Next Mile

Milemarker
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Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.

  1. 1d ago

    Why Expertise Alone Isn't Enough for Ultra-High-Net-Worth Families with Kristina Baron

    Episode 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 school intern in a financial advisor's office and later worked at Goldman Sachs before joining Oxford. Today she helps lead a team that serves roughly 700 families across the country. Kyle and Kristina explore what it takes to coordinate advice for families whose needs span investments, estate planning, taxes, trusts, outside advisors, and multiple generations. Kristina shares why understanding a family’s values should precede any solution, how Oxford structures teams and communication to make complexity manageable, and why continuity depends on giving younger generations a voice. They also discuss data integrity, connected technology, practical AI applications, and Kristina’s concerns about how consolidation and pressure for new revenue streams could reshape the RIA landscape. In this episode: (00:00) - Intro (01:31) - Kristina's money moment (04:56) - Why understanding has to come before expertise (07:10) - Coordinating estate planning across jurisdictions (10:05) - Standing out when every firm says it serves families like yours (15:38) - Working alongside a family's other advisors (18:12) - Making a complex service model feel simple (19:46) - Planning for every generation of the family (23:23) - Why communication breaks down between generations (27:14) - Building the data foundation before layering on technology (30:08) - Where AI fits in serving ultra-high-net-worth families (33:33) - Kristina's outlook on the future of the wealth management industry (36:43) - Kristina's Milemarker Minute Key Takeaways Understand the family before designing the solution. Technical expertise only goes so far when several generations, advisors, and priorities are involved. Open-ended questions about values, concerns, and goals help determine what the family actually needs before specialists begin solving for it. Coordination matters as much as specialization. Complex families may work with attorneys, CPAs, insurance professionals, and multiple wealth managers at once. Shared communication, clearly assigned follow-up items, and a coordinated team help keep good individual advice from becoming a fragmented overall plan. Bring the next generation into the conversation before a transition happens. Continuity becomes harder when a family structure reflects only the founder generation’s priorities. Families can preserve important values while still giving later generations enough context and voice to understand, engage with, and eventually help shape the plan. Build the data foundation before expecting more from AI. Clean information and connected systems reduce manual work and give AI more useful problems to solve. The opportunity is to accelerate analysis and information retrieval while preserving human judgment and the personal interaction that complex families still value. Quotes "Facts help drive decision-making, but I think feelings and values drive even more important decision-making." ~ Kristina Baron "We can't fool ourselves that we're the best at everything, so we need to work together as a team to accomplish it, and really understand what it is that you're trying to solve for." ~ Kristina Baron "There's a way to still hold true to the values of generation one, while also allowing conversations and evolution into what's really important for generation two and beyond." ~ Kristina Baron Links  Kristina Baron on LinkedIn Oxford Financial Group Jeffrey H. Thomasson — Founder and CEO of Oxford Financial Group Morningstar Direct Goldman Sachs Kubota Marie Benedict What Got You Here Won't Get You There by Marshall Goldsmith and Mark Reiter Good to Great by Jim Collins Unreasonable Hospitality by Will Guidara Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

    Why Expertise Alone Isn't Enough for Ultra-High-Net-Worth Families with Kristina Baron

  2. Sep 22

    Why Referrals Are Only the Beginning with Megan Carpenter

    Episode 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 own marketing consultancy at 29 before co-founding Ficomm with Jason Lahita. She has since refocused the firm exclusively on RIAs, working as an embedded growth partner that pairs marketing strategy with advisor coaching. Kyle and Megan explore what Ficomm's research reveals about the path from referral to hired advisor. Megan shares why the wealthiest investors turned out to be the least referral-reliant segment surveyed, and how younger investors now use four or more touchpoints before reaching out. They discuss the "referral-only" website approach, why the prospect experience begins long before the first meeting, and how advisors can create content that fits them and still reach clients where they are. Megan also examines AI discovery and why she sees marketing becoming a leadership responsibility. In this episode: (00:00) - Intro (02:08) - Megan’s money moment (04:26) - How Ficomm evolved from PR firm to embedded growth partner (08:15) - Finding your niche as your business evolves (13:45) - What research reveals about how investors find advisors (19:10) - Building trust after the referral (21:29) - Does the "referral-only" website still work? (25:22) - The overlooked opportunity in serving the mass affluent (26:46) - Starting the client experience before the first meeting (30:32) - Creating content that fits you and your ideal clients (34:58) - How AI tools are changing advisor discovery (39:01) - Megan’s outlook on the future of the wealth management industry (41:32) - Megan’s Milemarker Minute Key Takeaways Referrals get you on the list, not the client. Megan’s research suggests prospects often investigate an advisor before ever making contact. Your website and content need to reinforce the recommendation and demonstrate whom you understand and serve. Define your ideal client, but leave room to evolve. Early-stage businesses often need to work with the clients they can attract. The goal is to build around shared values, strong relationships, and the people you can genuinely serve well, then narrow your focus as the business matures. The prospect experience is part of the client experience. Nearly three-quarters of investors surveyed chose an advisor who demonstrated an understanding of their specific needs. Show that understanding in your messaging and first touchpoints, not just after the engagement letter is signed. Build a growth engine that fits who you are. Match your clients’ preferred channels with your team’s strengths. Megan uses conversations and speaking engagements as source material that her team repurposes, without requiring her to become an active personal social media publisher. Quotes "Referrals really get you onto the list, but don't necessarily get you the client. What's changed is not necessarily the value of the referral, but what happens immediately following the referral." ~ Megan Carpenter "Contrary to what the industry thinks, the wealthiest investors are actually the least referral-reliant segment that we surveyed." ~ Megan Carpenter "All AI is really doing is collapsing the gap between being findable and being worth finding." ~ Megan Carpenter “The firms that win will have marketing at the leadership table, not in a support role.” ~ Megan Carpenter Links  Megan Carpenter on LinkedIn Ficomm Partners The New Growth Equation Jason Lahita Goldman Sachs BlackRock Absolute Engagement Julie Littlechild Michael Kitces James Conole Beautiful Chaos by Jessica Urlichs Harry Potter Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

    Why Referrals Are Only the Beginning with Megan Carpenter

  3. Sep 15

    Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez

    Episode 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 continues to serve clients as an advisor. As the firm’s integrator, he pairs that client perspective with a focus on operational excellence, helping translate its founder’s vision into execution. Kyle and Brian explore how investing ahead of demand prepares an advisory firm for its next stage of growth. Brian explains how Krilogy uses EOS to create accountability, develops future partners through internal training, and reinforces culture as its team expands. They also discuss the ongoing responsibilities of building software, the importance of mastering tools before adding more, and the staffing demands behind family office services. Throughout the conversation, Brian considers how firms can expand their capabilities while remaining attentive to the people they serve. In this episode: (00:00) - Intro (01:16) - Brian's money moment (03:15) - Investing ahead of growth  (04:59) - Building a culture of organic growth  (08:05) - What makes a great integrator  (13:18) - The meaning behind Krilogy's name and its core purpose (16:27) - Developing the next generation of advisors (19:28) - How Krilogy preserves its culture despite rapid growth (21:08) - Building a platform for entrepreneurial advisors (23:02) - Krilogy's current tech stack and how it's evolving  (24:25) - Build vs buy: How Krilogy evaluates technology investment decisions  (26:22) - What's next for Krilogy (28:03) - Why customized advice is harder than scaling a manufactured product  (29:07) - Brian's outlook about the future of the financial services industry (33:44) - Brian's Milemarker Minute Key Takeaways Invest ahead of the growth curve. Don't wait until your firm is overwhelmed to build the people, systems, and infrastructure you'll need. Sustainable momentum comes from building executive capacity, infrastructure, and talent pipelines before reaching the next phase of growth.  Create a system for turning ideas into action. Visionaries need room to generate ideas, while operators need a process for prioritizing them. Separating idea generation from problem-solving can keep both sides productive.   Build your talent pipeline instead of waiting for talent to appear. Developing people internally can create advisors who understand both the technical side of the business and its culture and values. Training next-generation leaders through structured, in-house development systems builds deep cultural alignment and ensures senior leaders naturally step up to mentor incoming cohorts.   Culture has to become institutionalized as you scale. Strong cultures can't depend on one founder or executive. Teach the values consistently and give employees the confidence to hold one another accountable.  Quotes "You need one central advisor to coordinate everything. You may have a number of great advisors, but somebody has to own it." ~ Brian Fernandez "If we're creating human experience, as good as AI gets, I still think we're going to have the opportunity to be really trusted advisors and do the work that really is the emotional stuff around families, retirements, or selling businesses." ~ Brian Fernandez "When I think about what a true family office means, it's about the complexity of the clients and the depth to which the advisors have to go. And it's also the frequency with which you're dealing with things." ~ Brian Fernandez Links  Brian Fernandez on LinkedIn Krilogy Kent Skornia Envestnet | MoneyGuide  So Good They Can't Ignore You Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

    Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez

  4. Sep 8

    Building a Business Worth Buying with Scott Hanson

    Episode 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 ownership, and recapitalization before stepping aside as CEO. Drawing on experience as both a buyer and seller, he wrote The Private Equity Advantage to help business owners approach succession with greater clarity and intention. Kyle and Scott explore what separates a successful transaction from simply getting a deal done. Scott explains why growth and cultural fit matter, how deal terms shape outcomes, and why planning should begin well before a letter of intent. They also discuss choosing experienced legal counsel, communicating change to employees, and preparing emotionally for a different role. Scott reflects on his own transition out of leadership and shares why understanding your strengths—and defining success on your own terms—is essential to building a fulfilling next chapter. In this episode: (00:00) - Intro (02:52) - Debunking private equity myths  (05:53) - Why integration is harder than closing the deal  (07:13) - The current state of M&A in wealth management (10:33) - The mindset that makes an acquisition successful  (13:47) - Structuring a tax-efficient transaction   (15:56) - How to choose the right M&A attorney  (19:36) - Preparing for life after selling a business (24:21) - Identifying the strengths that give you energy (25:36) - Communicating a transaction to your team  (28:36) - What's next for large private equity-backed firms  (31:48) - Scott's Milemarker Minute Key Takeaways Build a growing business before you think about selling. The strongest acquisition candidates aren't simply profitable—they have organic growth, momentum, and a clear plan for continued expansion.  Integration is where value gets created. Doing a deal is the easy part. The harder work is combining organizations in ways that improve the experience for clients, advisors, and employees. Know what you're giving up and what you're gaining. Selling a firm means exchanging some control for liquidity, resources, and potentially greater growth opportunities. The clearer founders are about that tradeoff, the more likely they are to thrive afterward.  Define success on your own terms. The next chapter doesn't have to look like someone else's. Understanding your unique abilities, what energizes you, and what you want from life can help shape a more fulfilling path after stepping away from leadership.  Quotes "For firms to be acquired, they have to be growing. And if they're not growing, there has to be some plan in place to make sure that there's growth, because that growth is super important for the buyer." ~ Scott Hanson "Doing the deal is the easy part. Integrating the organizations, that's where the work is." ~ Scott Hanson "I think what makes a successful integration and transaction is when the seller has the right kind of mindset. Understanding what the exchange is, what you're gaining, and what you're giving up—those who are clear on that do extremely well." ~ Scott Hanson Links  Scott Hanson on LinkedIn Allworth Financial The Private Equity Advantage Ian Wenik Focus Financial Partners Life Is in the Transitions Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

    Building a Business Worth Buying with Scott Hanson

  5. Sep 1

    The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr

    Episode 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 helps Midwestern millionaires nationwide grow and protect their wealth. A Certified Kingdom Advisor (CKA®), Joe also helps clients approach retirement with purpose and steward their wealth in alignment with their values. Joe talks with Kyle about the marketing and talent engine of fast-growing RIAs. He shares why Peak focuses on developing talent internally, how its intensive training programs prepare advisors for real client conversations, and why coaching is such an important part of the firm's culture. Joe also explains how a strong marketing engine has helped Peak expand its reach, define a specific niche, and build trust with prospective clients through YouTube, books, and other content. In this episode: (00:00) - Intro (00:54) - Joe's money moment (02:09) - Building technical depth and soft skills in young financial advisors (04:28) - Why Peak focuses on developing talent internally  (06:10) - Inside Peak's training programs: Peak University and Peak Bootcamp  (09:40) - How Peak structures its training programs (14:44) - Why Peak sees itself as a media and marketing company first (17:10) - How Joe turns marketing knowledge into action  (19:00) - What YouTube has done for Peak Retirement Planning (20:38) - What motivated Joe to build a YouTube presence  (23:12) - How Joe builds Peak's long-term enterprise value (25:54) - Balancing marketing-driven growth with service capacity (28:34) - Peak's 'no creativity' policy and 'no shiny objects' marketing strategy (29:51) - The marketing checklist behind every piece of Peak content  (30:58) - How Peak's core messaging came together  (34:13) - Why Joe writes books instead of chasing other content formats  (36:11) - How Peak leverages technology for growth (38:45) - What Peak's purpose-driven conversation is all about (40:11) - Joe's Milemarker Minute Key Takeaways Build the talent you need instead of waiting for it to appear. If experienced hires aren't the right fit, create an environment that develops people from the ground up. A strong training program can become a long-term competitive advantage. Turn your best people into coaches. Developing talent becomes more scalable when experienced team members teach and mentor others.  Hold high standards for quality and brand detail. Every outward-facing material—from digital media to printed mailers—reflects the quality of a firm's work. Holding internal operations to high standards builds immediate credibility with potential clients. Build branding around real client pain points and identities. Developing authentic marketing messaging requires paying close attention to client conversations.  Treat content as a long-term asset. Books, videos, articles, and podcasts can keep building credibility and generating opportunities long after they're published.  Quotes "I think so many people are afraid to put time, effort, and money into marketing, and that's the biggest shortfall." ~ Joe Schmitz Jr. "There are so many shiny objects out there that people can go to. Don't go out there and try to do everything. Focus on one or two things to start that add value, that add a great return on investment, that you enjoy doing, and then see the success from there." ~ Joe Schmitz Jr. "If anything ever goes out from our firm, it better be done with excellence because that's all people know about the work we do." — Joe Schmitz Jr. Links  Joe Schmitz Jr. on LinkedIn Peak Retirement Planning I Hate Taxes Midwestern Millionaire The 2% Club Hazel AI Chop Wood Carry Water The Energy Bus  How to Win Friends and Influence People Make Your Bed Splitting Heirs The New Retirementality Kingdom Advisors Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

