The Connected Advisor

The Connected Advisor

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.

Recent Episodes

View all
How to Leverage Technology and Culture to Drive Business Growth with Jeremy Nelson
Jan. 14, 2025

How to Leverage Technology and Culture to Drive Business Growth with Jeremy Nelson

Episode 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. Jere…
Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs
Jan. 7, 2025

Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs

Episode 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…
Owning Your Data: The Future of Wealth Management
Dec. 31, 2024

Owning Your Data: The Future of Wealth Management

Episode 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. Fea…
Cultivating Talent: Insights from FinTech Innovators
Dec. 24, 2024

Cultivating Talent: Insights from FinTech Innovators

Episode 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 Cas…
Why Long-Term Strategy is the Key to Financial Success with Brad Ball
Dec. 17, 2024

Why Long-Term Strategy is the Key to Financial Success with Brad Ball

Episode 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…
How to Attract Ultra-High-Net-Worth Clients with Jonathan Foster
Dec. 10, 2024

How to Attract Ultra-High-Net-Worth Clients with Jonathan Foster

Episode 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 pow…
View all Episodes

About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker