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. 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...
Sept. 16, 2025

Turning Tax Records into Wealth Management Strategies with Kevin Knull

Episode 110: This week, Kyle Van Pelt talks with Kevin Knull, CEO of TaxStatus. With more than 30 years in financial services and fintech, Kevin has led growth and innovation at companies like MoneyGuidePro, YCharts, Symetra ...
Sept. 9, 2025

How Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany Irving

Episode 109: This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. Tiffany specializes in working with high-net-worth individuals, families, and non-profit ...
Sept. 2, 2025

The Future of RIAs: Organic Growth, AI, and Advisor Culture with Michael Batnick

Episode 108: Michael Batnick is the Managing Partner at Ritholtz Wealth Management, where he helps shape one of the most influential RIAs in the country while also co-hosting popular podcasts like Animal Spirits. Known for hi...

About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker