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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Turning Happy Clients into Referral Engines with Terry Parham Jr
May 13, 2025

Turning Happy Clients into Referral Engines with Terry Parham Jr

Episode 093: Terry Parham Jr is the Co-Founder, Wealth Advisor, CFO, and CCO at Innovative Wealth Building. Terry joined the financial services industry in 2011 and has held positions as a Financial Planner, Corporate Trainer...
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The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty
May 6, 2025

The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty

Episode 092: David Hefty is the CEO at Credent Wealth Management, a fast-growing, advisor-owned RIA that has scaled to nearly $3 billion in AUM through a unique blend of organic growth, strategic acquisitions, and succession-focused consulting. With more than 25 years in the financial services indu…
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The Hidden Cost of Fragmented Data with Kailash Duraiswami
April 29, 2025

The Hidden Cost of Fragmented Data with Kailash Duraiswami

Episode 091: Kailash Duraiswami is the Chief Technology Officer at Milemarker, where he leads the development of data infrastructure and AI-powered solutions for modern advisory firms. With a unique blend of financial experti...
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AI-Driven Private Wealth Intelligence with Russ D'Argento
April 22, 2025

AI-Driven Private Wealth Intelligence with Russ D'Argento

Episode 090: Russ D'Argento serves as Founder & CEO at FINTRX. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group—a 20-year-old consulting firm in th...
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How Envestnet Is Redefining Scale and Accessibility with Molly Weiss
April 15, 2025

How Envestnet Is Redefining Scale and Accessibility with Molly Weiss

Episode 089: Molly Weiss, Group President of Wealth Platforms at Envestnet, is a 20-year financial services veteran who drives Envestnet’s end-to-end technology and solutions ranging from portfolio management, financial plann...
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Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski
April 8, 2025

Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski

Episode 088: This week, Kyle Van Pelt talks with Kristen Oziemkowski, COO at The Mather Group. With a background in economics, Kristen brings deep expertise in operational strategy, M&A integration, and organizational growth....
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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