Next Mile
de Milemarker
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The Difference Between a Family Office and an RIA with More Services…
The Difference Between a Family Office and an RIA with More Services…
Despre acest podcast
Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.
Episoade
Cele mai noi 20 din 169 episoade
- The Difference Between a Family Office and an RIA with More Services with Matt Celenza · 32 minEpisode 168: This week, Kyle Van Pelt talks with Matt Celenza, Managing Director and Partner at Americana Partners. Matt began his career at Morgan Stanley before joining Smith…
- What RIAs Should Build Before Chasing AI with Marcos Segrera · 45 minEpisode 167: This week, Kyle Van Pelt talks with Marcos Segrera, Principal, Wealth Manager, and Director of Growth & Development at Evensky & Katz/Foldes Wealth Management…
- Open Architecture with Intent: Building a Smarter Tech Ecosystem with Dessy Prasad · 24 minEpisode 166: This week, Kyle Van Pelt talks with Dessy Prasad, COO at Northwest Asset Management and RIA Innovations. Dessy began her career at Northwestern Mutual in Seattle as…
- Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri · 27 minEpisode 165: This week, Kyle Van Pelt talks with Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones. Grace began her career in software, where…
- Why Expertise Alone Isn't Enough for Ultra-High-Net-Worth Families with Kristina Baron · 40 minEpisode 164: This week, Kyle Van Pelt talks with Kristina Baron, Co-Managing Partner and Managing Director at Oxford Financial Group. Kristina started in the industry as a high…
- Why Referrals Are Only the Beginning with Megan Carpenter · 45 minEpisode 163: This week, Kyle Van Pelt talks with Megan Carpenter, CEO and Co-Founder at Ficomm Partners. Megan entered the industry through a college internship and started her…
- Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez · 35 minEpisode 162: This week, Kyle Van Pelt talks with Brian Fernandez, President at Krilogy. Brian brings more than 20 years of experience working with complex family office needs and…
- Building a Business Worth Buying with Scott Hanson · 35 minEpisode 161: This week, Kyle Van Pelt talks with Scott Hanson, Cofounder at Allworth Financial. Scott helped build the firm and led it through acquisitions, private equity…
- The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr · 45 minEpisode 160: This week, Kyle Van Pelt talks with Joe Schmitz Jr, Founder and CEO at Peak Retirement Planning. Joe built the firm around a tax-focused, 5 Pillar Approach that…
- How to Turn Client Conversations into Better Financial Advice with Melissa Caro · 34 minEpisode 159: This week, Kyle Van Pelt talks with Melissa Caro, Founder at My Retirement Network. For the past decade, Melissa has studied real advisor conversations to understand…
- Navigating the Next Era of Advisor Technology with Michael Batnick · 38 minEpisode 158: This week, Kyle Van Pelt talks with Michael Batnick, Managing Partner at Ritholtz Wealth Management. Michael began his career in sales at a life insurance company…
- The Power of Radical Hospitality in Financial Advice with Libby Buckley · 27 minEpisode 157: This week, Kyle Van Pelt talks with Libby Buckley, Director of Wealth Administration & Marketing at Parable Wealth Partners. Libby leads the firm's client…
- What the Fastest-Growing RIAs Are Doing Differently with Ian Wenik · 36 minEpisode 156: This week, Kyle Van Pelt talks with Ian Wenik, Editor at Citywire. Ian covers the independent wealth management industry with a focus on RIAs, mergers and…
- How Behavioral Data Creates Better Client Relationships with Julie Littlechild · 32 minEpisode 155: This week, Kyle Van Pelt talks with Julie Littlechild, Founder and CEO at Absolute Engagement. Julie is a recognized leader in client engagement, investor behavior…
- Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek · 39 minEpisode 154: This week, Kyle Van Pelt talks with Jason Borek, Chief Growth Officer at The Pinnacle Group. Jason has extensive experience in the financial services industry, with…
- How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein · 36 minEpisode 153: This week, Kyle Van Pelt talks with Brett Bernstein, CEO & Co-founder at XML Financial Group. Brett is an active financial advisor assisting clients with his…
- The Human Side of Scaling Great Advisory Firms · 21 minEpisode 152: In this special compilation episode, Kyle Van Pelt and Jessica Perez revisit four conversations centered on one of the biggest challenges facing advisory firms…
- How Independent Advisors Can Thrive in A World of Mega Firms with Eric Amar · 42 minEpisode 151: This week, Kyle Van Pelt talks with Eric Amar, Founder & CEO of Accelerated Wealth Partners, about the shifting dynamics between massive corporate firms and…
- From Big Firms to RIA Success: Lessons in Leadership, Operations, & Growth with Kathy Longo · 29 minEpisode 150: This week, Kyle Van Pelt talks with Kathy Longo, President & Founder at Flourish Wealth Management. Kathy has a remarkable talent for distilling complex financial…
- How Content Drives Growth, Trust, and Client Acquisition with Ben Carlson · 39 minEpisode 149: This week, Kyle Van Pelt talks with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Ben is the author of five books on…
