How to Turn Client Reviews Into Better Client Experiences with Brendan Frazier
Brendan Frazier, The Human Side of Money Podcast
New every Tuesday
Next Mile
Conversations with the people building the next era of wealth management. Hosted by Kyle Van Pelt.
Latest episode · Nov 10, 2026 · 27 min
Building a Boutique at Scale with Leah Sciabarrasi
Leah Sciabarrasi, President and Managing Partner, Crestwood Advisors
157 guests and counting
170 episodes
The Difference Between a Family Office and an RIA with More Services with Matt Celenza
Matt Celenza, Americana Partners
What RIAs Should Build Before Chasing AI with Marcos Segrera
Marcos Segrera, Evensky & Katz/Foldes Wealth Management
Open Architecture with Intent: Building a Smarter Tech Ecosystem with Dessy Prasad
Dessy Prasad, Northwest Asset Management / RIA Innovations
Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri
Grace Balestrieri, Brighton Jones
Why Expertise Alone Isn't Enough for Ultra-High-Net-Worth Families with Kristina Baron
Kristina Baron, Oxford Financial Group
Why Referrals Are Only the Beginning with Megan Carpenter
Megan Carpenter, Ficomm Partners
Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez
Brian Fernandez, Krilogy
Building a Business Worth Buying with Scott Hanson
Scott Hanson, Allworth Financial
The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr
Joe Schmitz Jr, Peak Retirement Planning
How to Turn Client Conversations into Better Financial Advice with Melissa Caro
Melissa Caro, My Retirement Network
Navigating the Next Era of Advisor Technology with Michael Batnick
Michael Batnick, Ritholtz Wealth Management
The Power of Radical Hospitality in Financial Advice with Libby Buckley
Libby Buckley, Parable Wealth Partners
What the Fastest-Growing RIAs Are Doing Differently with Ian Wenik
Ian Wenik, Citywire
How Behavioral Data Creates Better Client Relationships with Julie Littlechild
Julie Littlechild, Absolute Engagement
Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek
Jason Borek, The Pinnacle Group
How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein
Brett Bernstein, XML Financial Group
The Human Side of Scaling Great Advisory Firms
How Independent Advisors Can Thrive in A World of Mega Firms with Eric Amar
Eric Amar, Accelerated Wealth Partners
From Big Firms to RIA Success: Lessons in Leadership, Operations, & Growth with Kathy Longo
Kathy Longo, Flourish Wealth Management
How Content Drives Growth, Trust, and Client Acquisition with Ben Carlson
Ben Carlson, Ritholtz Wealth Management
How to Build a Scalable Firm Without Tech Overload with Dan Johnson
Dan Johnson, F2 Strategy
The Hidden Economics Behind High-Growth Advisory Firms with Patrick Kelly
Patrick Kelly, Signal Advisors
How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan
Vib Arya, Sean Meighan, Envestnet
The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus
Aaron Wormus, SMArtX Advisory Solutions
The Difference Between Growing Fast and Growing Well with Tim Gavin
Tim Gavin, MCF Advisors
Growth, Alignment, and the Future of Advisor-Led Wealth Firms with Scott Schwartz
Scott Schwartz, OnePoint BFG Wealth Partners
From Scale to Impact: Purpose-Driven Growth in Wealth Management with Nate Angelo
Nate Angelo, Composition Wealth
How Advisors Can Beat the Biggest Retirement Risk with Erik Brenner
Erik Brenner, Hilltop Wealth & Tax Solutions
Serving Clients in Life's Most Difficult Moments with Anne McPhail
Anne McPhail, Novare Capital Management
Best Of: The Hidden Cost of Fragmented Data with Kailash Duraiswami
Kailash Duraiswami, Milemarker
How to Build Deep Client Relationships at Scale with Michael Vedders
Michael Vedders, NorthRock Partners
How Financial Advisors Can Turn Messy Data into Actionable Results with Verity Larsen
Verity Larsen, Versoft Consulting
Bringing Consumer Fintech and Wealth Management Together with Nicole McMullin
Nicole McMullin, Wealth.com
Building Resilient Firms in the Age of AI with Chip Kispert
Chip Kispert, Beacon Strategies
How Great Operators Turn Complexity into Growth with Jennifer Goldman
Jennifer Goldman, My Virtual COO
How Creativity Fuels Better Financial Leadership with Andrew Evans
Andrew J. Evans, Rossby
Why the Future of Advice Is Less About Tech and More About People with Joe Moss
Joe Moss, AdvisorTech Book
