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.

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April 1, 2025

Building Legacies That Last with Rick Simonetti

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...

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March 25, 2025

Growing Organically: The Art of Strategic Client Relationships with Andy Peters

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 ...

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March 18, 2025

Serving Small Markets, Making a Big Impact with Daniel Spurgeon

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...

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March 11, 2025

Breaking the Mold: Foster Victor's Unique Wealth Coaching Model with Kylie Felker

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...

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March 4, 2025

Building a Championship RIA with Nate Lenz

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Feb. 25, 2025

Building Tomorrow's Advisors with JC Abusaid

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...

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