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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How Credit Unions Democratize Financial Wellness with Justin Steitz
May 14, 2024

How Credit Unions Democratize Financial Wellness with Justin Steitz

Episode 043: In this episode, Kyle talks with Justin Steitz, President at Copper Financial. In his role, he leads sales, investment operations, compliance, and audits for the CommunityAmerica advisor channel and the broker-d…
Building a Wealth Management Powerhouse with Jason Gordo
May 7, 2024

Building a Wealth Management Powerhouse with Jason Gordo

Episode 042: In this episode of The Connected Advisor, Kyle talks with Jason Gordo, Co-founder and President of Modern Wealth Management. Jason is an accomplished wealth management executive with a diverse background in busi…
A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon
April 30, 2024

A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon

Episode 041: In this episode of The Connected Advisor, Kyle talks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors. With a background in psychology and education, Melissa brings a different perspective…
Becoming a Renegade Entrepreneur with Benj Miller
April 23, 2024

Becoming a Renegade Entrepreneur with Benj Miller

Episode 040: The traditional path to building a business is often painted as a clear roadmap, following established blueprints and pre-defined steps. But, some founders follow a different playbook — one that focuses on the h…
How RIAs Are Redefining Financial Advice with Aaron White
April 16, 2024

How RIAs Are Redefining Financial Advice with Aaron White

Episode 039: The wealth management industry is moving beyond asset allocation and investment management. Clients require a broader suite of services, encompassing areas like tax planning, estate planning, and retirement acco…
How to Bring Rainmakers Back to Financial Services with John Barrows
April 9, 2024

How to Bring Rainmakers Back to Financial Services with John Barrows

Episode 038: In this episode of The Connected Advisor, Kyle Van Pelt is joined by John Barrows, Founder and CEO of JB Sales. John has a wealth of experience in all aspects of business and sales, from making 400 dials a week …
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About the Hosts

Jud MackrillProfile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van PeltProfile Photo

Kyle Van Pelt

Co-Founder, Milemarker