Episodes

Episode 072: Brad Ball, founder of Bison Wealth, is a seasoned financial expert with a passion for creating long-term value in wealth management. Brad’s approach integrates patient capital, cutting-edge investment strategies, and a focus on building resilient client relationships. In this episode, Kyle talks with Brad about the importance of infrastructure in financial firms, the key elements of successful advisor training, and the challenges and opportunities in the wealth management industry....

Episode 071: Building a thriving business is about playing the long game—prioritizing sustainable value creation over fleeting, short-term wins. Organic growth strategies lie at the heart of this approach, leveraging the power of client referrals, collaborative partnerships, and the ability to craft compelling stories that resonate with clients. For advisors aiming to attract ultra-high-net-worth clients, focus on telling, not selling, and offer genuine value without the pressure of asking for r...

Episode 070: Succession planning and growth strategies are critical considerations for RIAs seeking long-term sustainability. As firms evolve and leadership transitions occur, a well-defined succession plan ensures smooth handover and business continuity. Succession plans, coupled with strategic growth initiatives and investing in the right technology, allow RIAs to deliver better client service, attract top talent and potential leaders, and provide more sophisticated services. In this episode,...

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. Financial therapists understand that money decisions aren't just about numbers and logic—they're about people. By recognizing clients' emotional and psychological responses to money, financial therapists create holistic plans that align with each person's values and goals. ...

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 creating content people want to engage with, whether blog posts, newsletters, social posts, podcasts, or videos. In this episode, Kyle Van Pelt talks with Samantha Russell, Chief Evangelist at FMG Suite. Samantha teaches financial advisors how to utilize digital marketing st...

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 between technical knowledge and client understanding, laying the groundwork for successful partnerships and empowering clients to make better financial decisions. This week, Kyle Van Pelt talks with Paula Nangle, President and Senior Wealth Advisor at Marshall Financial. Paula fo...

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 traditional asset classes, advisors can bridge the gap between traditional wealth planning and the world of alternatives. Breaking down barriers to alternative investments allows investors to diversify and build more resilient portfolios, enhance returns, and mitigate risks....

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 relationships, and the evolving landscape of the advisory industry. Seth shares his unique path into the industry, insights on building study groups with CPAs and attorneys, and the growth trajectory of The Norden Group, including onboarding 11 advisors and managing a team ...

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 challenge, Fairway Wealth Management aims to provide reliable results by focusing on factors investors can control. These include tax efficiency, cost management, and behavioral guidance. This week, Kyle talks with Mark Weiskind, Founding Partner and President at Fairway Wealth ...

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 management, from large wirehouses to establishing an independent firm. They explore growth strategies through M&A, organic client acquisition, and building strong centers of influence. The conversation explores the importance of technology, AI, and the role of social media and ...

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 comprehensive and personalized solutions. In this episode, Kyle Van Pelt talks with Gary Russell, Partner and Co-Founder at Helium Advisors, about Helium's buddy system, how it works, and the benefits it provides. They also discuss holistic planning and how using the right t...

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 help beneficiaries develop a solid financial understanding. This ensures a smoother wealth transfer and empowers future generations to manage their financial affairs effectively. In this episode, Kyle talks with Craig Robson, Founding Principal and Managing Director at Regent ...

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 automating tasks, streamlining workflows, and connecting disparate systems, technology has become an indispensable tool for improving operational efficiency. This increased efficiency empowers advisors to focus more on what they do best: serving their clients, building lasting rel...

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 of its internal expertise. Its proactive use of EOS (Entrepreneurial Operating System), diversification into new business lines, and commitment to technological excellence set the bar for strategic growth and leadership. In this episode, Kyle talks with Jeff Casey, Preside...

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 opportunities for advancement, specializing in a specific niche, and the strategic integration of technology, firms can cultivate seasoned advisors who understand the company's core values and philosophy and offer comprehensive planning solutions that truly resonate with clients. In ...

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 expertise to individuals and families through various life stages and financial challenges. In this episode, Kyle talks with Scott Hanson, Co-Founder and Vice Chair at Allworth Financial. A nationally recognized financial expert, Scott has been named to Barron's list of th...

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 analytics, streamlines operations and fosters deeper client connections. Priority Financial Group's approach to wealth management, rooted in flexibility, control, freedom, and technology, is a blueprint for success in the financial services industry. In this episode, Kyle talks ...

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 services and optimizing internal processes and what it takes to become the RIA of the future. She also shares the foundational pillars of RFG 2.0 and offers a glimpse into the future with RFG 3.0 and the strategic initiatives driving the platform's growth. In this episode: [03:23...

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 career. Emphasizing the importance of long-term planning over chasing returns, Ted discusses Fort Pitt's client-first approach, the firm's five-step onboarding process, and how they leverage teamwork and technology to enhance their services. Kyle and Ted also explore the imp...

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 with its own set of challenges. To thrive, advisors need the right technology. When chosen strategically, technology becomes a key partner in building strong client relationships and delivering meaningful financial planning. In this episode of The Connected Advisor, Kyle ta...

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 industry, thrives in a collaborative environment, and is genuinely enthusiastic about contributing to its success. In this episode, Kyle talks with Lori Van Dusen, Founder and CEO of LVW Advisors. An advocate of client-focused strategies, Lori provides comprehensive, integr...

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 franchises, non-profits, and Fortune 500 companies across Australia and the U.S. At Constellation Wealth Capital, Lisa leads the advisory team and works alongside partner firms to help them grow and strengthen their business. Lisa talks with Kyle about the importance of people in t...

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 wealth management operations. She manages and oversees firm-level projects that impact the firm's success, team performance, and overall client experience. April is also responsible for helping the firm scale its operations through technology, processes, systems, and people. ...

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. He was the General Counsel and Chief Business Risk Officer of Global Wealth Management and a member of the GWM Executive and Operating Committees. Rob talks with Kyle about why Snowden Lane Partners has consistently been on the top RIA lists, the increasing trend of advis...