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PODCAST

Next Mile

Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.

business marketing

All Episodes

43:22

Best Of: The Hidden Cost of Fragmented Data with...

Next Mile ·

2026/04/07

Episode 139: Kailash Duraiswami is the Chief Technology Officer at Milemarker, where he leads the development of data infrastructure and AI-powered solutions for modern advisory firms. With a unique blend of financial expertise and deep technical knowledge, Kailash brings his passion for innovation, data strategy, and scalable technology to help wealth management firms thrive in a multi-platform world.In this episode, Kyle Van Pelt talks with Kailash about his unconventional path from launching an

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33:51

How to Build Deep Client Relationships at Scale with...

Next Mile ·

2026/03/31

Episode 138: This week, Kyle Van Pelt talks with Michael Vedders, Senior Vice President of Marketing & Enterprise Resources at NorthRock Partners. In his role, Michael is responsible for extending NorthRock's reach and reputation. With more than a decade of experience in marketing and leading complex organizational projects, Michael has helped build teams, launch major branding initiatives, produce compelling creative, develop multi-channel planning, and use insights to inform strategy.Michael

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46:32

How Financial Advisors Can Turn Messy Data into...

Next Mile ·

2026/03/24

Episode 137: This week, Kyle Van Pelt talks with Verity Larsen, Founder & CEO at Versoft Consulting. Versoft partners with RIAs to help navigate complex technology decisions, system conversions, and data strategy.Verity talks with Kyle about the realities behind data lakes in wealth management and why maintaining clean, accurate data is harder than it looks for RIAs. From the myth of "clean data" to the hidden costs of data lakes, Verity shares a behind-the-scenes look at why so many firms

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35:06

Bringing Consumer Fintech and Wealth Management...

Next Mile ·

2026/03/17

Episode 136: This week, Kyle Van Pelt talks with Nicole McMullin, Senior Vice President of Product at Wealth.com. Nicole is a seasoned product leader with a proven track record of building and scaling high-performing product organizations. She brings deep experience in product strategy, cross-functional leadership, and translates customer needs into meaningful outcomes. Nicole talks with Kyle about the intersection of consumer fintech and advisory technology and how modern fintech principles can

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30:58

Relentless, Relevant, and Ready: Orion Ascent Recap...

Next Mile ·

2026/03/10

Episode 135: This week, Kyle Van Pelt talks with Jessica Perez, VP of Growth at Milemarker. Jessica brings a boots-on-the-ground perspective to the wealth management technology space, working directly with advisory firms to help them unlock the full potential of their data. Kyle and Jessica recap key lessons from the Orion Ascent conference, where the central theme was “Relentless”—a mindset focused on continuous improvement across technology, client experience, and firm operations. They discuss

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38:04

Building Resilient Firms in the Age of AI with Chip...

Next Mile ·

2026/03/03

Episode 134: This week, Kyle Van Pelt talks with Chip Kispert, Founder & Managing Partner at Beacon Strategies. Chip has spent decades building and leading one of the country’s most trusted wealth management partners, helping shape its national footprint through intentional M&A, strong partner alignment, and disciplined operational systems. His career reflects a deep commitment to sustainable growth, advisor development, and long-term enterprise value creation.Kyle and Chip explore what it takes

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45:00

How Great Operators Turn Complexity into Growth with...

Next Mile ·

2026/02/24

Episode 133: This week, Kyle Van Pelt talks with Jennifer Goldman, Founder and Strategic Operations Transformer and Integrator at My Virtual COO. Jen is an operations expert with 30 years of experience helping 1,000+ service businesses to thrive. Jen talks with Kyle about what it really takes to run a profitable, scalable advisory firm. From defining what makes a truly great operator to navigating the messy middle of firm growth, Jen shares practical insights on constellation thinking, building

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46:54

How Creativity Fuels Better Financial Leadership with...

Next Mile ·

2026/02/17

Episode 132: This week, Kyle Van Pelt talks with Andrew Evans, Chief Executive Officer of Rossby. Before Rossby, Andrew served as Executive Vice President at TAG Advisors and as a Securities Principal at Cambridge Investment Research. Andrew talks with Kyle about entrepreneurship, growth, and designing better businesses. With a background in musical theater and a career that spans mortgage brokerage and financial advising, Andrew shares the parallels between creative careers and financial

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36:37

Why the Future of Advice Is Less About Tech and More...

Next Mile ·

2026/02/10

Episode 131: This week, Kyle Van Pelt talks with Joe Moss, Founder at AdvisorTechBook. With a background in real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech stacks. Joe talks with Kyle about the rapidly evolving world of advisor technology, AI, and personal branding in wealth management. He discusses how financial advisors can simplify their technology, leverage AI effectively, build meaningful personal brands, attract top talent,

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34:24

Forging a Path to Freedom and Independence with Adam...

