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

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Serving Families, Not Just Portfolios with Rob Hoxton
Feb. 18, 2025

Serving Families, Not Just Portfolios with Rob Hoxton

Episode 081: The total value of assets under management (AUM) is often used to measure growth in wealth management, but Hoxton Planning & Management takes a different approach. For them, true success is about impact, the num…
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How AI & Data Are Reshaping the Advisor-Client Relationship with Natalie Wolfsen
Feb. 11, 2025

How AI & Data Are Reshaping the Advisor-Client Relationship with Natalie Wolfsen

Episode 080: Natalie Wolfsen is the CEO of Orion Advisor Solutions, where she leads the company’s mission to revolutionize wealth management through cutting-edge technology and data-driven solutions. A champion of AI integra…
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Why Most Wealth Management Tech Falls Short—And How to Fix It with Adrian Johnstone
Feb. 4, 2025

Why Most Wealth Management Tech Falls Short—And How to Fix It with Adrian Johnstone

Episode 079: Adrian Johnstone is the CEO at Practifi, a purpose-built business management platform for RIAs and wealth management firms. With a background in financial services consulting across Australia, New Zealand, and N…
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Why Specialization Is the Future of Financial Advice with Art Ambarik
Jan. 28, 2025

Why Specialization Is the Future of Financial Advice with Art Ambarik

Episode 078: In this episode, Kyle Van Pelt talks with Art Ambarik, CEO of Perigon Wealth Management, about the transformative trends reshaping the financial advice industry. They discuss the importance of specialization in …
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The Soul of Wealth with Daniel Crosby
Jan. 21, 2025

The Soul of Wealth with Daniel Crosby

Episode 077: We live in a world where numbers rule—stacking up wealth, counting dollars, and chasing financial milestones. It's a common pitfall to equate money with happiness, as society frequently portrays financial succes…
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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…
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About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker