Episodes

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....

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 c...

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 betwee...

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 ...

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 COI...

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 chall...

Episode 063: This week, Kyle talks with Robert Conzo and Eric Diton from The Wealth Alliance. Robert is the CEO and Managing Director, and Eric is the President and Managing Director. They discuss their journey in wealth mana...

Episode 062: At Helium Advisors, the buddy system isn't just a strategy—it's a core component of their wealth management approach. By pairing advisors with shared goals and similar skill sets, they provide clients with more c...

Episode 061: Wealth creators understand that financial planning isn't solely about maximizing returns. It’s also about building a lasting legacy. By involving the next generation in family wealth discussions, advisors can hel...

Episode 060: Operations is the cornerstone of any organization, and technology is integral to successful business operations. Their integration revolutionizes any organization, and wealth management is no exception. By automa...

Episode 059: CG Financial's expansion into property and casualty insurance is a unique strategy in the advisory space. While many firms focus on core expertise, CG Financial has ventured into new territories, taking advantage...

Episode 058: Financial advisory firms always look for innovative ways to create a culture of growth. Internal promotions and residency programs are some unique and great strategies. By nurturing talent and creating opportunit...

Episode 057: Financial advisors often go beyond the confines of business to become trusted guides in their client's financial lives. More than crafting investment strategies and managing portfolios, advisors offer support and...

Episode 056: Partnering with a platform that prioritizes service over growth offers valuable opportunities for advisors and financial institutions. This strategic approach, combined with the power of technology and data analy...

Episode 055: In this episode, Kyle talks with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors through technology. Shannon discusses the importance of a tech-forward approach to delivering service...

Episode 54: In this episode of The Connected Advisor, Kyle Van Pelt talks with Ted Bovard, Principal at Fort Pitt Capital Group. Ted shares his unconventional path to wealth management and the pivotal moments that shaped his ...

Episode 053: For many advisors, transitioning from wirehouse firms to independent practices is not just about autonomy—it's about building a business that aligns with their vision and values. However, true independence comes ...

Episode 052: Successful advisory firms recognize that having the right people is an investment in the organization's future. But it's more than simply filling seats. It's about cultivating a team that is passionate about the ...

Episode 51: In this episode, Kyle talks with Lisa Crafford, Managing Director & Head of Advisory at Constellation Wealth Capital. Throughout her career, Lisa has worked for small family-owned businesses, large retail franchis...

Episode 050: In this episode of The Connected Advisor, Kyle talks with April Turch, Chief Compliance Officer at Wolf Group Capital Advisors. April has more than 20 years of experience specializing in financial planning and we...

Episode 049: In this episode of The Connected Advisor, Kyle talks with Rob Mooney, Managing Partner and CEO of Snowden Lane Partners. Rob spent more than 22 years at Merrill Lynch in New York, Singapore, Hong Kong, and London...

Episode 48: In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the best clips discussing the role of technology in the growth of RIAs. Featuring James Bogart, Sammy Azzouz, Melissa Bouchillon, and...

Episode 047: One key element differentiating high-performing advisory firms is their ability to attract, develop, and retain the best people. This translates into a workforce that is genuinely passionate about their work, lea...

Episode 046: In this episode of The Connected Advisor, Kyle talks with Sammy Azzouz, President and CEO of Heritage Financial Services. In his role, Sammy leads a dynamic organization that provides meticulous wealth management...