Next Mile ·

2026/02/03

Episode 130: This week, Kyle Van Pelt talks with Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, which offers investment and wealth management programs and services for high-net-worth clients. The company’s mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security. Adam talks with Kyle about what it really means to go independent and why freedom, service, and intentional scale matter more in

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38:36

The Real Alpha Inside Modern Advisory Work with Mitch...

Next Mile ·

2026/01/27

Episode 129: This week, Kyle Van Pelt talks with Mitch Hamer. Mitch is the Founder & Lead Advisor at Intersecting Wealth, where he partners with families to navigate their financial lives with clarity and intention. With an approach rooted more in psychology and behavior, Mitch helps clients step back from the things that get far too much attention and focus on the priorities that are often overlooked. Kyle and Mitch unpack the real alpha inside modern advisory work. They also discuss the

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43:21

How to Build a Firm That Outlasts You with Tyson Ray

Next Mile ·

2026/01/20

Episode 128: This week, Kyle Van Pelt talks with Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. Tyson helps financial advisors exit their businesses with clarity, confidence, and no regrets. He's been recognized as a Forbes Best-in-State Wealth Advisor, AdvisorHub Advisors to Watch, and Barron's Top 1200 Advisor. Kyle and Tyson discuss what it takes to build a successful wealth advisory practice that balances growth, client care, and community impact. Tyson

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35:36

The Operating System Behind Scalable Advisory Firms...

Next Mile ·

2026/01/13

Episode 127: This week, Kyle Van Pelt talks with Matt Regan, President at Wealthcare. With more than two decades in the financial services industry, Matt has helped build several transformative business models, including launching the retail brokerage and OpenIPO system at WR Hambrecht+Co. His work has consistently focused on scaling world-class organizations with a strong commitment to the client experience.Kyle talks with Matt about building scalable, sustainable advisory businesses at the

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40:51

Scaling White-Glove Client Experiences with Sarah Simmer

Next Mile ·

2026/01/06

Episode 126: This week, Kyle Van Pelt talks with Sarah Simmer, Partner and Senior Wealth Advisor at Heritage Wealth Advisors. Sarah delivers customized wealth management and tax planning services to individuals and families, with a special focus on multi-generational households.Sarah talks with Kyle about what world-class client experience truly requires, especially for ultra-high-net-worth families. She shares the tactical side of scaling a white-glove firm, highlighting the importance of

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18:08

Why Wealth Tech Still Feels Broken

Next Mile ·

2025/12/30

Episode 125: In this special New Year's 2025 episode, Kyle Van Pelt brings together four standout voices to explore why wealth technology still feels broken—and what actually fixes it. Jeremy Nelson explains how rising client complexity demands centralized planning and operational tech that can truly scale. Art Ambarik shares how fragmented data and poor transitions create bottlenecks that distract advisors from clients. Kylie Felker shows how efficient systems make room for unreasonable hospitality

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31:56

What It Takes to Build the Next Generation of Talent

Next Mile ·

2025/12/23

Episode 124: In this special Christmas 2025 episode, Kyle Van Pelt brings together four standout voices to explore what it takes to identify, attract, develop, and retain the next generation of talent. Daniel Spurgeon shares how firms can spot potential early and create intentional career pathways instead of reactive hires. Kristen Oziemkowski explains what today’s young professionals are really looking for—and how purpose, culture, and clarity drive attraction. Eric Kittner highlights the power of

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29:57

How Planning Drives Better Investment Decisions with...

Next Mile ·

2025/12/16

Episode 123: This week, Kyle Van Pelt talks with Tim Thomas, Chief Investment Officer and Wealth Manager at Badgley Phelps Wealth Managers. Tim joined Badgley Phelps in 2008 and brings more than two decades of experience in financial planning and portfolio management. He specialized in security analysis and selection, portfolio construction, asset allocation, and alternative investments.Tim shares with Kyle about the mechanics of modern portfolio construction. He discusses why the financial plan

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32:01

Beyond Referrals: Transforming Advisor Growth with...

Next Mile ·

2025/12/10

Episode 122: This week, Kyle Van Pelt talks with Eden Ovadia, Co-Founder of FINNY. Before FINNY, Eden worked on the private equity team at Boston Consulting Group, where she advised on major M&A deals across the wealth management space. Driven by her background in AI and engineering, and inspired by the wealthtech industry's shifting dynamics, Eden co-founded FINNY to help advisors build predictable, personalized, and tech-enabled organic growth engines. Eden discusses why the wealth management

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46:50

Connecting Advisors and Investors to the Innovation...

Next Mile ·

2025/12/02

Episode 121: This week, Kyle Van Pelt talks with Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Since founding BIP Capital, Mark has helped shape the firm into one of the most active and respected investment brands outside Silicon Valley. He’s also spearheaded several of its most forward-thinking initiatives, from a private-equity Evergreen BDC to a proprietary deep-data AI platform and a Performance Engineering framework built to create category-leading companies and

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17:12

Building a Tech Stack That Scales With Your Firm

Next Mile ·

2025/11/25

Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a

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141 results

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