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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Financial Therapy with Emily Millsap
Nov. 19, 2024

Financial Therapy with Emily Millsap

Episode 69: Our relationship with money is often influenced by personal experiences, cultural upbringing, and deeply rooted beliefs. These invisible drivers shape our financial habits, decision-making, and overall well-being…
Strategic Marketing Techniques for Financial Advisors with Samantha Russell
Nov. 12, 2024

Strategic Marketing Techniques for Financial Advisors with Samantha Russell

Episode 068: Marketing is about providing value, building relationships, and earning trust. Financial advisors who want to stand out focus less on selling and more on serving. One of the most effective ways to do this is by …
Overcoming Cultural Shifts and Communication Barriers with Paula Nangle
Nov. 5, 2024

Overcoming Cultural Shifts and Communication Barriers with Paula Nangle

Episode 067: Effective communication is the bridge that connects financial experts with clients who may feel overwhelmed by financial jargon. Translating financial concepts into clear, relatable language closes the gap betwe…
Transforming Wealth Management through Alternatives with Dick Pfister
Oct. 29, 2024

Transforming Wealth Management through Alternatives with Dick Pfister

Episode 066: Traditional wealth management often focuses on stocks and bonds, potentially leaving investors vulnerable during market downturns. AlphaCore believes there's a better way. By marrying alternative investments and…
Building Relationships: The Role of COI Networks in Organic Growth with Seth Merrill
Oct. 22, 2024

Building Relationships: The Role of COI Networks in Organic Growth with Seth Merrill

Episode 065: In this episode, Kyle Van Pelt talks with Seth Merrill, Partner at The Norden Group. They discuss the challenges and strategies involved in scaling a financial advisory firm, the importance of building strong CO…
Delivering Reliable Value in Financial Services with Mark Weiskind
Oct. 15, 2024

Delivering Reliable Value in Financial Services with Mark Weiskind

Episode 064: Traditionally, value propositions are centered on beating the market and outperforming benchmarks. However, these factors often fail to deliver consistent and reliable results for investors. To address this chal…
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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