Next Mile

Episode 162: This week, Kyle Van Pelt talks with Brian Fernandez, President at Krilogy. Brian brings more than 20 years of experience working with complex family office needs and continues to serve clients as an advisor. As the firm’s integrator, he pairs that client perspective with a focus on operational excellence, helping translate its founder’s vision into execution. Kyle and Brian explore how investing ahead of demand prepares an advisory firm for its next stage of growth. Brian explains

Episode 161: This week, Kyle Van Pelt talks with Scott Hanson, Cofounder at Allworth Financial. Scott helped build the firm and led it through acquisitions, private equity ownership, and recapitalization before stepping aside as CEO. Drawing on experience as both a buyer and seller, he wrote The Private Equity Advantage to help business owners approach succession with greater clarity and intention. Kyle and Scott explore what separates a successful transaction from simply getting a deal done. S

Episode 160: This week, Kyle Van Pelt talks with Joe Schmitz Jr, Founder and CEO at Peak Retirement Planning. Joe built the firm around a tax-focused, 5 Pillar Approach that helps Midwestern millionaires nationwide grow and protect their wealth. A Certified Kingdom Advisor (CKA®), Joe also helps clients approach retirement with purpose and steward their wealth in alignment with their values. Joe talks with Kyle about the marketing and talent engine of fast-growing RIAs. He shares why Peak focus

Episode 159: This week, Kyle Van Pelt talks with Melissa Caro, Founder at My Retirement Network. For the past decade, Melissa has studied real advisor conversations to understand what communication behaviors build stronger client relationships. Today, she helps advisory firms close the client language gap through digital learning, live coaching, conversation analysis, and AI-powered insights that turn real client meetings into learning opportunities. Melissa talks with Kyle about why the best f

Episode 158: This week, Kyle Van Pelt talks with Michael Batnick, Managing Partner at Ritholtz Wealth Management. Michael began his career in sales at a life insurance company. Today, he focuses on helping clients navigate the challenges of long-term investing and achieve their financial goals. Michael talks with Kyle about how AI is disrupting the wealth management industry. He discusses the realities of rising technology spend, the limits of AI-driven efficiency in human relationships, and ho

Episode 157: This week, Kyle Van Pelt talks with Libby Buckley, Director of Wealth Administration & Marketing at Parable Wealth Partners. Libby leads the firm's client experience and team culture, bridges connections between clients, partner businesses, and non-profits, and creates experiences that help people rethink their wealth's potential to create change. Libby talks with Kyle about how radical hospitality translates into the wealth management space. She discusses how firms can preserve h