Next Mile Podcast
The Myth of Independence in Financial Advice
The Myth of Independence in Financial Advice
The Myth of Independence in Financial Advice
Kyle Van Pelt
July 29, 2025
Listen to this week’s episode.
"We actually are not in the independent space. We are in the dependent space. The actual, honest characterization of a relationship between advisors and firms is that we're dependent upon each other."
— Brad Shepherd
"What makes independent advisors great isn't their commodities. It isn't their investment management prowess or their cooler financial plan. It's them."
— Brad Shepherd
"Smart decisions about how you manage and run your business and the right partners to help you do it, using the tools that you now have to the best of their ability, drive the outcomes you seek."
— Brad Shepherd
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Companies Mentioned:
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Subscribe and Stay in Touch
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
The Myth of Independence in Financial Advice
Kyle Van Pelt
July 29, 2025
Listen to this week’s episode.
"We actually are not in the independent space. We are in the dependent space. The actual, honest characterization of a relationship between advisors and firms is that we're dependent upon each other."
— Brad Shepherd
"What makes independent advisors great isn't their commodities. It isn't their investment management prowess or their cooler financial plan. It's them."
— Brad Shepherd
"Smart decisions about how you manage and run your business and the right partners to help you do it, using the tools that you now have to the best of their ability, drive the outcomes you seek."
— Brad Shepherd
Links & Resources
Featured:
Companies Mentioned:
Connect With Our Hosts
Subscribe and Stay in Touch
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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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.
