpacks the six key risks investors must navigate, discusses Carnegie’s recent Eagle Ridge ac...
2025-08-2637 min
Next MileRethinking AUM: A Better Way for RIAs to Measure Success with Lacey ShrumEpisode 106: Lacey Shrum, Founder of Smart Kx, is an accomplished professional with a diverse background in law, compliance, and entrepreneurship. At Smart Kx, Lacey applies her extensive experience to drive strategic initiatives and deliver innovative solutions within the legal and technology sectors.
This week, Kyle and Lacey do a deep dive into the metric that truly matters for advisory firms—revenue. Lacey shares why AUM can be a vanity metric, how to calculate and use blended rates, and ways to streamline billing for greater efficiency and profitability. They discuss common challenges during firm growth and acquisitions, how ave...
2025-08-1945 min
Next MileWhen Hospitality Becomes a Strategy with Phillip HammanEpisode 105: This week, Kyle Van Pelt talks with Phillip Hamman, President & CEO at Linscomb Wealth (LW). Phillip leads the team in developing and executing the firm's visionary strategies. His leadership extends to serving on the LW Board of Directors, chairing the Executive Committee, and contributing as a voting member of the Investment Committee, reflecting his deep proficiencies in investment advisory, client service, and wealth planning.
Kyle and Phillip talk about how hospitality, character, and processes redefine client service. Phillip unpacks the important role that systems and processes play in building a scalable business. He also shares LW's...
2025-08-1237 min
Next MileThe Four Pillars of Generational Wealth Planning with Steve RederEpisode 104: This week, Kyle Van Pelt talks with Steve Reder, Partner & Head of Wealth Management at RWA Wealth Partners.
Kyle and Steve talk about the four pillars of generational wealth planning. They discuss how RWA Wealth Partners is a boutique firm of consequence, what that means in practice, and how Steve and his team help clients create lasting legacies through financial planning, investment strategy, tax planning, and estate planning. Steve also shares thoughtful advice on building generational relationships and delivering high-touch, in-house services in a scalable way.
In this episode:
(00:00) - Intro
2025-08-0546 min
Next MileThe Myth of Independence in Financial Advice with Brad ShepherdEpisode 103: Brad Shepherd is the President and CEO at Founders Financial, a broker-dealer and RIA dedicated to building purpose-rich, advisor-centric enterprises. With nearly three decades in the industry, Brad blends deep financial expertise with a passionate commitment to helping advisors grow intentional, values-driven practices. His journey from investment rep to executive leader is shaped by strong mentorship, a calling to serve, and a conviction that people—not platforms—drive impact.
This week, Kyle and Brad discuss the myth of independence in the financial services industry and the power of interdependence between firms and advisors. They dive into Found...
2025-07-2955 min
Next MileThe Secret to Scaling Without Losing Your Soul with Carrie DelgottEpisode 102: Carrie Delgott is the President, COO, and CCO at Wescott Financial Advisory Group. With over 25 years in financial services—including two decades at Vanguard—Carrie brings deep expertise to the evolving RIA landscape. At Wescott, she has helped guide the firm through transformative initiatives like B Corp certification, major acquisitions, and the development of their Life-Minded Wealth framework, all while prioritizing employee engagement, client experience, and sustainable scale.
This week, Kyle talks with Carrie about how values and vision can power meaningful scale. They dive into Wescott’s journey as a B Corp, their involvement in the Ne...
2025-07-2237 min
Next MileThe Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go IndependentEpisode 101: This week, Kyle Van Pelt talks with Nelly Mubashi, CEO of Northwest Asset Management and RIA Innovations. They discuss how advisors can build their own RIA easily and confidently. Nelly also shares her remarkable journey from receptionist to CEO, the importance of culture in growing a company, and how Northwest Asset Management and RIA Innovations can be the launchpad for advisors going independent.
In this episode:
(00:00) - Intro
(01:50) - Nelly's money moment
(07:16) - Why Nelly chose the RIA space over larger firms
(08:42) - Launching an RIA in the...
2025-07-1538 min
Next MileThe Secret to Mercer Advisors' 100 Partnerships & Growth-Driven Success with Dave WellingEpisode 100: This week, Kyle Van Pelt talks with Dave Welling, CEO of Mercer Advisors. With 25 years of experience in wealth management, Dave has an extensive track record of serving clients and helping businesses and people define and achieve the next level of success.
Together, Kyle and Dave unpack the human side of Mercer's incredible growth story, reflecting on how the firm's partnerships have fueled its scale and shaped its culture. From his unlikely entry into the RIA space to overseeing 95+ acquisitions since 2017, Dave shares insights on staying purpose-driven, maintaining empathy, and choosing growth as an integral part of...
2025-07-0843 min
Next MileSolving the RIA Puzzle: Leadership, Platforms, and the Missing Layer with Brian ShensonEpisode 099: This week, Kyle Van Pelt talks with Brian Shenson, Managing Partner and COO at Rise Growth Partners. With more than two decades of experience working with financial professionals, Brian has developed a deep understanding of the business fundamentals and operational aspects of wealth management services. He applies this deep industry expertise and his passion for technology and innovation to help firms extend the reach, impact, and resiliency of their digital solutions.
Kyle and Brian explore the evolving landscape of advisor tech and the power of intentional growth. Shenson shares lessons from his journey through Schwab, consulting...
2025-07-0152 min
Next MileWhy Simplicity Is a Secret Weapon in Compliance and Client Care with Carrie KingEpisode 098: This week, Kyle Van Pelt talks with Carrie King, Partner and Chief Compliance Officer at UlImann Wealth Partners. A former restaurateur turned finance professional, Carrie brings a service-driven mindset to wealth management—prioritizing simplicity, optimism, and disciplined planning. With over two decades of experience spanning hedge funds, trading desks, and advisory firms, she now helps lead a holistic, client-centered practice that supports families through life’s most complex transitions.
Kyle and Carrie discuss how Ullman supports clients through these transitions by staying grounded in simplicity, optimism, and practical discipline. Carrie also discusses the firm’s core values...
2025-06-1736 min
Next MileHow Advisors Can Better Serve Business Owners with Jason EarlyEpisode 097: This week, Kyle Van Pelt talks with Jason Early, Founder and CEO of RISR, a wealthtech platform helping financial advisors better serve business owners. With a background in financial services, leadership, and fintech, Jason is passionate about solving complex problems and empowering advisors through data, technology, and behavioral insight.
Kyle and Jason explore why business owners are often an underserved yet high-potential client segment. Jason shares how RISR equips advisors with the tools and technology needed to navigate the complex needs of these clients—and why now is the time to tap into this fast-growing market....