Forging a Path to Freedom and Independence with Adam Spiegelman
Adam Spiegelman, Spiegelman Wealth Management
The Real Alpha Inside Modern Advisory Work with Mitch Hamer
Mitch Hamer, Intersecting Wealth
How to Build a Firm That Outlasts You with Tyson Ray
Tyson Ray, FORM Wealth Advisors
The Operating System Behind Scalable Advisory Firms with Matt Regan
Matt Regan, Wealthcare
Scaling White-Glove Client Experiences with Sarah Simmer
Sarah Simmer, Heritage Wealth Advisors
Why Wealth Tech Still Feels Broken
What It Takes to Build the Next Generation of Talent
How Planning Drives Better Investment Decisions with Tim Thomas
Tim Thomas, Badgley Phelps Wealth Managers
Beyond Referrals: Transforming Advisor Growth with Eden Ovadia
Eden Ovadia, FINNY
Connecting Advisors and Investors to the Innovation Economy with Mark Buffington
Mark Buffington, BIP Capital / BIP Ventures
Building a Tech Stack That Scales With Your Firm
Mastering the Quarterback Role for Clients with Eric Kittner
Eric Kittner, Moneta Group
Bringing Humanity Back into Retirement Planning with Jason Weaver
Jason Weaver, Weaver Consulting Group
Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez
Jacqueline Martinez, Alaris Acquisitions
How Powerful Data Can Supercharge Organic Growth with Matt Reed
Matt Reed, Powerlytics
How SEIA Empowers Advisors to Succeed with Matt Matrisian
Matt Matrisian, Signature Estate & Investment Advisors (SEIA)
Turning Complexity into Opportunities: Inside Holistiplan's Tax Planning Program with Torie Happe
Torie Happe, Jump AI
The Holy Grail of RIAs: Why Organic Growth Matters Most with John Bunch
John Bunch, Allworth Financial
The Playbook Behind the Fastest-Growing RIA in History with Jason Wenk
Jason Wenk, Altruist
Inside the Growth Engines of America's Top RIAs with Ian Wenik
Ian Wenik, Citywire
Turning Tax Records into Wealth Management Strategies with Kevin Knull
Kevin Knull, TaxStatus
How Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany Irving
Tiffany Irving, Mesirow Wealth Management
The Future of RIAs: Organic Growth, AI, and Advisor Culture with Michael Batnick
Michael Batnick, Ritholtz Wealth Management
Building a Firm That Lasts: Trust, Culture, and Communication with Richard Alt
Richard Alt, Carnegie Investment Counsel
Rethinking AUM: A Better Way for RIAs to Measure Success with Lacey Shrum
Lacey Shrum, Smart Kx
When Hospitality Becomes a Strategy with Phillip Hamman
Phillip Hamman, Linscomb Wealth
The Four Pillars of Generational Wealth Planning with Steve Reder
Steve Reder, RWA Wealth Partners
The Myth of Independence in Financial Advice with Brad Shepherd
Brad Shepherd, Founders Financial
The Secret to Scaling Without Losing Your Soul with Carrie Delgott
Carrie Delgott, Wescott Financial Advisory Group
The Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go Independent
Nelly Mubashi, Northwest Asset Management / RIA Innovations
The Secret to Mercer Advisors' 100 Partnerships & Growth-Driven Success with Dave Welling
Dave Welling, Mercer Advisors
Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer with Brian Shenson
Brian Shenson, Rise Growth Partners
Why Simplicity Is a Secret Weapon in Compliance and Client Care with Carrie King
Carrie King, Ullmann Wealth Partners
How Advisors Can Better Serve Business Owners with Jason Early
Jason Early, RISR
Behavior-Based Investment Strategies with Jonathan Blau
Jonathan Blau, Fusion Family Wealth
Serving Clients Holistically at Scale with Jimmy Lee
Jimmy Lee, The Wealth Consulting Group
Thriving Through Disruption: Building a Future-Ready RIA with Jay Tarno
Jay Tarno, Cornerstone Planning Group
Turning Happy Clients into Referral Engines with Terry Parham Jr
Terry Parham Jr, Innovative Wealth Building
The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty
David Hefty, Credent Wealth Management
The Hidden Cost of Fragmented Data with Kailash Duraiswami
Kailash Duraiswami, Milemarker
AI-Driven Private Wealth Intelligence with Russ D'Argento
Russ D'Argento, FINTRX
How Envestnet Is Redefining Scale and Accessibility with Molly Weiss
Molly Weiss, Envestnet
Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski
Kristen Oziemkowski, The Mather Group
Building Legacies That Last with Rick Simonetti
Rick Simonetti, Fidelis Capital Partners
Growing Organically: The Art of Strategic Client Relationships with Andy Peters
