Next Mile Podcast
Building Client Trust Through Core Values
Building Client Trust Through Core Values
Building Client Trust Through Core Values
Kyle Van Pelt
July 30, 2024
Episode 54
In this episode of Next Mile, Kyle Van Pelt talks with Ted Bovard, CEO and Founding Partner 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 importance of strong core values and the impact of AI and technology on the future of financial services.
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Subscribe and stay in touch
While there, please don’t forget to Download, Like, and Subscribe.
If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.
Kyle Van Pelt
Next Mile Podcast
Building Client Trust Through Core Values
Kyle Van Pelt
July 30, 2024
Episode 54
In this episode of Next Mile, Kyle Van Pelt talks with Ted Bovard, CEO and Founding Partner 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 importance of strong core values and the impact of AI and technology on the future of financial services.
Connect with our hosts
Subscribe and stay in touch
While there, please don’t forget to Download, Like, and Subscribe.
If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.
Kyle Van Pelt
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EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