    The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr

  6. Aug 25

    How to Turn Client Conversations into Better Financial Advice with Melissa Caro

    Episode 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 what communication behaviors build stronger client relationships. Today, she helps advisory firms close the client language gap through digital learning, live coaching, conversation analysis, and AI-powered insights that turn real client meetings into learning opportunities. Melissa talks with Kyle about why the best financial advice starts with the right conversation. They explore why wealth management is a people business first, how to make discovery meetings feel less like data collection and more like meaningful conversations, and how advisors can use AI and technology to create more room for human connection.  In this episode: (00:00) - Intro (02:08) - Melissa's money moment (04:15) - What Melissa learned on the trading floor (05:50) - Melissa’s transition from equity trading to advisor coaching  (08:06) - What separates elite advisors from the rest  (10:14) - How to make discovery conversations more engaging  (14:36) - Why soft skills are as important as technical skills  (17:45) - Practical ways for new advisors to build communication skills  (19:41) - The difference between coaching next-gen and seasoned advisors (22:59) - How AI is changing the dynamics of human connection  (25:19) - How overbuilt, poorly integrated tech stacks hurt advisor behavior (28:24) - Melissa's outlook about the future of wealth management (30:51) - Melissa's Milemarker Minute Key Takeaways Put the relationship before the financial plan. The strongest advisors know that trust and engagement come first, and then use their technical knowledge to support the relationship. Turn data gathering into a conversation. Instead of treating discovery as an intake form, use open-ended questions and genuine curiosity to uncover what actually matters to clients.  Don't rush past the important moments. A simple answer—like a client's expected retirement date—can open the door to deeper conversations about identity, fears, goals, and expectations. Those insights can make the financial plan feel collaborative rather than prescriptive.  Use technology to become more present, not less. AI can remove administrative work such as note-taking, but advisors need to retrain themselves to use that extra capacity for deeper client engagement.  Quotes "The real elite advisors know that you need to engage with people, build trust, and build those relationships first." ~ Melissa Caro "What makes a great associate isn't necessarily the same as the characteristics you translate into what makes a great lead advisor." ~ Melissa Caro "You can turn anything that is considered a hard data point into a soft data point if you just ask open-ended questions. That's where the moment is—that's where your gold is." — Melissa Carro Links  Melissa Caro on LinkedIn My Retirement Network Julie Littlechild on LinkedIn Pink Floyd - The Dark Side Of The Moon The StorySelling Method On the Shortness of Life Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