Andy Peters, Goldstein Advisors
Serving Small Markets, Making a Big Impact with Daniel Spurgeon
Daniel Spurgeon, Commonwealth Financial Services
Breaking the Mold: Foster Victor's Unique Wealth Coaching Model with Kylie Felker
Kylie Felker, Foster Victor Wealth Advisors
Building a Championship RIA with Nate Lenz
Nate Lenz, Concurrent
Building Tomorrow's Advisors with JC Abusaid
JC Abusaid, Halbert Hargrove
Serving Families, Not Just Portfolios with Rob Hoxton
Rob Hoxton, Hoxton Planning & Management
How AI & Data Are Reshaping the Advisor-Client Relationship with Natalie Wolfsen
Natalie Wolfsen, Orion
Why Most Wealth Management Tech Falls Short—And How to Fix It with Adrian Johnstone
Adrian Johnstone, Practifi
Why Specialization Is the Future of Financial Advice with Art Ambarik
Art Ambarik, Perigon Wealth Management
The Soul of Wealth with Daniel Crosby
Daniel Crosby, Orion
How to Leverage Technology and Culture to Drive Business Growth with Jeremy Nelson
Jeremy Nelson, Element Wealth
Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs
Jessica Gibbs, Monument Wealth Management
Owning Your Data: The Future of Wealth Management
Cultivating Talent: Insights from Innovative Firms
Why Long-Term Strategy is the Key to Financial Success with Brad Ball
Brad Ball, Bison Wealth
How to Attract Ultra-High-Net-Worth Clients with Jonathan Foster
Jon Foster, Angeles Wealth Management
Succession Planning and Growth Strategies with Thomas Carroll
Thomas Carroll, Homrich Berg
Financial Therapy with Emily Millsap
Emily Millsap, Avantax
Strategic Marketing Techniques for Financial Advisors with Samantha Russell
Samantha Russell, FMG Suite
Overcoming Cultural Shifts and Communication Barriers with Paula Nangle
Paula Nangle, Marshall Financial
Transforming Wealth Management through Alternatives with Dick Pfister
Dick Pfister, AlphaCore Wealth Advisory
Building Relationships: The Role of COI Networks in Organic Growth with Seth Merrill
Seth Merrill, The Norden Group
Delivering Reliable Value in Financial Services with Mark Weiskind
Mark Weiskind, Fairway Wealth Management
Multi-Channel Growth Strategies with Robert Conzo and Eric Diton
Rob Conzo, Eric Diton, The Wealth Alliance
The Buddy System with Gary Russell
Gary Russell, Helium Advisors
Financial Planning for Wealth Creators with Craig Robson
Craig Robson, Regent Peak Wealth Advisors
How Technology Boosts Operational Efficiency with Chrissy Lee
Chrissy Lee, Merit Financial Advisors
Diversifying Wealth Management With Property and Casualty Insurance with Jeff Casey
Jeff Casey, CG Financial Services
Creating an Internal Culture of Growth with Patrick Sweeny
Patrick Sweeny, Apella Wealth
The Noble Pursuit: Financial Planning with Scott Hanson
Scott Hanson, Allworth Financial
Revolutionizing Wealth Management for Advisors and Credit Unions with Mike Prior
Mike Prior, Priority Financial Group
A Tech-Driven Approach to Empowering Independent Advisors with Shannon Spotswood
Shannon Spotswood, RFG Advisory
Building Client Trust Through Core Values with Ted Bovard
Ted Bovard, Fort Pitt Capital Group
How Breakaway Advisors Achieve True Independence with Jason Barber
Jason Barber, Uptick Partners
Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen
Lori Van Dusen, LVW Advisors
A People-Centric Approach to Wealth Management with Lisa Crafford
Lisa Crafford, Constellation Wealth Capital
How Compliance Fuels Sustainable Growth with April Turch
April Turch, Wolf Group Capital Advisors
The Rise of Independent Advisors with Rob Mooney
Rob Mooney, Snowden Lane Partners
Powering Growth with Technology
Building a Collaborative Workforce in Financial Services with Gerald Goldberg
Gerry Goldberg, GYL Financial Synergies
Strategies for Sustainable Growth in Wealth Management with Sammy Azzouz
Sammy Azzouz, Heritage Financial Services
A Nine-Step System for Managing Money and Building Wealth with Brian Preston
Brian Preston, Abound Wealth / The Money Guy Show
How Collaboration and Alignment Drive Organic Growth with Scott Colangelo
Scott Colangelo, Prime Capital Investment Advisors
How Credit Unions Democratize Financial Wellness with Justin Steitz
Justin Steitz, Copper Financial
Building a Wealth Management Powerhouse with Jason Gordo
Jason Gordo, Modern Wealth Management
A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon
Melissa Bouchillon, Sound View Wealth Advisors
Becoming a Renegade Entrepreneur with Benj Miller
Benj Miller, System & Soul
How RIAs Are Redefining Financial Advice with Aaron White
Aaron White, Adero Partners
How to Bring Rainmakers Back to Financial Services with John Barrows
John Barrows, JB Sales
The Evolution of Personalized Wealth Management with Mark DeLotto
Mark DeLotto, Simon Quick Advisors
Helping Athletes Create Multi-Generational Wealth with Brandon Averill
Brandon Averill, AWM Capital
Developing the Next Generation of Highly Successful Advisors with Alex Goss
Alex Goss, NewEdge Capital Group
Turning Clients into Raving Fans with Anand Sheth
Anand Sheth, Pulse360
Forging Strategic Partnerships In Financial Services with Rachel Cameron
Rachel Cameron, DPL Financial Partners
The Future of Finance: Building Trust and Embracing Fiduciary Standards with Lyle Wolberg
Lyle Wolberg, Telemus
The Wealth Management Growth Formula with Brett Bernstein
Brett Bernstein, XML Financial Group
Building an Employee-Owned Wealth Management Firm with Peter Raimondi
Peter Raimondi, Dakota Wealth Management
From Practice to Enterprise with James Bogart
James Bogart, Bogart Wealth
Modernizing Your Firm's Reporting to Simplify Your Client Experience with Scott Klaassen
Scott Klaassen, Milemarker
How User Experience Reshapes the Future of Wealth Management with Clifton Schaller
Clifton Schaller, FutureVault
Delivering World-Class Integrated Advice Profitably and Effectively with Spenser Segal
Spenser Segal, ActiFi
Navigating Alternative Investments as a Strategy for Growth with Victoria Bills
Steve Zuschin, Victoria Bills, Mammoth Technology
The Power of Authenticity in Building High-Growth Wealth Management Firms with Tony Stich
Tony Stich, Entrustody
Building, Managing, and Retaining High-Performance Wealth Management Teams with Carolyn Armitage
Carolyn Armitage, True Circle Organization
Onboarding New Clients Made Easy with Lacey Shrum
Lacey Shrum, Smart Kx
The Blueprint for Growing a Wealth Management Firm with Matt Reiner
Matt Reiner, Capital Investment Advisors / Wela
Finding Success in Organic Growth for Your Firm in 2024 with John Wernz
John Wernz, Great Hill Partners
Delivering Strategic Wealth Planning Services for High-Net-Worth Clients with Frazer Rice
Frazer Rice, Next Capital Management
Advisor-Driven Estate Planning Solutions with Matt Morris
Matt Morris, EncorEstate Plans
Owning Your Advisory Practice Without CEO Responsibilities with Penny Phillips
Penny Phillips, Journey Strategic Wealth
The Keys to Successful M&A in Wealth Management with Matt Brinker
Matt Brinker, Merchant Investment Management
Managing Technology in an RIA with Kyle Wesley
Kyle Wesley, Bleakley Financial Group
Regulation, Education, and Adoption of Crypto in Financial Advisory with Tyrone Ross
Tyrone Ross, Turnqey
How Behavioral Finance Transforms Wealth Management with Dr. Daniel Crosby
The Strategic Role of Managed Service Providers in Wealth Management with Stephen Simons
Stephen Simons, Restyn
How to Lead a Rapidly Growing Organization with Aaron Jasper
Aaron Jasper, Mutual Group
Comprehensive Wealth Management Made Simple with Dave Alison
Dave Alison, C2P Enterprises
How an Intentional Real Estate and Networking Strategy Can Ignite Your RIA’s Growth with Charlie Harrison
Charlie Harrison, Capital Real Estate Group
Achieving Operational Excellence in Wealth Management with Matt Sonnen
Matt Sonnen, Coldstream Wealth Management
Elevating WealthTech Marketing Strategies with Diana Cabrices
Diana Cabrices, Diana Cabrices Consulting
Transforming the Wealth Management Landscape Through Doing Business and Doing Life with Brad Johnson
Brad Johnson, Triad Partners
The Six Rules for Building Better Connections with Shannon Rosic
Shannon Rosic, Informa
The Human Advantage: Why Technology Alone Can't Replace Wealth Advisors with John Ndege
John Ndege, Pocket Risk / Rapid Reply
Harnessing the Power of Technology and Automation with Rich Walker
Rich Walker, Quik!
How to Build Trust With Clients, and the Challenges of Growing a Financial Services Firm with Adam Holt
Adam Holt, Asset-Map
Building Genuine Relationships: The Key to Success in Wealth Management with Steve Zuschin
Steve Zuschin, Mammoth Technology
Introducing: Connected!
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