Episodes

Oct. 10, 2023

Managing Technology in an RIA with Kyle Wesley

Episode 015: One of the biggest challenges in managing a wealth management firm is integrating various systems and platforms to create a seamless workflow. This challenge can often feel like trying to piece together a complex...

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Oct. 3, 2023

Regulation, Education, and Adoption of Crypto in Financial Advisory w…

Episode 014: The role of cryptocurrency in financial advisory has been a topic of increasing interest and debate. Digital currencies, their potential to reshape the financial landscape, credibility crises, and the urgent need...

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Sept. 26, 2023

How Behavioral Finance Transforms Wealth Management with Dr. Daniel C…

Episode 013: Behavioral finance has been gaining traction in the wealth management industry as more advisors recognize its potential to provide better advice and improve client outcomes. The enthusiasm for its adoption has gr...

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Sept. 19, 2023

The Strategic Role of Managed Service Providers in Wealth Management …

Episode 012: Managed Service Providers (MSPs) are becoming important as the world of finance undergoes a rapid digital transformation. They specialize in compliance, security, and support, ensuring that the firm's technology ...

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Sept. 12, 2023

How to Lead a Rapidly Growing Organization with Aaron Jasper

Episode 011: As an organization surges forward, it navigates a path filled with complexities, intricacies, and diverse dynamics. Regulatory developments, technological advancements, and shifting investor expectations all play...

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Sept. 5, 2023

Comprehensive Wealth Management Made Simple with Dave Alison

Episode 010: People seeking wealth management advice want clarity, not confusion. As individuals seek sound advice to navigate the intricate landscape of their financial futures, the focus is no longer on bombarding them with...

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Aug. 29, 2023

How an Intentional Real Estate and Networking Strategy Can Ignite You…

Episode 009: Real estate is not just about properties, it's about people. It's fostering meaningful connections that enrich your journey and your clients. From sparking interest through authentic engagement to crafting workpl...

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Aug. 22, 2023

Achieving Operational Excellence in Wealth Management with Matt Sonnen

Episode 008: Technology has opened new possibilities. Advanced tools and digital platforms have empowered wealth managers to streamline processes, enhance client experiences, and optimize portfolio management. However, the he...

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Aug. 8, 2023

Elevating WealthTech Marketing Strategies with Diana Cabrices

Episode 007: In financial services, relationships are everything. The best advisors build deep connections with their clients, understanding their needs and goals. Discover how financial services professionals are shaping a b...

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Aug. 1, 2023

Transforming the Wealth Management Landscape Through Doing Business a…

Episode 006: The art of building strong connections in the wealth management industry transcends the conventional boundaries of finance. Building better relationships entails a commitment to understanding the needs and aspira...

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July 25, 2023

The Six Rules for Building Better Connections with Shannon Rosic

The future of the wealth management industry lies in the ability to combine technology with the human touch. AI and data analytics provide better insights, but human connection will always be essential. In this episode of Con...

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July 18, 2023

The Human Advantage: Why Technology Alone Can't Replace Wealth Adviso…

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...

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July 11, 2023

Harnessing the Power of Technology and Automation with Rich Walker

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...

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July 4, 2023

How to Build Trust With Clients, and the Challenges of Growing a Fina…

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...

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June 27, 2023

Building Genuine Relationships: The Key to Success in Wealth Manageme…

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...

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June 2, 2023

Introducing: Connected!

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...

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