Episodes

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 a role in transforming wealth management and financial services. In this episode of Connected, Kyle Van Pelt is joined by Aaron Jasper, CEO of Mutual Group. They discuss how Mutual Group, a combination of an RIA and an independent broker-dealer, achieved its current succes...

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 jargon or overwhelming them with exhaustive financial plan reports. Instead, it is forging a connection, understanding individual aspirations, and simplifying the process of achieving their financial goals. In this episode of Connected, Kyle is joined by Dave Alison, Found...

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 workplaces that inspire, the path to success in commercial real estate is lined with the ability to build better connections, the discipline of prospecting, and the commitment to growth. In this episode of Connected, Kyle talks with Charlie Harrison, Senior Vice President at Capi...

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 heart of wealth management remains in its human touch. In this episode of Connected, Kyle Van Pelt and Jud Mackrill are joined by Matt Sonnen, Chief Operating Officer at Coldstream Wealth Management. They talk about building better connections and achieving operational excell...

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 brighter, more client-centric future, from the power of co-creation to innovative marketing techniques. In this episode of Connected, Kyle is joined by Diana Cabrices, Founder and Fractional Chief Evangelist of Diana Cabrices Consulting. Diana shares her insights on building...

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 aspirations of others. In this episode of Connected, we talk with Brad Johnson, Principal and Co-Founder of Triad Partners. Brad shares his insights on building better connections and the future of the insurance industry. He emphasizes the importance of putting others first and s...

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 Connected, we talk with Shannon Rosic, Director of WealthStack Content and Solutions for Informa. A pony savant and fintech ambassador, Shannon shares her six rules for building connections. We then dive into big themes in the wealth management industry. Shannon emphasizes th...

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 their dreams and aspirations. However, as technology advances rapidly, one may wonder if automation and artificial intelligence can replace what human advisors bring to the table. In this episode of Connected, we talk with John Ndege, a former Facebook employee and founder of ...

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 clients is all about, and his mission to motivate and empower people to be the best versions of themselves. We also dive into technology, ​​the challenges of standardized data collection, and the importance of automation for financial advisors. In a fragmented industry whe...

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 influenced his approach to financial planning, as well as insights on connecting with people around shared values and common interests. We talk about the growth of Asset-Map, the highs and lows of building a financial services firm, as well as the world of analytics and the ...

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 meaningful relationships while also delivering the best outcomes for their clients? In this episode of Connected, we talk with Steve Zuschin, Chief Revenue Officer at Mammoth. Steve shares his insights on how advisors can better prioritize their time and build genuine relation...