2025-06-1032 min
Next MileBehavior-Based Investment Strategies with Jonathan BlauEpisode 096: In this episode, Kyle Van Pelt talks with Jonathan Blau, President and CEO at Fusion Family Wealth. Known as a “trusted advisor to trusted advisors,” Jonathan brings decades of experience partnering with accounting and law firms to offer comprehensive financial guidance. His approach is grounded in behavioral finance, and he’s known for cutting through complexity with clarity and insight.
Kyle and Jonathan talk about behavioral finance, how Fusion Family Wealth disrupts traditional investment strategies, and what it takes to stand out as an independent financial advisor. Jonathan offers a unique perspective on investing, challenging conventional wisdom...
2025-06-0334 min
Next MileHow Advisors Can Better Serve Business Owners with Jason EarlyEpisode 096: This week, Kyle Van Pelt talks with Jason Early, Founder and CEO of RISR, a wealthtech platform helping financial advisors better serve business owners. With a background in financial services, leadership, and fintech, Jason is passionate about solving complex problems and empowering advisors through data, technology, and behavioral insight.
Kyle and Jason explore why business owners are often an underserved yet high-potential client segment. Jason shares how RISR equips advisors with the tools and technology needed to navigate the complex needs of these clients—and why now is the time to tap into this fast-growing market....
2025-05-3134 min
Next MileServing Clients Holistically at Scale with Jimmy LeeEpisode 095: This week, Kyle Van Pelt talks with Jimmy Lee. Jimmy is the Founder and CEO of The Wealth Consulting Group. A longtime Las Vegas resident and industry veteran, he champions a holistic, client-first approach to wealth management, blending financial planning, investment strategy, and innovative technology to serve as a personal CFO for his clients.
Jimmy shares his early experiences in the brokerage industry and how his perspective shifted towards a more holistic, client-centric approach. He also discusses what it means to serve clients as their personal CFO and how his firm approaches advisor support, succession planning...
2025-05-2755 min
Next MileThriving Through Disruption: Building a Future-Ready RIA with Jay TarnoEpisode 094: This week, Kyle Van Pelt talks with Jay Tarno. Jay is the COO of Cornerstone Planning Group. A former advisor turned operator, he helped lead Cornerstone’s transition to independence and rapid growth. Jay specializes in scaling operations, building advisor support systems, and leveraging technology to enhance client experience, all while maintaining a people-first, fiduciary approach.
Kyle and Jay discuss the risks and rewards of building a tech-forward firm from scratch. From navigating the choppy waters of the 2008 financial crisis to transitioning to independence during the COVID-19 pandemic in 2020, Jay shares his path and the key st...
2025-05-2032 min
Next MileTurning Happy Clients into Referral Engines with Terry Parham JrEpisode 093: Terry Parham Jr is the Co-Founder, Wealth Advisor, CFO, and CCO at Innovative Wealth Building. Terry joined the financial services industry in 2011 and has held positions as a Financial Planner, Corporate Trainer, and District Manager.
This week, Kyle talks with Terry about the power of referrals and how having a structured approach can lead to exponential growth. Terry shares his strategy, which combines confidence and competence to generate consistent client introductions. They also explore how technology transforms client engagement, onboarding, and financial planning.
In this episode:
(00:00) - Intro
(02:19) - Terry's...
2025-05-1337 min
Next MileThe Growth Strategy Behind a $3B Succession-Ready Firm with David HeftyEpisode 092: David Hefty is the CEO at Credent Wealth Management, a fast-growing, advisor-owned RIA that has scaled to nearly $3 billion in AUM through a unique blend of organic growth, strategic acquisitions, and succession-focused consulting. With more than 25 years in the financial services industry, David has a deep passion for creating sustainable, client-centric firms built on transparency, operational excellence, and leadership development.
In this episode, Kyle Van Pelt talks with David about the bold moves behind Credent’s explosive growth—from bootstrapping as a young advisor to leading 12 successful acquisitions. David unpacks how his firm scaled to nearly $3B in...
2025-05-0647 min
Next MileThe Hidden Cost of Fragmented Data with Kailash DuraiswamiEpisode 091: Kailash Duraiswami is the Chief Technology Officer at Milemarker, where he leads the development of data infrastructure and AI-powered solutions for modern advisory firms. With a unique blend of financial expertise and deep technical knowledge, Kailash brings his passion for innovation, data strategy, and scalable technology to help wealth management firms thrive in a multi-platform world.
In this episode, Kyle Van Pelt talks with Kailash about his unconventional path from launching an RIA straight out of college to building tech that transformed data operations for financial firms. They unpack the challenges firms face...
2025-04-2942 min
Next MileAI-Driven Private Wealth Intelligence with Russ D'ArgentoEpisode 090: Russ D'Argento serves as Founder & CEO at FINTRX. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group—a 20-year-old consulting firm in the hedge fund space.In this episode, Milemarker Co-Founder Jud Mackrill talks with Russ about how to make financial data more powerful and strategic. Russ shares the origin story of FINTRX—a platform born from his personal struggle navigating the private wealth market. Host Jud Mackrill and Russ discuss how FinTRX evolved from bootstrapped startup to a data intelligence leader with more...
2025-04-2222 min
Next MileHow Envestnet Is Redefining Scale and Accessibility with Molly WeissEpisode 089: Molly Weiss, Group President of Wealth Platforms at Envestnet, is a 20-year financial services veteran who drives Envestnet’s end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Over her tenure at Envestnet, she has played a pivotal role in shaping scalable solutions that empower advisors to serve clients more effectively. In this episode, Kyle and Molly explore the critical role of configurability in building scalable tech, the evolving landscape of UMA, and how advisors are blending custom portfolio construction with third-party management. Molly shares wha...
2025-04-1538 min
Next MileLessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen OziemkowskiEpisode 088: This week, Kyle Van Pelt talks with Kristen Oziemkowski, COO at The Mather Group. With a background in economics, Kristen brings deep expertise in operational strategy, M&A integration, and organizational growth. Since joining TMG, she has led the firm through 20 successful acquisitions and helped build a values-driven, process-oriented culture. Kyle and Kristen explore what sets TMG apart in the competitive world of wealth management. Kristen reveals how a team-based model, disciplined acquisition strategy, and robust internship pipeline have powered the firm’s consistent growth and five-year run on Barron’s Top 100 list. They...
2025-04-0829 min
Next MileBuilding Legacies That Last with Rick SimonettiEpisode 087: This week, Kyle Van Pelt talks with Rick Simonetti, CEO and Head of Wealth Planning of Fidelis Capital Partners, to explore what it takes to serve ultra-high-net-worth families with excellence. Rick shares how Fidelis was built on the foundation of faithfulness—delivering on promises through deep collaboration, proactive planning, and personalized service. They discuss the importance of mentorship, family meetings, interdisciplinary teams, and how true success lies in preparing future generations. From structuring internal teams to navigating external partnerships, Rick offers practical wisdom for firms looking to elevate their service model and create lasting impact for their clients....
2025-04-0154 min
Next MileGrowing Organically: The Art of Strategic Client Relationships with Andy PetersEpisode 086: This week, Kyle Van Pelt talks with Andy Peters, Partner at Goldstein Advisors. Andy's CPA license is a rarity in financial planning, allowing him to lend a unique business and tax focus to his Financial Planner and Partner role at Goldstein. He stewards the Goldstein team, managing operations and setting the firm's overall vision and strategy.Kyle and Andy discuss the unique path and impressive organic growth of Goldstein Advisors. Andy emphasizes the significance of building genuine client relationships, community involvement, and a relentless focus on client-centric service. He also shares the firm's...
2025-03-2537 min
Next MileServing Small Markets, Making a Big Impact with Daniel SpurgeonEpisode 085: This week, Kyle Van Pelt talks with Daniel Spurgeon, Managing Partner at Commonwealth Financial Services. They discuss building a thriving RIA in a small market, how to overcome the challenge of establishing trust as a young advisor, and how focusing on specific niches can fuel dramatic growth. Daniel also shares the journey of Commonwealth Financial Services from its humble beginnings to becoming one of the two fastest-growing firms in West Virginia, along with the technology strategy that helped scale operations and enhance client service.In this episode:
(00:00) - Intro
(01:07) - The story...
2025-03-1837 min
Next MileBreaking the Mold: Foster Victor's Unique Wealth Coaching Model with Kylie FelkerEpisode 084: This week, Kyle Van Pelt talks with Kylie Felker, President of Foster Victor Wealth Advisors. Kylie leads the firm's strategic direction and innovation. She and Kyle discuss leadership, growth, and the intentional steps to building a thriving wealth management firm. From creating a strong team culture to designing a client experience that leaves lasting impressions, Kylie shares the challenges and triumphs of establishing a leadership structure, the importance of meaningful client relationships, and how Foster Victor stands out in a competitive industry.In this episode:
(00:00) - Intro
(02:21) - Kylie's money moment
(04:16) - The unique branding...
2025-03-1140 min
Next MileBuilding a Championship RIA with Nate LenzEpisode 083: This week, Kyle Van Pelt talks with Nate Lenz, Co-Founder and CEO of Concurrent. Nate has more than a decade of experience in the financial industry. His career has focused on supporting financial advisors, empowering them to succeed without the backing of big financial services companies. Nate is a leader for advisors looking to realize their potential as entrepreneurs.Nate shares Concurrent's key initiatives on building a robust investment team, enhancing technology integrations to make data actionable, and addressing the talent gap in the RIA industry through a centralized wealth advisory services team. Nate also explores t...
2025-03-0449 min
Next MileBuilding Tomorrow's Advisors with JC AbusaidEpisode 082: At Halbert Hargrove, the path to sustainable, long-term success has been shaped by its commitment to developing the next generation of advisors. In this episode, Kyle Van Pelt talks with JC Abusaid, CEO and President at Halbert Hargrove, about the company’s generational growth model. JC shares how the firm transitioned from hiring experienced advisors with existing books of business to cultivating homegrown talent through a structured internship and mentorship program. JC also discusses how Halbert Hargrove overcame the stigma of selling and the importance of separating management from client service roles to ensure efficiency and sust...
2025-02-2546 min
Next MileServing Families, Not Just Portfolios with Rob HoxtonEpisode 081: The total value of assets under management (AUM) is often used to measure growth in wealth management, but Hoxton Planning & Management takes a different approach. For them, true success is about impact, the number of families they serve and the difference they make in their lives. With a mission to help families find happiness through financial planning and resource management, Hoxton prioritizes meaningful, sustainable growth over chasing numbers.In this episode, Kyle Van Pelt talks with Rob Hoxton, Founder and Partner of Hoxton Planning & Management, and a 30-year veteran of the financial planning industry. They discuss...
2025-02-1836 min
Next MileHow AI & Data Are Reshaping the Advisor-Client Relationship with Natalie WolfsenEpisode 080: Natalie Wolfsen is the CEO of Orion Advisor Solutions, where she leads the company’s mission to revolutionize wealth management through cutting-edge technology and data-driven solutions. A champion of AI integration and personalized wealth management, Natalie is at the forefront of helping advisors leverage technology to enhance client relationships, streamline operations, and drive industry-wide transformation.In this episode, Kyle Van Pelt talks with Natalie about Orion’s game-changing partnership with Snowflake, the increasing adoption of AI in wealth management, and how AI-driven tools are revolutionizing advisor productivity. Natalie shares insights from Orion’s latest industry surveys, addres...
2025-02-1149 min
Next MileWhy Most Wealth Management Tech Falls Short—And How to Fix It with Adrian JohnstoneEpisode 079: Adrian Johnstone is the CEO at Practifi, a purpose-built business management platform for RIAs and wealth management firms. With a background in financial services consulting across Australia, New Zealand, and North America, Adrian has extensive experience in regulatory compliance, technology solutions, and scaling advisory businesses. His expertise in leveraging technology to enhance client relationships and streamline operations has positioned Practifi as a leading CRM solution in the industry. In this episode, Milemarker CMO and Cofounder Jud Mackrill talks with Adrian about transforming RIAs with purpose-built CRM solutions, and his journey from consulting to building Practifi. They d...
2025-02-0426 min
Next MileWhy Specialization Is the Future of Financial Advice with Art AmbarikEpisode 078: In this episode, Kyle Van Pelt talks with Art Ambarik, CEO of Perigon Wealth Management, about the transformative trends reshaping the financial advice industry. They discuss the importance of specialization in financial advising, the evolving role of technology, and transitioning from a generalist to a niche-focused advisor. Art shares his journey into the industry, the importance of aligning future financial goals with present actions, and the growth and integration of Perigon Wealth. They also discuss the importance of building trust, professionalization in the RIA industry, and fostering client-centered growth.In this episode:
(00:00) - Intro
(02:33...
