The Connected Advisor is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker and Turncast.
Episode 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 Fi...
Episode 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 ...
Episode 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 trus...
Episode 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 intentiona...
Episode 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 Presi...