Next Mile Podcast
Serving Families, Not Just Portfolios
Serving Families, Not Just Portfolios
Serving Families, Not Just Portfolios
Kyle Van Pelt
February 18, 2025
Listen to this week’s episode.
Episode 081
On this week’s episode of The Connected Advisor, I speak with Rob Hoxton, Founder and Partner of Hoxton Planning & Management, and a 30-year veteran of the financial planning industry.
In this episode, we discuss how Hoxton has nearly doubled in size in the past two years, the role of organic growth and professional referrals, and serving families rather than just managing assets. Rob also talks about the impact of AI on financial planning and the key trends shaping the future of the RIA industry.
Key Takeaways
Hoxton Planning & Management measures success by the number of families served, ensuring meaningful and sustainable growth. It prioritizes impact over AUM, aiming to serve 800 families in the coming years.
In addition to acquisitions, client referrals and strong relationships with a center of influence are primary growth drivers.
YouTube and podcasts are excellent platforms for reaching target markets.
Despite AI's potential to enhance efficiency, human connection in financial advice will always be critical.
Quotes
"Our goal is to help families be happier through financial planning and resource management. That's our internal mission, and we're passionate about it." ~ Rob Hoxton
"Chasing the dollar just makes me unhappy. I need something more meaningful than AUM or income." ~ Rob Hoxton
"If we are serving 800 families profitably, the money will be there, and the opportunities for our team will be there. We will grow, and we'll make the difference." ~ Rob Hoxton
Links
United Capital Financial Advisors
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
Next Mile Podcast
Serving Families, Not Just Portfolios
Kyle Van Pelt
February 18, 2025
Listen to this week’s episode.
Episode 081
On this week’s episode of The Connected Advisor, I speak with Rob Hoxton, Founder and Partner of Hoxton Planning & Management, and a 30-year veteran of the financial planning industry.
In this episode, we discuss how Hoxton has nearly doubled in size in the past two years, the role of organic growth and professional referrals, and serving families rather than just managing assets. Rob also talks about the impact of AI on financial planning and the key trends shaping the future of the RIA industry.
Key Takeaways
Hoxton Planning & Management measures success by the number of families served, ensuring meaningful and sustainable growth. It prioritizes impact over AUM, aiming to serve 800 families in the coming years.
In addition to acquisitions, client referrals and strong relationships with a center of influence are primary growth drivers.
YouTube and podcasts are excellent platforms for reaching target markets.
Despite AI's potential to enhance efficiency, human connection in financial advice will always be critical.
Quotes
"Our goal is to help families be happier through financial planning and resource management. That's our internal mission, and we're passionate about it." ~ Rob Hoxton
"Chasing the dollar just makes me unhappy. I need something more meaningful than AUM or income." ~ Rob Hoxton
"If we are serving 800 families profitably, the money will be there, and the opportunities for our team will be there. We will grow, and we'll make the difference." ~ Rob Hoxton
Links
United Capital Financial Advisors
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
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
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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.
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.