    How to Turn Client Conversations into Better Financial Advice with Melissa Caro

  7. Aug 18

    Navigating the Next Era of Advisor Technology with Michael Batnick

    Episode 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. Today, he focuses on helping clients navigate the challenges of long-term investing and achieve their financial goals.  Michael talks with Kyle about how AI is disrupting the wealth management industry. He discusses the realities of rising technology spend, the limits of AI-driven efficiency in human relationships, and how firms can use AI to improve advisor training. Michael also shares the concept behind Exhibit A—Ritholtz's custom-branded visual storytelling and charting software platform—and the importance of building intuitive technology that genuinely makes people's lives easier.  In this episode: (00:00) - Intro (02:26) - Navigating AI hype vs. operational realities  (04:24) - Michael's thoughts on technology spending (07:01) - Why AI won't systematically double an advisor's client capacity (11:21) - How AI could transform training for young advisors  (15:57) - Private equity and the changing advisor landscape  (19:24) - The debate between cash flow and enterprise value  (23:09) - The concept behind Exhibit A (25:52) - Are RIAs becoming wirehouses in disguise?  (28:32) - Why large RIAs struggle to reach the public markets  (31:19) - Michael's outlook for the wealth management industry  (32:38) - The future of multi-custodial RIAs  (35:23) - Michael's Milemarker Minute Key Takeaways Don't confuse efficiency with capacity. AI can automate preparation, documentation, and follow-up, but human capacity for real, meaningful conversations has a ceiling regardless of how much prep work gets automated. Rethink how you train the next generation of advisors. Build a training engine, not just a productivity tool. If AI tools can simulate practice scenarios and give real-time coaching feedback, use them to compress the learning curve for junior talent instead of burning your best chances on people who might not be ready yet.  Question industry narratives before adopting them. Just because a structure worked for someone else doesn't mean it's automatically right for your business. Figure out what you actually need.  Make technology so intuitive that clients barely notice it. When software is genuinely easy to use, adoption grows, support needs drop, and businesses can scale more sustainably.  Quotes "There's never been more excitement and also more confusion about the future of where we're going." ~ Michael Batnick  "I think a lot of people are really excited about the promise of AI and what it's going to do to change our industry, our jobs, our margins, and the way that we communicate with clients. But I don't think we know what that looks like, which is fine, totally fine and normal." ~ Michael Batnick "Dealing with clients is exhausting, mentally and emotionally. It takes a lot out of you." ~ Michael Batnick Links  Michael Batnick on LinkedIn Ritholtz Wealth Management Future Proof Matt Cerminaro Exhibit A For Advice Ian Wenik Creative Planning Altruist Jason Wenk Powerhouse by James Miller Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

    Navigating the Next Era of Advisor Technology with Michael Batnick

  8. Aug 11

    The Power of Radical Hospitality in Financial Advice with Libby Buckley

    Episode 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 experience and team culture, bridges connections between clients, partner businesses, and non-profits, and creates experiences that help people rethink their wealth's potential to create change.  Libby talks with Kyle about how radical hospitality translates into the wealth management space. She discusses how firms can preserve high-touch, authentic human relationships as AI adoption accelerates, how to design thoughtful and memorable client experiences, and how organizations can scale without losing sight of their core purpose.  In this episode: (00:00) - Intro (00:57) - Libby's money moment (05:32) - Libby's definition of radical hospitality in wealth management (08:05) - Client events that create meaningful connections  (09:56) - Why AI makes authenticity even more valuable (11:52) - Practical advice for building soft skills and radical hospitality habits  (16:12) - How culture drives Parable's organic growth  (18:31) - Scaling without losing authenticity  (21:08) - Libby's outlook on the future of the financial services industry (24:08) - Libby's Milemarker Minute Key Takeaways Use efficiency to create better relationships. AI can save time, but its greatest value is giving leaders more opportunities to invest in conversations, trust, and meaningful client experiences. People remember how you made them feel. Exceptional service solves problems, but genuine hospitality creates lasting relationships by helping people feel seen, understood, and valued. Culture is something you protect. As organizations scale, intentional hiring, regular team development, and shared purpose become essential for maintaining the culture that fuels long-term success. Personalization goes beyond using someone's name. Understanding people's preferences, interests, and communication styles creates experiences that feel thoughtful instead of transactional. Quotes "We think of money as the invitation, not the destination. So, wealth is not something to accumulate, but something to activate." ~ Libby Buckley "If you don't know who you are, who you want to serve, and how you're going to do that uniquely, quit. Authenticity is going to matter so much more moving forward." ~ Libby Buckley "How do you show up, and how do you want to show up for clients and your team, I think is going to be one of the biggest contenders moving forward." ~ Libby Buckley Links  Libby Buckley on LinkedIn Parable Wealth Partners Unreasonable Hospitality Paterson Center The Ideal Team Player The Art of Gathering Chief Joy Officer Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

    The Power of Radical Hospitality in Financial Advice with Libby Buckley
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About

Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.

Information

  • Creator
    Milemarker
  • Years Active
    2023 - 2026
  • Episodes
    165
  • Rating
    Explicit
  • Copyright
    Copyright © Milemarker Inc.
  • Show Website
    Next Mile