2025-01-2832 min
Next MileThe Soul of Wealth with Daniel CrosbyEpisode 077: We live in a world where numbers rule—stacking up wealth, counting dollars, and chasing financial milestones. It's a common pitfall to equate money with happiness, as society frequently portrays financial success as the ultimate goal. While money can bring freedom and opportunity, it also reveals that as powerful as it is, it remains a tool, not a solution to all of life's challenges.In this episode, Kyle Van Pelt talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, New York Times bestselling author, and the host of the Standard Deviations podcast. Daniel helps in...
2025-01-2139 min
Next MileHow to Leverage Technology and Culture to Drive Business Growth with Jeremy NelsonEpisode 076: This week, Kyle Van Pelt talks with Jeremy Nelson, President at Element Wealth. Jeremy shares his journey from discovering investing as a 10-year-old in Canada to building Mississippi’s fastest-growing RIA. Jeremy discusses merging with Ross and Yerger, prioritizing culture and client relationships, and leveraging technology for growth. He explores AI’s potential to enhance advisory efficiency while maintaining human-centered service. From integrating new team members to fostering client trust, Jeremy highlights the importance of leadership, transparency, and personal connections in driving success. In this episode:
(00:00) - Intro
(00:57) - Jeremy's Money Moment
(02:38) - Early career and i...
2025-01-1435 min
Next MileWealth with Purpose: Redefining Financial Planning with Jessica GibbsEpisode 075: In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management. Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument’s innovative approach to financial advising, and the firm’s commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument’s podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors. In this episode:
(00...
2025-01-0739 min
Next MileOwning Your Data: The Future of Wealth ManagementEpisode 074: In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring Mike Prior, Brian Preston, Mark DeLotto, and Chrissy Lee.In this episode:
(00:00) - Intro
(00:52) - Mike Prior on the importance of a modern approach to technology.
(04:37) - Brian Preston on how to build organic growth by being on the front edge of technology.
(07:00) - Mark DeLotto on the criticalness of data in all aspects of building a firm.
(12:00) - Chr...
2024-12-3124 min
Next MileCultivating Talent: Insights from Innovative FirmsEpisode 073: In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the show’s best moments from 2024 discussing how firms are recruiting and developing their talent. Featuring Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny, this episode dives into how great leaders of great firms tackle different aspects of the war for talent.In this episode:
(00:00) - Intro
(00:59) - Seth Merrill on what roles he is prioritizing as his firm grows.
(06:03) - Jeff Casey on the process of getting through a transitional season.
(12:36) - Alex Goss on how he sees the ind...
2024-12-2427 min
Next MileWhy Long-Term Strategy is the Key to Financial Success with Brad BallEpisode 072: Brad Ball, founder of Bison Wealth, is a seasoned financial expert with a passion for creating long-term value in wealth management. Brad’s approach integrates patient capital, cutting-edge investment strategies, and a focus on building resilient client relationships. In this episode, Kyle talks with Brad about the importance of infrastructure in financial firms, the key elements of successful advisor training, and the challenges and opportunities in the wealth management industry. Brad shares his journey from working with large pension plan investments to founding Bison Wealth, emphasizing the need for a supportive environment and sophisticated strategies to mee...
2024-12-1737 min
Next MileHow to Attract Ultra-High-Net-Worth Clients with Jonathan FosterEpisode 071: Building a thriving business is about playing the long game—prioritizing sustainable value creation over fleeting, short-term wins. Organic growth strategies lie at the heart of this approach, leveraging the power of client referrals, collaborative partnerships, and the ability to craft compelling stories that resonate with clients. For advisors aiming to attract ultra-high-net-worth clients, focus on telling, not selling, and offer genuine value without the pressure of asking for referrals.In this episode, Kyle Van Pelt talks with Jonathan Foster, President adn CEO of Angeles Wealth Management. Jonathan is a senior leadership executive with experience in al...
2024-12-1046 min
Next MileSuccession Planning and Growth Strategies with Thomas CarrollEpisode 070: Succession planning and growth strategies are critical considerations for RIAs seeking long-term sustainability. As firms evolve and leadership transitions occur, a well-defined succession plan ensures smooth handover and business continuity. Succession plans, coupled with strategic growth initiatives and investing in the right technology, allow RIAs to deliver better client service, attract top talent and potential leaders, and provide more sophisticated services.In this episode, Kyle Van Pelt talks with Thomas Carroll, CEO & President of Homrich Berg. Thomas has an extensive background in wealth management, both as an advisor to clients and as a leader of client...
2024-12-0340 min
Next MileFinancial Therapy with Emily MillsapEpisode 69: Our relationship with money is often influenced by personal experiences, cultural upbringing, and deeply rooted beliefs. These invisible drivers shape our financial habits, decision-making, and overall well-being. Financial therapists understand that money decisions aren't just about numbers and logic—they're about people. By recognizing clients' emotional and psychological responses to money, financial therapists create holistic plans that align with each person's values and goals.In this episode, Kyle Van Pelt talks with Emily Millsap, Manager of Financial Planning at Avantax Wealth Management. Early in her financial services career, Emily discovered her passion for behavioral finance and ho...
2024-11-1931 min
Next MileStrategic Marketing Techniques for Financial Advisors with Samantha RussellEpisode 068: Marketing is about providing value, building relationships, and earning trust. Financial advisors who want to stand out focus less on selling and more on serving. One of the most effective ways to do this is by creating content people want to engage with, whether blog posts, newsletters, social posts, podcasts, or videos.In this episode, Kyle Van Pelt talks with Samantha Russell, Chief Evangelist at FMG Suite. Samantha teaches financial advisors how to utilize digital marketing strategies to produce exponential growth through website development, content marketing, SEO, social media, and video. Her cutting-edge thought leadership is...
2024-11-1241 min
Next MileOvercoming Cultural Shifts and Communication Barriers with Paula NangleEpisode 067: Effective communication is the bridge that connects financial experts with clients who may feel overwhelmed by financial jargon. Translating financial concepts into clear, relatable language closes the gap between technical knowledge and client understanding, laying the groundwork for successful partnerships and empowering clients to make better financial decisions.This week, Kyle Van Pelt talks with Paula Nangle, President and Senior Wealth Advisor at Marshall Financial. Paula focuses on instilling the values that have guided Marshall Financial for more than 40 years. She talks with Kyle about how she transitioned from pharmaceuticals to financial services, and her experiences...
2024-11-0532 min
Next MileTransforming Wealth Management through Alternatives with Dick PfisterEpisode 066: Traditional wealth management often focuses on stocks and bonds, potentially leaving investors vulnerable during market downturns. AlphaCore believes there's a better way. By marrying alternative investments and traditional asset classes, advisors can bridge the gap between traditional wealth planning and the world of alternatives. Breaking down barriers to alternative investments allows investors to diversify and build more resilient portfolios, enhance returns, and mitigate risks.In this episode, Kyle Van Pelt talks with Dick Pfister, CEO and Founder of AlphaCore Wealth Advisory. Dick has more than 25 years of experience in diversifying traditional portfolios with alternative strategies.
2024-10-2936 min
Next MileBuilding Relationships: The Role of COI Networks in Organic Growth with Seth MerrillEpisode 065: In this episode, Kyle Van Pelt talks with Seth Merrill, Partner at The Norden Group. They discuss the challenges and strategies involved in scaling a financial advisory firm, the importance of building strong COI relationships, and the evolving landscape of the advisory industry. Seth shares his unique path into the industry, insights on building study groups with CPAs and attorneys, and the growth trajectory of The Norden Group, including onboarding 11 advisors and managing a team of 22 employees. They also explore the role of technology in managing growth, the balance between personal practice and firm management, and Seth's vision...
2024-10-2240 min
Next MileDelivering Reliable Value in Financial Services with Mark WeiskindEpisode 064: Traditionally, value propositions are centered on beating the market and outperforming benchmarks. However, these factors often fail to deliver consistent and reliable results for investors. To address this challenge, Fairway Wealth Management aims to provide reliable results by focusing on factors investors can control. These include tax efficiency, cost management, and behavioral guidance.This week, Kyle talks with Mark Weiskind, Founding Partner and President at Fairway Wealth Management. Mark helped found the firm in 2002 to provide clients with world-class, high-touch, completely independent, and objective advice. Kyle and Mark discuss delivering reliable value, how smaller firms can...
2024-10-1541 min
Next MileMulti-Channel Growth Strategies with Robert Conzo and Eric DitonEpisode 063: This week, Kyle talks with Robert Conzo and Eric Diton from The Wealth Alliance. Robert is the CEO and Managing Director, and Eric is the President and Managing Director. They discuss their journey in wealth management, from large wirehouses to establishing an independent firm. They explore growth strategies through M&A, organic client acquisition, and building strong centers of influence. The conversation explores the importance of technology, AI, and the role of social media and PR in building a successful brand. They also discuss their firm's culture, charitable initiatives like “Songs of Love”, and vision for becom...
2024-10-0849 min
Next MileThe Buddy System with Gary RussellEpisode 062: At Helium Advisors, the buddy system isn't just a strategy—it's a core component of their wealth management approach. By pairing advisors with shared goals and similar skill sets, they provide clients with more comprehensive and personalized solutions. In this episode, Kyle Van Pelt talks with Gary Russell, Partner and Co-Founder at Helium Advisors, about Helium's buddy system, how it works, and the benefits it provides. They also discuss holistic planning and how using the right technology creates a unique client experience.In this episode:
[01:49] - Gary's money moment
[03:37] - What inspired Gary to...
2024-10-0135 min
Next MileFinancial Planning for Wealth Creators with Craig RobsonEpisode 061: Wealth creators understand that financial planning isn't solely about maximizing returns. It’s also about building a lasting legacy. By involving the next generation in family wealth discussions, advisors can help beneficiaries develop a solid financial understanding. This ensures a smoother wealth transfer and empowers future generations to manage their financial affairs effectively. In this episode, Kyle talks with Craig Robson, Founding Principal and Managing Director at Regent Peak Wealth Advisors. In his role, Craig sets the firm's overall vision and strategy. The creation of Regent Peak Wealth Advisors is a direct result of Craig's desire to...
2024-09-1746 min
Next MileHow Technology Boosts Operational Efficiency with Chrissy LeeEpisode 060: Operations is the cornerstone of any organization, and technology is integral to successful business operations. Their integration revolutionizes any organization, and wealth management is no exception. By automating tasks, streamlining workflows, and connecting disparate systems, technology has become an indispensable tool for improving operational efficiency. This increased efficiency empowers advisors to focus more on what they do best: serving their clients, building lasting relationships, and providing personalized financial guidance.In this episode, Kyle talks with Chrissy Lee, Chief Operating Officer of Merit Financial Advisors. Chrissy is responsible for the day-to-day operations of the firm, working within...
2024-09-1037 min
Next MileDiversifying Wealth Management With Property and Casualty Insurance with Jeff CaseyEpisode 059: CG Financial's expansion into property and casualty insurance is a unique strategy in the advisory space. While many firms focus on core expertise, CG Financial has ventured into new territories, taking advantage of its internal expertise. Its proactive use of EOS (Entrepreneurial Operating System), diversification into new business lines, and commitment to technological excellence set the bar for strategic growth and leadership.In this episode, Kyle talks with Jeff Casey, President and Partner at CG Financial Services. As a Founding Partner and Senior Financial Advisor, Jeff has been a pillar of CG Financial's foundation, specializing in...
2024-09-0340 min
Next MileCreating an Internal Culture of Growth with Patrick SweenyEpisode 058: Financial advisory firms always look for innovative ways to create a culture of growth. Internal promotions and residency programs are some unique and great strategies. By nurturing talent and creating opportunities for advancement, specializing in a specific niche, and the strategic integration of technology, firms can cultivate seasoned advisors who understand the company's core values and philosophy and offer comprehensive planning solutions that truly resonate with clients.In this episode, Kyle talks with Patrick Sweeny, Chairman and CEO of Apella Wealth and Co-founder of Symmetry Partners. Patrick focuses on investor education and the strategic growth of t...
2024-08-2746 minNext MileThe Noble Pursuit: Financial Planning with Scott HansonEpisode 057: Financial advisors often go beyond the confines of business to become trusted guides in their client's financial lives. More than crafting investment strategies and managing portfolios, advisors offer support and expertise to individuals and families through various life stages and financial challenges. In this episode, Kyle talks with Scott Hanson, Co-Founder and Vice Chair at Allworth Financial. A nationally recognized financial expert, Scott has been named to Barron's list of the Top 100 Independent Wealth Advisors in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide. F...
2024-08-2039 minNext MileRevolutionizing Wealth Management for Advisors and Credit Unions with Mike PriorEpisode 056: Partnering with a platform that prioritizes service over growth offers valuable opportunities for advisors and financial institutions. This strategic approach, combined with the power of technology and data analytics, streamlines operations and fosters deeper client connections. Priority Financial Group's approach to wealth management, rooted in flexibility, control, freedom, and technology, is a blueprint for success in the financial services industry.In this episode, Kyle talks with Mike Prior, CEO of Priority Financial Group. With more than 25 years of experience in the securities industry, Mike helps advisors and financial institutions reach their unique goals. He is a...
2024-08-1330 minNext MileA Tech-Driven Approach to Empowering Independent Advisors with Shannon SpotswoodEpisode 055: In this episode, Kyle talks with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors through technology. Shannon discusses the importance of a tech-forward approach to delivering services and optimizing internal processes and what it takes to become the RIA of the future. She also shares the foundational pillars of RFG 2.0 and offers a glimpse into the future with RFG 3.0 and the strategic initiatives driving the platform's growth.In this episode:
[03:23] - Shannon's money moment
[07:39] - Shannon's first experience with wealth management
[09:16] - Why Shannon left her career in wealth management
[11:01] - How Shannon...
2024-08-0649 minNext MileHow Breakaway Advisors Achieve True Independence with Jason BarberEpisode 053: For many advisors, transitioning from wirehouse firms to independent practices is not just about autonomy—it's about building a business that aligns with their vision and values. However, true independence comes with its own set of challenges. To thrive, advisors need the right technology. When chosen strategically, technology becomes a key partner in building strong client relationships and delivering meaningful financial planning.In this episode of The Connected Advisor, Kyle talks with Jason Barber, CEO and Co-Founder of Uptick Partners. Jason helps advisors and investors achieve independence. He is also the CEO and Co-Founder of Holistic Pl...
2024-07-2337 minNext MileResilience, Mentorship, and the Power of Persistence with Lori Van DusenEpisode 052: Successful advisory firms recognize that having the right people is an investment in the organization's future. But it's more than simply filling seats. It's about cultivating a team that is passionate about the industry, thrives in a collaborative environment, and is genuinely enthusiastic about contributing to its success. In this episode, Kyle talks with Lori Van Dusen, Founder and CEO of LVW Advisors. An advocate of client-focused strategies, Lori provides comprehensive, integrated solutions to a fragmented financial services industry. She is the author of the Wall Street Journal bestselling book Running with Grace: A Wall Street I...
2024-07-1637 minNext MileA People-Centric Approach to Wealth Management with Lisa CraffordEpisode 51: In this episode, Kyle talks with Lisa Crafford, Managing Director & Head of Advisory at Constellation Wealth Capital. Throughout her career, Lisa has worked for small family-owned businesses, large retail franchises, non-profits, and Fortune 500 companies across Australia and the U.S. At Constellation Wealth Capital, Lisa leads the advisory team and works alongside partner firms to help them grow and strengthen their business. Lisa talks with Kyle about the importance of people in the wealth management industry. She highlights the value of internships and the need for firms to invest in their employees. Lisa also discusses the i...
2024-07-0943 minNext MileHow Compliance Fuels Sustainable Growth with April TurchEpisode 050: In this episode of The Connected Advisor, Kyle talks with April Turch, Chief Compliance Officer at Wolf Group Capital Advisors. April has more than 20 years of experience specializing in financial planning and wealth management operations. She manages and oversees firm-level projects that impact the firm's success, team performance, and overall client experience. April is also responsible for helping the firm scale its operations through technology, processes, systems, and people. April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a w...
2024-07-0229 minNext MileThe Rise of Independent Advisors with Rob MooneyEpisode 049: In this episode of The Connected Advisor, Kyle talks with Rob Mooney, Managing Partner and CEO of Snowden Lane Partners. Rob spent more than 22 years at Merrill Lynch in New York, Singapore, Hong Kong, and London. He was the General Counsel and Chief Business Risk Officer of Global Wealth Management and a member of the GWM Executive and Operating Committees. Rob talks with Kyle about why Snowden Lane Partners has consistently been on the top RIA lists, the increasing trend of advisors leaving wirehouses to join independent firms, and the evolving landscape of the financial industry. R...
2024-06-2523 minNext MilePowering Growth with TechnologyEpisode 48: In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the best clips discussing the role of technology in the growth of RIAs. Featuring James Bogart, Sammy Azzouz, Melissa Bouchillon, and Justin Steitz, this episode dives into how technology aids in organic growth, client onboarding, building a tech stack around client needs, and managing with limited resources. Learn how these industry leaders leverage technology to provide value and stay competitive in the wealth management space. In this episode:
[01:47] - James Bogart on the impact of digitization on lead flow and client r...
2024-06-1821 minNext MileBuilding a Collaborative Workforce in Financial Services with Gerald GoldbergEpisode 047: One key element differentiating high-performing advisory firms is their ability to attract, develop, and retain the best people. This translates into a workforce that is genuinely passionate about their work, leading to increased productivity and overall company success. While technology and investment strategies are critical for modern-day advisors, building a community within the organization is a strategic investment in the future.In this episode of The Connected Advisor, Kyle talks with Gerald Goldberg, CEO and Co-Founder at GYL Financial Synergies. In his role, Gerald provides the vision required to move the firm forward and the leadership...
2024-06-1152 minNext MileStrategies for Sustainable Growth in Wealth Management with Sammy AzzouzEpisode 046: In this episode of The Connected Advisor, Kyle talks with Sammy Azzouz, President and CEO of Heritage Financial Services. In his role, Sammy leads a dynamic organization that provides meticulous wealth management services to clients. He keeps the firm at the cutting edge of the wealth management industry by charting a long-term strategic course and driving the execution of the firm’s strategic initiatives. Sammy is also the author of Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital, and the host of Heritage Financial's podcast, Wealthy Behavior.Sammy talks with Kyle about his journey from la...
2024-06-0435 minNext MileA Nine-Step System for Managing Money and Building Wealth with Brian PrestonEpisode 045: In this episode of The Connected Advisor, Kyle is joined by Brian Preston, Managing Partner at Abound Wealth Management and the Founder and Host of The Money Guy Show. Brian is a third-generation educator, and this desire to create educated clients led to the award-winning YouTube channel and podcast, The Money Guy Show. The Money Guy Show has been broadcasting for more than 15 years, and Brian has appeared on the Fox Business Channel and US News.Brian talks with Kyle about his book, Millionaire Mission, and discusses the financial order of operations, a nine-step system for...
2024-05-2842 minNext MileHow Collaboration and Alignment Drive Organic Growth with Scott ColangeloEpisode 44: In this episode of The Connected Advisor, Kyle talks with Scott Colangelo, Chairman and Managing Partner at Prime Capital Investment Advisors (PCIA) and Managing Director of Qualified Plan Advisors (QPA). Scott has earned several industry awards and recognition for his vision, leadership, and innovation. He leverages his industry knowledge and expertise to create customized solutions that help clients achieve their financial goals and objectives. Scott is also passionate about empowering clients with education, guidance, and tools that enhance their financial well-being and security.Scott talks with Kyle about the collaborative nature of local wealth management firms...
2024-05-2138 minNext MileHow Credit Unions Democratize Financial Wellness with Justin SteitzEpisode 043: In this episode, Kyle talks with Justin Steitz, President at Copper Financial. In his role, he leads sales, investment operations, compliance, and audits for the CommunityAmerica advisor channel and the broker-dealer business unit. Justin is dedicated to the credit union mantra of "people helping people" and focuses on giving back to the community. With a strong background in compliance, he is well-versed in the highly regulated wealth management industry. Before joining the Copper Financial team, Justin served as Chief Compliance Officer for Ausdal Financial Partners, Inc., where he led the effort to build an in-house broker-dealer....
2024-05-1436 minNext MileBuilding a Wealth Management Powerhouse with Jason GordoEpisode 042: In this episode of The Connected Advisor, Kyle talks with Jason Gordo, Co-founder and President of Modern Wealth Management. Jason is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. He is known for his expertise in integrating tax planning into the financial planning process, helping clients optimize their financial strategies, and minimizing tax liabilities. Before joining Modern Wealth's founding team, Jason was a Managing Director at Goldman Sachs Personal Financial Management.Jason and Kyle discuss Modern Wealth's unique approach to managing wealth, mergers and acquisitions, and client...
2024-05-0735 minNext MileA Philanthropic Approach to Growing Wealth Advisory Firms with Melissa BouchillonEpisode 041: In this episode of The Connected Advisor, Kyle talks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors. With a background in psychology and education, Melissa brings a different perspective to the financial advisory industry. In addition to her passion for helping her clients, Melissa is on the board of organizations near and dear to her heart, including the Landings Military Relief Fund, Marshes of Skidaway Island, and the Savannah Music Festival. Melissa talks with Kyle about her unique approach to marketing in financial advisory. She shares how her background in psychology and education has h...
2024-04-3029 minNext MileBecoming a Renegade Entrepreneur with Benj MillerEpisode 040: The traditional path to building a business is often painted as a clear roadmap, following established blueprints and pre-defined steps. But, some founders follow a different playbook — one that focuses on the human element of business, fostering an environment that becomes a breeding ground for personal and professional growth.In this episode, Kyle talks with Benj Miller, Co-Founder & CEO of System & Soul. Benj is a proven entrepreneur who values character, culture, and innovation. In 2021, he co-founded System & Soul, a business operating framework that teaches leadership teams how to find unity, get healthy, and be more effective. Be...
2024-04-2334 minNext MileHow RIAs Are Redefining Financial Advice with Aaron WhiteEpisode 039: The wealth management industry is moving beyond asset allocation and investment management. Clients require a broader suite of services, encompassing areas like tax planning, estate planning, and retirement accounts. Adero Partners recognizes these trends and is expanding its service scope to cater to its clients' evolving needs, signifying the firm's focus on providing a more comprehensive wealth management experience, and acting as the central advisor or family CFO for their clients.In this episode of The Connected Advisor, Kyle Van Pelt talks with Aaron White, Chief Growth Officer at Adero Partners. Aaron brings years of experience...
2024-04-1629 minNext MileHow to Bring Rainmakers Back to Financial Services with John BarrowsEpisode 038: In this episode of The Connected Advisor, Kyle Van Pelt is joined by John Barrows, Founder and CEO of JB Sales. John has a wealth of experience in all aspects of business and sales, from making 400 dials a week to leading a self-funded team from startup through acquisition, starting his own business, and now working with some of the world's fastest-growing and most dynamic companies. He believes that, when done right, sales is one of the greatest professions in the world, but when done wrong, it's one of the worst. John talks with Kyle about bringing r...
2024-04-0951 minNext MileThe Evolution of Personalized Wealth Management with Mark DeLottoEpisode 037: The pace of technological change is rapid, to say the least. But change often brings with it exciting opportunities. Technology innovation presents nearly endless possibilities and potential to improve how firms and advisors operate and serve their clients. In this episode of The Connected Advisor, Kyle Van Pelt talks with Mark Delato, Managing Partner and COO at Simon Quick Advisors. Mark plays a significant role in providing comprehensive financial advice to high-net-worth individuals and families, and he brings years of experience to the discussion of rapidly changing technology. In this wide-ranging conversation, Kyle and Ma...
2024-04-0235 minNext MileHelping Athletes Create Multi-Generational Wealth with Brandon AverillEpisode 036: Athletes are often stereotyped as prone to making poor financial decisions. While this perception is unfair, the real problem lies in a lack of financial education. This gap can leave them susceptible to mismanagement and potentially risky financial ventures. Fortunately, with the right tools and support, professional and college athletes can overcome these obstacles and build a legacy of wealth far beyond the playing field.In this episode of The Connected Advisor, Kyle is joined by Brandon Averill, Partner at AWM Capital and former professional baseball player. They discuss the unique challenges and opportunities in serving...
2024-03-2630 minNext MileDeveloping the Next Generation of Highly Successful Advisors with Alex GossEpisode 035: The conventional route to becoming a financial advisor is no longer the only path to success. The industry is evolving, demanding a more holistic and strategic approach to developing elite, successful, and growing advisors. The future now lies in joining established practices, where guidance from experienced advisors, exposure to their expertise, and participation in a well-defined succession plan can make all the difference.In this episode of The Connected Advisor, Kyle talks with Alex Goss, Managing Partner at NewEdge Capital Group and CEO & Co-Founder at NewEdge Advisors. Before serving at NewEdge Advisors, Alex built his father's...
2024-03-1931 minNext MileTurning Clients into Raving Fans with Anand ShethEpisode 034: Providing excellent client service is more than just answering phone calls and replying to emails promptly. It means cultivating a loyal client base of raving fans. Achieving this requires building deep connections with clients and knowing them personally. Given the demands of advisor schedules and the complex nature of the industry, how can advisors deliver this level of personalized service?In this episode of The Connected Advisor, Kyle talks with Anand Sheth, CEO and Co-Founder of Pulse360. As a long-standing practice manager in the advisory industry, Anand recognized the inability to create professional, customized, and timely...
2024-03-1233 minNext MileForging Strategic Partnerships In Financial Services with Rachel CameronEpisode 033: The financial world thrives on relationships, not just with individual clients but with strategic partners who can supercharge offerings and take the business to new levels. However, forging successful partnerships takes more than a handshake. It requires alignment from sales teams, product experts, and executives united by a shared vision of mutual benefit.In this episode of The Connected Advisor, Kyle is joined by Rachel Cameron, Director of Strategic Partnerships at DPL Financial Partners. Having spent most of her career in wealth management, Rachel has created integrated technology solutions and solved problems for independent wealth advisors...
2024-03-0536 minNext MileModernizing Your Firm's Reporting to Simplify Your Client Experience with Scott KlaassenEpisode 028: In this episode of The Connected Advisor, Jud Mackrill is joined by Scott Klaassen, Managing Director at Milemarker to discuss the critical role of reporting in advisory services. Together, they explore the challenges of ensuring accurate, transparent reporting and the complexities involved with alternative investments and multiple custodians. They also cover the importance of data management alignment within firms, the non-profitability of many client relationships, the potential of AI tools to enhance data insights, and an overview of Milemarker's managed back-office solution aimed at optimizing technology for advisors and clients.Jud and Scott discuss:[01:42...
2024-01-2333 minNext MileNavigating Alternative Investments as a Strategy for Growth with Victoria BillsEpisode 025: In this episode of The Connected Advisor, Jud Mackrill is joined by Victoria Bills, Chief Investment Strategist at Banrion Capital Management, and Steve Zushin, Chief Revenue Officer at Mammoth Technology. Together, they dive into the world of alternative investments for business growth and retirement strategies. They also discuss the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges. They touch on the importance of building a positive client experience and tailoring investment strategies for retired clients. Join us as we discuss:[01:22] - Intro to Victoria Bi...
2023-12-1947 minNext MileThe Power of Authenticity in Building High-Growth Wealth Management Firms with Tony StichEpisode 024: When it comes to wealth management, building a high-growth firm requires more than just providing financial advice. It requires a deep understanding of who you are as a brand and the ability to authentically connect with your clients. In this episode of The Connected Advisor, Kyle talks with Tony Stich. Tony has spent most of his career in the wealthtech industry – currently serving as the chief revenue officer for Entrustody. He is a thought leader in the fintech space, providing invaluable statistics and perspective.Tony talks to Kyle about building a high-growth wealth management fir...
2023-12-1231 minNext MileOnboarding New Clients Made Easy with Lacey ShrumEpisode 022: The financial advisory industry has always been known for its meticulous attention to detail and dedication to providing a seamless client experience. However, the traditional approaches to managing fees and contracts have presented challenges, requiring a revolution in processes to elevate the onboarding experience for clients.In this episode of The Connected Advisor, Kyle is joined by Lacey Shrum, Founder of Smart Kx. They discuss the challenges of fee schedules and billing in the wealth management industry. With a background in law, Lacey saw the need for better automation and efficiency in the fee and contract...
2023-11-2834 minNext MileFinding Success in Organic Growth for Your Firm in 2024 with John WernzEpisode 020: In this episode of Connected, we’re sharing a conversation between Milemarker Co-Founder Jud Mackrill and Great Hill Partners Executive in Residence John Wernz, about finding success through organic growth for your firm.John, an expert in digital marketing and strategic growth, has joined us to provide some game-changing insights. We explore how to convert leads into clients, the role technology can play in streamlining your business, and how vital a documented, goal-driven plan can be for your firm's organic growth. Also, we're touching on trends in the industry, like the surprising effectiveness of podcasting as a...
2023-11-1451 minNext MileOwning Your Advisory Practice Without CEO Responsibilities with Penny PhillipsEpisode 017: The journey to success starts with letting advisors be great advisors. Outsourcing offers a solution for advisors who want to maximize their efficiency and scale their businesses without the burden of running day-to-day operations. By leveraging the support and resources available to them, advisors can build successful businesses, maximize valuation, and ultimately provide the best possible service to their clients.In this episode of Connected, Kyle talks with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. They discuss the need to stop encouraging advisors to be CEOs and instead allow them to focus on being...
2023-10-2436 minNext MileHow to Lead a Rapidly Growing Organization with Aaron JasperEpisode 011: As an organization surges forward, it navigates a path filled with complexities, intricacies, and diverse dynamics. Regulatory developments, technological advancements, and shifting investor expectations all play a role in transforming wealth management and financial services.In this episode of Connected, Kyle Van Pelt is joined by Aaron Jasper, CEO of Mutual Group. They discuss how Mutual Group, a combination of an RIA and an independent broker-dealer, achieved its current success. Aaron attributes their impressive growth to their passionate team and mission of powering the success of financial advisors. He emphasizes the importance of being a good...
2023-09-1241 minNext MileThe Human Advantage: Why Technology Alone Can't Replace Wealth Advisors with John NdegeThe wealth management industry recognizes that its purpose extends beyond pursuing financial returns. It stands on the foundations of trust and human connections to help individuals live the lives they envision, achieving their dreams and aspirations. However, as technology advances rapidly, one may wonder if automation and artificial intelligence can replace what human advisors bring to the table.In this episode of Connected, we talk with John Ndege, a former Facebook employee and founder of Pocket Risk, and currently the Founder of Rapid Reply. John shares his journey from working at Facebook to building risk-tolerance software for...
2023-07-1823 minNext MileHarnessing the Power of Technology and Automation with Rich WalkerIn this episode of Connected, we talk with Rich Walker, Founder and CEO of Quik!. Rich shares his inspiring career journey and the ups and downs that eventually led him to build Quik!. He talks about what real connection with clients is all about, and his mission to motivate and empower people to be the best versions of themselves. We also dive into technology, the challenges of standardized data collection, and the importance of automation for financial advisors. In a fragmented industry where a mere 20% of transactions are automated, Rich provides a fresh perspective on how automation can h...
2023-07-1139 minNext MileHow to Build Trust With Clients, and the Challenges of Growing a Financial Services Firm with Adam HoltEver wonder how a seventh-grade love for architecture could inform a successful career in finance?In today's episode of Connected, we talk with Adam Holt, CEO of Asset-Map, about his passion for architecture and how it has influenced his approach to financial planning, as well as insights on connecting with people around shared values and common interests. We talk about the growth of Asset-Map, the highs and lows of building a financial services firm, as well as the world of analytics and the critical role of data aggregation for advisors. Adam also talks about REBL D...
2023-07-0443 minNext MileIntroducing: Connected!Connected is a new podcast from Milemarker about the people and technologies shaping and building the wealth management industry. More people than ever are searching for great financial advice and more firms than ever are trying to figure out how to scale their operations to serve those searching for their advice. We believe that better-connected technology provides the space for better-connected people, leading to better advice.Join us each week as Milemarker Co-Founder and CEO Kyle Van Pelt talks with leaders and experts who are building some of the fastest-growing firms in the industry! Our fi...
2023-06-0201 min