Episodes

The wealth management industry recognizes that its purpose extends beyond pursuing financial returns. It stands on the foundations of trust and human connections to help individuals live the lives they envision, achieving the...

In this episode of Connected, we talk with Rich Walker, Founder and CEO of Quik!. Rich shares his inspiring career journey and the ups and downs that eventually led him to build Quik!. He talks about what real connection with...

Ever wonder how a seventh-grade love for architecture could inform a successful career in finance? In today's episode of Connected, we talk with Adam Holt, CEO of Asset-Map, about his passion for architecture and how it has i...

The power of building genuine relationships in wealth management is significant. But this kind of approach takes time, and many advisors already struggle with a lack of margin. How can advisors create the space to develop mea...

Connected is a new podcast from Milemarker about the people and technologies shaping and building the wealth management industry. More people than ever are searching for great financial advice and more firms than ever are try...