Connected
Your Business Is a Reflection of You
Kyle Van Pelt
August 2, 2025
Here’s an uncomfortable truth:
Your firm mirrors you.
Your discipline.
Your vision.
Your blind spots.
Brad Shepherd believes the best advisors build firms around identity, not ego.
The result?
Stronger culture.
Better talent attraction.
Clearer decision-making.
Values-driven firms don’t just perform better.
They feel different.
Advisors inside them operate with cohesion instead of confusion.
Why This Matters for SEO and Strategy
Search trends show rising demand for:
Values-driven advisory firms
Mission-aligned financial advisors
Purpose-driven wealth management
Clients want alignment.
Advisors want alignment.
The firms that articulate it clearly win both.
Inspired by Brad Shepherd, President and CEO at Founders Financial, on the Next Mile podcast. Listen to the full episode and explore related articles in this series.
Connected
Your Business Is a Reflection of You
Kyle Van Pelt
August 2, 2025
Here’s an uncomfortable truth:
Your firm mirrors you.
Your discipline.
Your vision.
Your blind spots.
Brad Shepherd believes the best advisors build firms around identity, not ego.
The result?
Stronger culture.
Better talent attraction.
Clearer decision-making.
Values-driven firms don’t just perform better.
They feel different.
Advisors inside them operate with cohesion instead of confusion.
Why This Matters for SEO and Strategy
Search trends show rising demand for:
Values-driven advisory firms
Mission-aligned financial advisors
Purpose-driven wealth management
Clients want alignment.
Advisors want alignment.
The firms that articulate it clearly win both.
Inspired by Brad Shepherd, President and CEO at Founders Financial, on the Next Mile podcast. Listen to the full episode and explore related articles in this series.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
