Next Mile

Next Mile

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

Recent Episodes

Oct. 28, 2025

How Powerful Data Can Supercharge Organic Growth with Matt Reed

Episode 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...
Oct. 21, 2025

How SEIA Empowers Advisors to Succeed with Matt Matrisian

Episode 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 simpli...
Oct. 14, 2025

Turning Complexity into Opportunities: Inside Holistiplan's Tax Planning Program with Torie Happe

Episode 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 pr...
Oct. 7, 2025

The Holy Grail of RIAs: Why Organic Growth Matters Most with John Bunch

Episode 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 operat...
Sept. 30, 2025

The Playbook Behind the Fastest-Growing RIA in History with Jason Wenk

Episode 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 develope...
Sept. 23, 2025

Inside the Growth Engines of America's Top RIAs with Ian Wenik

Episode 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 o...

About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker