---
title: "Podcast"
description: "Next Mile is Milemarker's weekly podcast for wealth management leaders. 170 conversations on growth, succession, technology and client experience, hosted by…"
url: https://www.milemarker.co/podcast
---
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[Podcast**Next Mile**](https://www.milemarker.co/podcast)

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[YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S)

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](https://www.milemarker.co/podcast/building-a-boutique-at-scale-with-leah-sciabarrasi)

Leah Sciabarrasi, President and Managing Partner, Crestwood Advisors

 [Episode page](https://www.milemarker.co/podcast/building-a-boutique-at-scale-with-leah-sciabarrasi)

157 guests and counting

 [See everyone →](https://www.milemarker.co/podcast/guests)

170 episodes

Ep. 169 · Nov 3, 2026 · 45 min

### [How to Turn Client Reviews Into Better Client Experiences with Brendan Frazier](https://www.milemarker.co/podcast/how-to-turn-client-reviews-into-better-client-experiences-with-brendan-frazier)

Brendan Frazier, The Human Side of Money Podcast

Ep. 168 · Oct 27, 2026 · 32 min

### [The Difference Between a Family Office and an RIA with More Services with Matt Celenza](https://www.milemarker.co/podcast/the-difference-between-a-family-office-and-an-ria-with-more-services-with-matt-celenza)

Matt Celenza, Americana Partners

Ep. 167 · Oct 20, 2026 · 45 min

### [What RIAs Should Build Before Chasing AI with Marcos Segrera](https://www.milemarker.co/podcast/what-rias-should-build-before-chasing-ai-with-marcos-segrera)

Marcos Segrera, Evensky & Katz/Foldes Wealth Management

Ep. 166 · Oct 13, 2026 · 24 min

### [Open Architecture with Intent: Building a Smarter Tech Ecosystem with Dessy Prasad](https://www.milemarker.co/podcast/open-architecture-with-intent-building-a-smarter-tech-ecosystem-with-dessy-prasad)

Dessy Prasad, Northwest Asset Management / RIA Innovations

Ep. 165 · Oct 6, 2026 · 27 min

### [Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri](https://www.milemarker.co/podcast/scaling-with-soul-growing-an-advisory-firm-without-losing-what-matters-with-grace-balestrieri)

Grace Balestrieri, Brighton Jones

Ep. 164 · Sep 29, 2026 · 40 min

### [Why Expertise Alone Isn't Enough for Ultra-High-Net-Worth Families with Kristina Baron](https://www.milemarker.co/podcast/why-expertise-alone-isnt-enough-for-ultra-high-net-worth-families-with-kristina-baron)

Kristina Baron, Oxford Financial Group

Ep. 163 · Sep 22, 2026 · 45 min

### [Why Referrals Are Only the Beginning with Megan Carpenter](https://www.milemarker.co/podcast/why-referrals-are-only-the-beginning-with-megan-carpenter)

Megan Carpenter, Ficomm Partners

Ep. 162 · Sep 15, 2026 · 35 min

### [Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez](https://www.milemarker.co/podcast/preparing-your-firm-for-its-next-stage-of-growth-with-brian-fernandez)

Brian Fernandez, Krilogy

Ep. 161 · Sep 8, 2026 · 35 min

### [Building a Business Worth Buying with Scott Hanson](https://www.milemarker.co/podcast/building-a-business-worth-buying-with-scott-hanson)

Scott Hanson, Allworth Financial

Ep. 160 · Sep 1, 2026 · 45 min

### [The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr](https://www.milemarker.co/podcast/the-growth-engine-behind-highly-successful-advisory-firms-with-joe-schmitz-jr)

Joe Schmitz Jr, Peak Retirement Planning

Ep. 159 · Aug 25, 2026 · 34 min

### [How to Turn Client Conversations into Better Financial Advice with Melissa Caro](https://www.milemarker.co/podcast/how-to-turn-client-conversations-into-better-financial-advice-with-melissa-caro)

Melissa Caro, My Retirement Network

Ep. 158 · Aug 18, 2026 · 38 min

### [Navigating the Next Era of Advisor Technology with Michael Batnick](https://www.milemarker.co/podcast/navigating-the-next-era-of-advisor-technology-with-michael-batnick)

Michael Batnick, Ritholtz Wealth Management

Ep. 157 · Aug 11, 2026 · 27 min

### [The Power of Radical Hospitality in Financial Advice with Libby Buckley](https://www.milemarker.co/podcast/the-power-of-radical-hospitality-in-financial-advice-with-libby-buckley)

Libby Buckley, Parable Wealth Partners

Ep. 156 · Aug 4, 2026 · 36 min

### [What the Fastest-Growing RIAs Are Doing Differently with Ian Wenik](https://www.milemarker.co/podcast/what-the-fastest-growing-rias-are-doing-differently-with-ian-wenik)

Ian Wenik, Citywire

Ep. 155 · Jul 28, 2026 · 32 min

### [How Behavioral Data Creates Better Client Relationships with Julie Littlechild](https://www.milemarker.co/podcast/how-behavioral-data-creates-better-client-relationships-with-julie-littlechild)

Julie Littlechild, Absolute Engagement

Ep. 154 · Jul 21, 2026 · 39 min

### [Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek](https://www.milemarker.co/podcast/why-insurance-is-the-most-overlooked-growth-strategy-in-wealth-management-with-jason-borek)

Jason Borek, The Pinnacle Group

Ep. 153 · Jul 14, 2026 · 36 min

### [How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein](https://www.milemarker.co/podcast/how-to-build-a-thriving-independent-wealth-management-firm-with-brett-bernstein)

Brett Bernstein, XML Financial Group

Ep. 152 · Jul 7, 2026 · 21 min

### [The Human Side of Scaling Great Advisory Firms](https://www.milemarker.co/podcast/the-human-side-of-scaling-great-advisory-firms)

Ep. 151 · Jun 30, 2026 · 42 min

### [How Independent Advisors Can Thrive in A World of Mega Firms with Eric Amar](https://www.milemarker.co/podcast/how-independent-advisors-can-thrive-in-a-world-of-mega-firms-with-eric-amar)

Eric Amar, Accelerated Wealth Partners

Ep. 150 · Jun 23, 2026 · 29 min

### [From Big Firms to RIA Success: Lessons in Leadership, Operations, & Growth with Kathy Longo](https://www.milemarker.co/podcast/from-big-firms-to-ria-success-lessons-in-leadership-operations-growth-with-kathy-longo)

Kathy Longo, Flourish Wealth Management

Ep. 149 · Jun 16, 2026 · 39 min

### [How Content Drives Growth, Trust, and Client Acquisition with Ben Carlson](https://www.milemarker.co/podcast/how-content-drives-growth-trust-and-client-acquisition-with-ben-carlson)

Ben Carlson, Ritholtz Wealth Management

Ep. 148 · Jun 9, 2026 · 35 min

### [How to Build a Scalable Firm Without Tech Overload with Dan Johnson](https://www.milemarker.co/podcast/how-to-build-a-scalable-firm-without-tech-overload-with-dan-johnson)

Dan Johnson, F2 Strategy

Ep. 147 · Jun 2, 2026 · 46 min

### [The Hidden Economics Behind High-Growth Advisory Firms with Patrick Kelly](https://www.milemarker.co/podcast/the-hidden-economics-behind-high-growth-advisory-firms-with-patrick-kelly)

Patrick Kelly, Signal Advisors

Ep. 146 · May 26, 2026 · 36 min

### [How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan](https://www.milemarker.co/podcast/how-modern-rias-can-scale-fast-with-vib-arya-and-sean-meighan)

Vib Arya, Sean Meighan, Envestnet

Ep. 145 · May 19, 2026 · 34 min

### [The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus](https://www.milemarker.co/podcast/the-hidden-infrastructure-powering-modern-advisory-firms-with-aaron-wormus)

Aaron Wormus, SMArtX Advisory Solutions

Ep. 144 · May 12, 2026 · 33 min

### [The Difference Between Growing Fast and Growing Well with Tim Gavin](https://www.milemarker.co/podcast/the-difference-between-growing-fast-and-growing-well-with-tim-gavin)

Tim Gavin, MCF Advisors

Ep. 143 · May 5, 2026 · 46 min

### [Growth, Alignment, and the Future of Advisor-Led Wealth Firms with Scott Schwartz](https://www.milemarker.co/podcast/growth-alignment-and-the-future-of-advisor-led-wealth-firms-with-scott-schwartz)

Scott Schwartz, OnePoint BFG Wealth Partners

Ep. 142 · Apr 28, 2026 · 60 min

### [From Scale to Impact: Purpose-Driven Growth in Wealth Management with Nate Angelo](https://www.milemarker.co/podcast/from-scale-to-impact-purpose-driven-growth-in-wealth-management-with-nate-angelo)

Nate Angelo, Composition Wealth

Ep. 141 · Apr 21, 2026 · 33 min

### [How Advisors Can Beat the Biggest Retirement Risk with Erik Brenner](https://www.milemarker.co/podcast/how-advisors-can-beat-the-biggest-retirement-risk-with-erik-brenner)

Erik Brenner, Hilltop Wealth & Tax Solutions

Ep. 140 · Apr 14, 2026 · 37 min

### [Serving Clients in Life's Most Difficult Moments with Anne McPhail](https://www.milemarker.co/podcast/serving-clients-in-lifes-most-difficult-moments-with-anne-mcphail)

Anne McPhail, Novare Capital Management

Ep. 139 · Apr 7, 2026 · 43 min

### [Best Of: The Hidden Cost of Fragmented Data with Kailash Duraiswami](https://www.milemarker.co/podcast/best-of-the-hidden-cost-of-fragmented-data-with-kailash-duraiswami)

Kailash Duraiswami, Milemarker

Ep. 138 · Mar 31, 2026 · 34 min

### [How to Build Deep Client Relationships at Scale with Michael Vedders](https://www.milemarker.co/podcast/how-to-build-deep-client-relationships-at-scale-with-michael-vedders)

Michael Vedders, NorthRock Partners

Ep. 137 · Mar 24, 2026 · 47 min

### [How Financial Advisors Can Turn Messy Data into Actionable Results with Verity Larsen](https://www.milemarker.co/podcast/how-financial-advisors-can-turn-messy-data-into-actionable-results-with-verity-larsen)

Verity Larsen, Versoft Consulting

Ep. 136 · Mar 17, 2026 · 35 min

### [Bringing Consumer Fintech and Wealth Management Together with Nicole McMullin](https://www.milemarker.co/podcast/bringing-consumer-fintech-and-wealth-management-together-with-nicole-mcmullin)

Nicole McMullin, Wealth.com

Ep. 134 · Mar 3, 2026 · 38 min

### [Building Resilient Firms in the Age of AI with Chip Kispert](https://www.milemarker.co/podcast/building-resilient-firms-in-the-age-of-ai-with-chip-kispert)

Chip Kispert, Beacon Strategies

Ep. 133 · Feb 24, 2026 · 45 min

### [How Great Operators Turn Complexity into Growth with Jennifer Goldman](https://www.milemarker.co/podcast/how-great-operators-turn-complexity-into-growth-with-jennifer-goldman)

Jennifer Goldman, My Virtual COO

Ep. 132 · Feb 17, 2026 · 47 min

### [How Creativity Fuels Better Financial Leadership with Andrew Evans](https://www.milemarker.co/podcast/how-creativity-fuels-better-financial-leadership-with-andrew-evans)

Andrew J. Evans, Rossby

Ep. 131 · Feb 10, 2026 · 37 min

### [Why the Future of Advice Is Less About Tech and More About People with Joe Moss](https://www.milemarker.co/podcast/why-the-future-of-advice-is-less-about-tech-and-more-about-people-with-joe-moss)

Joe Moss, AdvisorTech Book

Ep. 130 · Feb 3, 2026 · 34 min

### [Forging a Path to Freedom and Independence with Adam Spiegelman](https://www.milemarker.co/podcast/forging-a-path-to-freedom-and-independence-with-adam-spiegelman)

Adam Spiegelman, Spiegelman Wealth Management

Ep. 129 · Jan 27, 2026 · 39 min

### [The Real Alpha Inside Modern Advisory Work with Mitch Hamer](https://www.milemarker.co/podcast/the-real-alpha-inside-modern-advisory-work-with-mitch-hamer)

Mitch Hamer, Intersecting Wealth

Ep. 128 · Jan 20, 2026 · 43 min

### [How to Build a Firm That Outlasts You with Tyson Ray](https://www.milemarker.co/podcast/how-to-build-a-firm-that-outlasts-you-with-tyson-ray)

Tyson Ray, FORM Wealth Advisors

Ep. 127 · Jan 13, 2026 · 36 min

### [The Operating System Behind Scalable Advisory Firms with Matt Regan](https://www.milemarker.co/podcast/the-operating-system-behind-scalable-advisory-firms-with-matt-regan)

Matt Regan, Wealthcare

Ep. 126 · Jan 6, 2026 · 41 min

### [Scaling White-Glove Client Experiences with Sarah Simmer](https://www.milemarker.co/podcast/scaling-white-glove-client-experiences-with-sarah-simmer)

Sarah Simmer, Heritage Wealth Advisors

Ep. 125 · Dec 30, 2025 · 18 min

### [Why Wealth Tech Still Feels Broken](https://www.milemarker.co/podcast/why-wealth-tech-still-feels-broken)

Ep. 124 · Dec 23, 2025 · 32 min

### [What It Takes to Build the Next Generation of Talent](https://www.milemarker.co/podcast/what-it-takes-to-build-the-next-generation-of-talent)

Ep. 123 · Dec 16, 2025 · 30 min

### [How Planning Drives Better Investment Decisions with Tim Thomas](https://www.milemarker.co/podcast/how-planning-drives-better-investment-decisions-with-tim-thomas)

Tim Thomas, Badgley Phelps Wealth Managers

Ep. 122 · Dec 10, 2025 · 32 min

### [Beyond Referrals: Transforming Advisor Growth with Eden Ovadia](https://www.milemarker.co/podcast/beyond-referrals-transforming-advisor-growth-with-eden-ovadia)

Eden Ovadia, FINNY

Ep. 121 · Dec 2, 2025 · 47 min

### [Connecting Advisors and Investors to the Innovation Economy with Mark Buffington](https://www.milemarker.co/podcast/connecting-advisors-and-investors-to-the-innovation-economy-with-mark-buffington)

Mark Buffington, BIP Capital / BIP Ventures

Ep. 120 · Nov 25, 2025 · 17 min

### [Building a Tech Stack That Scales With Your Firm](https://www.milemarker.co/podcast/building-a-tech-stack-that-scales-with-your-firm)

Ep. 119 · Nov 18, 2025 · 48 min

### [Mastering the Quarterback Role for Clients with Eric Kittner](https://www.milemarker.co/podcast/mastering-the-quarterback-role-for-clients-with-eric-kittner)

Eric Kittner, Moneta Group

Ep. 118 · Nov 11, 2025 · 33 min

### [Bringing Humanity Back into Retirement Planning with Jason Weaver](https://www.milemarker.co/podcast/bringing-humanity-back-into-retirement-planning-with-jason-weaver)

Jason Weaver, Weaver Consulting Group

Ep. 117 · Nov 4, 2025 · 38 min

### [Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez](https://www.milemarker.co/podcast/finding-the-perfect-partner-culture-and-data-in-ma-with-jacqueline-martinez)

Jacqueline Martinez, Alaris Acquisitions

Ep. 116 · Oct 28, 2025 · 31 min

### [How Powerful Data Can Supercharge Organic Growth with Matt Reed](https://www.milemarker.co/podcast/how-powerful-data-can-supercharge-organic-growth-with-matt-reed)

Matt Reed, Powerlytics

Ep. 115 · Oct 21, 2025 · 43 min

### [How SEIA Empowers Advisors to Succeed with Matt Matrisian](https://www.milemarker.co/podcast/how-seia-empowers-advisors-to-succeed-with-matt-matrisian)

Matt Matrisian, Signature Estate & Investment Advisors (SEIA)

Ep. 114 · Oct 14, 2025 · 25 min

### [Turning Complexity into Opportunities: Inside Holistiplan's Tax Planning Program with Torie Happe](https://www.milemarker.co/podcast/turning-complexity-into-opportunities-inside-holistiplans-tax-planning-program-with-torie-happe)

Torie Happe, Jump AI

Ep. 113 · Oct 7, 2025 · 35 min

### [The Holy Grail of RIAs: Why Organic Growth Matters Most with John Bunch](https://www.milemarker.co/podcast/the-holy-grail-of-rias-why-organic-growth-matters-most-with-john-bunch)

John Bunch, Allworth Financial

Ep. 112 · Sep 30, 2025 · 46 min

### [The Playbook Behind the Fastest-Growing RIA in History with Jason Wenk](https://www.milemarker.co/podcast/the-playbook-behind-the-fastest-growing-ria-in-history-with-jason-wenk)

Jason Wenk, Altruist

Ep. 111 · Sep 23, 2025 · 36 min

### [Inside the Growth Engines of America's Top RIAs with Ian Wenik](https://www.milemarker.co/podcast/inside-the-growth-engines-of-americas-top-rias-with-ian-wenik)

Ian Wenik, Citywire

Ep. 110 · Sep 16, 2025 · 36 min

### [Turning Tax Records into Wealth Management Strategies with Kevin Knull](https://www.milemarker.co/podcast/turning-tax-records-into-wealth-management-strategies-with-kevin-knull)

Kevin Knull, TaxStatus

Ep. 109 · Sep 9, 2025 · 32 min

### [How Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany Irving](https://www.milemarker.co/podcast/how-entrepreneurs-can-prepare-plan-and-protect-their-wealth-with-tiffany-irving)

Tiffany Irving, Mesirow Wealth Management

Ep. 108 · Sep 2, 2025 · 49 min

### [The Future of RIAs: Organic Growth, AI, and Advisor Culture with Michael Batnick](https://www.milemarker.co/podcast/the-future-of-rias-organic-growth-ai-and-advisor-culture-with-michael-batnick)

Michael Batnick, Ritholtz Wealth Management

Ep. 107 · Aug 26, 2025 · 38 min

### [Building a Firm That Lasts: Trust, Culture, and Communication with Richard Alt](https://www.milemarker.co/podcast/building-a-firm-that-lasts-trust-culture-and-communication-with-richard-alt)

Richard Alt, Carnegie Investment Counsel

Ep. 106 · Aug 19, 2025 · 45 min

### [Rethinking AUM: A Better Way for RIAs to Measure Success with Lacey Shrum](https://www.milemarker.co/podcast/rethinking-aum-a-better-way-for-rias-to-measure-success-with-lacey-shrum)

Lacey Shrum, Smart Kx

Ep. 105 · Aug 12, 2025 · 38 min

### [When Hospitality Becomes a Strategy with Phillip Hamman](https://www.milemarker.co/podcast/when-hospitality-becomes-a-strategy-with-phillip-hamman)

Phillip Hamman, Linscomb Wealth

Ep. 104 · Aug 5, 2025 · 47 min

### [The Four Pillars of Generational Wealth Planning with Steve Reder](https://www.milemarker.co/podcast/the-four-pillars-of-generational-wealth-planning-with-steve-reder)

Steve Reder, RWA Wealth Partners

Ep. 103 · Jul 29, 2025 · 56 min

### [The Myth of Independence in Financial Advice with Brad Shepherd](https://www.milemarker.co/podcast/the-myth-of-independence-in-financial-advice-with-brad-shepherd)

Brad Shepherd, Founders Financial

Ep. 102 · Jul 22, 2025 · 38 min

### [The Secret to Scaling Without Losing Your Soul with Carrie Delgott](https://www.milemarker.co/podcast/the-secret-to-scaling-without-losing-your-soul-with-carrie-delgott)

Carrie Delgott, Wescott Financial Advisory Group

Ep. 101 · Jul 15, 2025 · 39 min

### [The Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go Independent](https://www.milemarker.co/podcast/the-breakaway-blueprint-how-nelly-mubashi-helps-advisors-go-independent)

Nelly Mubashi, Northwest Asset Management / RIA Innovations

Ep. 100 · Jul 8, 2025 · 43 min

### [The Secret to Mercer Advisors' 100 Partnerships & Growth-Driven Success with Dave Welling](https://www.milemarker.co/podcast/the-secret-to-mercer-advisors-100-partnerships-growth-driven-success-with-dave-welling)

Dave Welling, Mercer Advisors

Ep. 99 · Jul 1, 2025 · 53 min

### [Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer with Brian Shenson](https://www.milemarker.co/podcast/solving-the-ria-puzzle-leadership-platforms-and-the-missing-layer-with-brian-shenson)

Brian Shenson, Rise Growth Partners

Ep. 98 · Jun 17, 2025 · 37 min

### [Why Simplicity Is a Secret Weapon in Compliance and Client Care with Carrie King](https://www.milemarker.co/podcast/why-simplicity-is-a-secret-weapon-in-compliance-and-client-care-with-carrie-king)

Carrie King, Ullmann Wealth Partners

Ep. 97 · Jun 10, 2025 · 32 min

### [How Advisors Can Better Serve Business Owners with Jason Early](https://www.milemarker.co/podcast/how-advisors-can-better-serve-business-owners-with-jason-early)

Jason Early, RISR

Ep. 96 · Jun 3, 2025 · 35 min

### [Behavior-Based Investment Strategies with Jonathan Blau](https://www.milemarker.co/podcast/behavior-based-investment-strategies-with-jonathan-blau)

Jonathan Blau, Fusion Family Wealth

Ep. 95 · May 27, 2025 · 55 min

### [Serving Clients Holistically at Scale with Jimmy Lee](https://www.milemarker.co/podcast/serving-clients-holistically-at-scale-with-jimmy-lee)

Jimmy Lee, The Wealth Consulting Group

Ep. 94 · May 20, 2025 · 33 min

### [Thriving Through Disruption: Building a Future-Ready RIA with Jay Tarno](https://www.milemarker.co/podcast/thriving-through-disruption-building-a-future-ready-ria-with-jay-tarno)

Jay Tarno, Cornerstone Planning Group

Ep. 93 · May 13, 2025 · 37 min

### [Turning Happy Clients into Referral Engines with Terry Parham Jr](https://www.milemarker.co/podcast/turning-happy-clients-into-referral-engines-with-terry-parham-jr)

Terry Parham Jr, Innovative Wealth Building

Ep. 92 · May 6, 2025 · 48 min

### [The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty](https://www.milemarker.co/podcast/the-growth-strategy-behind-a-3b-succession-ready-firm-with-david-hefty)

David Hefty, Credent Wealth Management

Ep. 91 · Apr 29, 2025 · 43 min

### [The Hidden Cost of Fragmented Data with Kailash Duraiswami](https://www.milemarker.co/podcast/the-hidden-cost-of-fragmented-data-with-kailash-duraiswami)

Kailash Duraiswami, Milemarker

Ep. 90 · Apr 22, 2025 · 23 min

### [AI-Driven Private Wealth Intelligence with Russ D'Argento](https://www.milemarker.co/podcast/ai-driven-private-wealth-intelligence-with-russ-dargento)

Russ D'Argento, FINTRX

Ep. 89 · Apr 15, 2025 · 39 min

### [How Envestnet Is Redefining Scale and Accessibility with Molly Weiss](https://www.milemarker.co/podcast/how-envestnet-is-redefining-scale-and-accessibility-with-molly-weiss)

Molly Weiss, Envestnet

Ep. 88 · Apr 8, 2025 · 30 min

### [Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski](https://www.milemarker.co/podcast/lessons-from-20-acquisitions-what-works-and-what-doesnt-with-kristen-oziemkowski)

Kristen Oziemkowski, The Mather Group

Ep. 87 · Apr 1, 2025 · 54 min

### [Building Legacies That Last with Rick Simonetti](https://www.milemarker.co/podcast/building-legacies-that-last-with-rick-simonetti)

Rick Simonetti, Fidelis Capital Partners

Ep. 86 · Mar 25, 2025 · 37 min

### [Growing Organically: The Art of Strategic Client Relationships with Andy Peters](https://www.milemarker.co/podcast/growing-organically-the-art-of-strategic-client-relationships-with-andy-peters)

Andy Peters, Goldstein Advisors

Ep. 85 · Mar 18, 2025 · 38 min

### [Serving Small Markets, Making a Big Impact with Daniel Spurgeon](https://www.milemarker.co/podcast/serving-small-markets-making-a-big-impact-with-daniel-spurgeon)

Daniel Spurgeon, Commonwealth Financial Services

Ep. 84 · Mar 11, 2025 · 41 min

### [Breaking the Mold: Foster Victor's Unique Wealth Coaching Model with Kylie Felker](https://www.milemarker.co/podcast/breaking-the-mold-foster-victors-unique-wealth-coaching-model-with-kylie-felker)

Kylie Felker, Foster Victor Wealth Advisors

Ep. 83 · Mar 4, 2025 · 49 min

### [Building a Championship RIA with Nate Lenz](https://www.milemarker.co/podcast/building-a-championship-ria-with-nate-lenz)

Nate Lenz, Concurrent

Ep. 82 · Feb 25, 2025 · 47 min

### [Building Tomorrow's Advisors with JC Abusaid](https://www.milemarker.co/podcast/building-tomorrows-advisors-with-jc-abusaid)

JC Abusaid, Halbert Hargrove

Ep. 81 · Feb 18, 2025 · 36 min

### [Serving Families, Not Just Portfolios with Rob Hoxton](https://www.milemarker.co/podcast/serving-families-not-just-portfolios-with-rob-hoxton)

Rob Hoxton, Hoxton Planning & Management

Ep. 80 · Feb 11, 2025 · 50 min

### [How AI & Data Are Reshaping the Advisor-Client Relationship with Natalie Wolfsen](https://www.milemarker.co/podcast/how-ai-data-are-reshaping-the-advisor-client-relationship-with-natalie-wolfsen)

Natalie Wolfsen, Orion

Ep. 79 · Feb 4, 2025 · 27 min

### [Why Most Wealth Management Tech Falls Short—And How to Fix It with Adrian Johnstone](https://www.milemarker.co/podcast/why-most-wealth-management-tech-falls-short-and-how-to-fix-it-with-adrian-johnstone)

Adrian Johnstone, Practifi

Ep. 78 · Jan 28, 2025 · 32 min

### [Why Specialization Is the Future of Financial Advice with Art Ambarik](https://www.milemarker.co/podcast/why-specialization-is-the-future-of-financial-advice-with-art-ambarik)

Art Ambarik, Perigon Wealth Management

Ep. 77 · Jan 21, 2025 · 39 min

### [The Soul of Wealth with Daniel Crosby](https://www.milemarker.co/podcast/the-soul-of-wealth-with-daniel-crosby)

Daniel Crosby, Orion

Ep. 76 · Jan 14, 2025 · 35 min

### [How to Leverage Technology and Culture to Drive Business Growth with Jeremy Nelson](https://www.milemarker.co/podcast/how-to-leverage-technology-and-culture-to-drive-business-growth-with-jeremy-nelson)

Jeremy Nelson, Element Wealth

Ep. 75 · Jan 7, 2025 · 39 min

### [Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs](https://www.milemarker.co/podcast/wealth-with-purpose-redefining-financial-planning-with-jessica-gibbs)

Jessica Gibbs, Monument Wealth Management

Ep. 74 · Dec 31, 2024 · 25 min

### [Owning Your Data: The Future of Wealth Management](https://www.milemarker.co/podcast/owning-your-data-the-future-of-wealth-management)

Ep. 73 · Dec 24, 2024 · 27 min

### [Cultivating Talent: Insights from Innovative Firms](https://www.milemarker.co/podcast/cultivating-talent-insights-from-innovative-firms)

Ep. 72 · Dec 17, 2024 · 37 min

### [Why Long-Term Strategy is the Key to Financial Success with Brad Ball](https://www.milemarker.co/podcast/why-long-term-strategy-is-the-key-to-financial-success-with-brad-ball)

Brad Ball, Bison Wealth

Ep. 71 · Dec 10, 2024 · 46 min

### [How to Attract Ultra-High-Net-Worth Clients with Jonathan Foster](https://www.milemarker.co/podcast/how-to-attract-ultra-high-net-worth-clients-with-jonathan-foster)

Jon Foster, Angeles Wealth Management

Ep. 70 · Dec 3, 2024 · 40 min

### [Succession Planning and Growth Strategies with Thomas Carroll](https://www.milemarker.co/podcast/succession-planning-and-growth-strategies-with-thomas-carroll)

Thomas Carroll, Homrich Berg

Ep. 69 · Nov 19, 2024 · 32 min

### [Financial Therapy with Emily Millsap](https://www.milemarker.co/podcast/financial-therapy-with-emily-millsap)

Emily Millsap, Avantax

Ep. 68 · Nov 12, 2024 · 42 min

### [Strategic Marketing Techniques for Financial Advisors with Samantha Russell](https://www.milemarker.co/podcast/strategic-marketing-techniques-for-financial-advisors-with-samantha-russell)

Samantha Russell, FMG Suite

Ep. 67 · Nov 5, 2024 · 33 min

### [Overcoming Cultural Shifts and Communication Barriers with Paula Nangle](https://www.milemarker.co/podcast/overcoming-cultural-shifts-and-communication-barriers-with-paula-nangle)

Paula Nangle, Marshall Financial

Ep. 66 · Oct 29, 2024 · 36 min

### [Transforming Wealth Management through Alternatives with Dick Pfister](https://www.milemarker.co/podcast/transforming-wealth-management-through-alternatives-with-dick-pfister)

Dick Pfister, AlphaCore Wealth Advisory

Ep. 65 · Oct 22, 2024 · 40 min

### [Building Relationships: The Role of COI Networks in Organic Growth with Seth Merrill](https://www.milemarker.co/podcast/building-relationships-the-role-of-coi-networks-in-organic-growth-with-seth-merrill)

Seth Merrill, The Norden Group

Ep. 64 · Oct 15, 2024 · 41 min

### [Delivering Reliable Value in Financial Services with Mark Weiskind](https://www.milemarker.co/podcast/delivering-reliable-value-in-financial-services-with-mark-weiskind)

Mark Weiskind, Fairway Wealth Management

Ep. 63 · Oct 8, 2024 · 49 min

### [Multi-Channel Growth Strategies with Robert Conzo and Eric Diton](https://www.milemarker.co/podcast/multi-channel-growth-strategies-with-robert-conzo-and-eric-diton)

Rob Conzo, Eric Diton, The Wealth Alliance

Ep. 62 · Oct 1, 2024 · 35 min

### [The Buddy System with Gary Russell](https://www.milemarker.co/podcast/the-buddy-system-with-gary-russell)

Gary Russell, Helium Advisors

Ep. 61 · Sep 17, 2024 · 47 min

### [Financial Planning for Wealth Creators with Craig Robson](https://www.milemarker.co/podcast/financial-planning-for-wealth-creators-with-craig-robson)

Craig Robson, Regent Peak Wealth Advisors

Ep. 60 · Sep 10, 2024 · 38 min

### [How Technology Boosts Operational Efficiency with Chrissy Lee](https://www.milemarker.co/podcast/how-technology-boosts-operational-efficiency-with-chrissy-lee)

Chrissy Lee, Merit Financial Advisors

Ep. 59 · Sep 3, 2024 · 40 min

### [Diversifying Wealth Management With Property and Casualty Insurance with Jeff Casey](https://www.milemarker.co/podcast/diversifying-wealth-management-with-property-and-casualty-insurance-with-jeff-casey)

Jeff Casey, CG Financial Services

Ep. 58 · Aug 27, 2024 · 46 min

### [Creating an Internal Culture of Growth with Patrick Sweeny](https://www.milemarker.co/podcast/creating-an-internal-culture-of-growth-with-patrick-sweeny)

Patrick Sweeny, Apella Wealth

Ep. 57 · Aug 20, 2024 · 40 min

### [The Noble Pursuit: Financial Planning with Scott Hanson](https://www.milemarker.co/podcast/the-noble-pursuit-financial-planning-with-scott-hanson)

Scott Hanson, Allworth Financial

Ep. 56 · Aug 13, 2024 · 30 min

### [Revolutionizing Wealth Management for Advisors and Credit Unions with Mike Prior](https://www.milemarker.co/podcast/revolutionizing-wealth-management-for-advisors-and-credit-unions-with-mike-prior)

Mike Prior, Priority Financial Group

Ep. 55 · Aug 6, 2024 · 50 min

### [A Tech-Driven Approach to Empowering Independent Advisors with Shannon Spotswood](https://www.milemarker.co/podcast/a-tech-driven-approach-to-empowering-independent-advisors-with-shannon-spotswood)

Shannon Spotswood, RFG Advisory

Ep. 54 · Jul 30, 2024 · 42 min

### [Building Client Trust Through Core Values with Ted Bovard](https://www.milemarker.co/podcast/building-client-trust-through-core-values-with-ted-bovard)

Ted Bovard, Fort Pitt Capital Group

Ep. 53 · Jul 23, 2024 · 37 min

### [How Breakaway Advisors Achieve True Independence with Jason Barber](https://www.milemarker.co/podcast/how-breakaway-advisors-achieve-true-independence-with-jason-barber)

Jason Barber, Uptick Partners

Ep. 52 · Jul 16, 2024 · 37 min

### [Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen](https://www.milemarker.co/podcast/resilience-mentorship-and-the-power-of-persistence-with-lori-van-dusen)

Lori Van Dusen, LVW Advisors

Ep. 51 · Jul 9, 2024 · 44 min

### [A People-Centric Approach to Wealth Management with Lisa Crafford](https://www.milemarker.co/podcast/a-people-centric-approach-to-wealth-management-with-lisa-crafford)

Lisa Crafford, Constellation Wealth Capital

Ep. 50 · Jul 2, 2024 · 29 min

### [How Compliance Fuels Sustainable Growth with April Turch](https://www.milemarker.co/podcast/how-compliance-fuels-sustainable-growth-with-april-turch)

April Turch, Wolf Group Capital Advisors

Ep. 49 · Jun 25, 2024 · 24 min

### [The Rise of Independent Advisors with Rob Mooney](https://www.milemarker.co/podcast/the-rise-of-independent-advisors-with-rob-mooney)

Rob Mooney, Snowden Lane Partners

Ep. 48 · Jun 18, 2024 · 21 min

### [Powering Growth with Technology](https://www.milemarker.co/podcast/powering-growth-with-technology)

Ep. 47 · Jun 11, 2024 · 53 min

### [Building a Collaborative Workforce in Financial Services with Gerald Goldberg](https://www.milemarker.co/podcast/building-a-collaborative-workforce-in-financial-services-with-gerald-goldberg)

Gerry Goldberg, GYL Financial Synergies

Ep. 46 · Jun 4, 2024 · 36 min

### [Strategies for Sustainable Growth in Wealth Management with Sammy Azzouz](https://www.milemarker.co/podcast/strategies-for-sustainable-growth-in-wealth-management-with-sammy-azzouz)

Sammy Azzouz, Heritage Financial Services

Ep. 45 · May 28, 2024 · 42 min

### [A Nine-Step System for Managing Money and Building Wealth with Brian Preston](https://www.milemarker.co/podcast/a-nine-step-system-for-managing-money-and-building-wealth-with-brian-preston)

Brian Preston, Abound Wealth / The Money Guy Show

Ep. 44 · May 21, 2024 · 38 min

### [How Collaboration and Alignment Drive Organic Growth with Scott Colangelo](https://www.milemarker.co/podcast/how-collaboration-and-alignment-drive-organic-growth-with-scott-colangelo)

Scott Colangelo, Prime Capital Investment Advisors

Ep. 43 · May 14, 2024 · 37 min

### [How Credit Unions Democratize Financial Wellness with Justin Steitz](https://www.milemarker.co/podcast/how-credit-unions-democratize-financial-wellness-with-justin-steitz)

Justin Steitz, Copper Financial

Ep. 42 · May 7, 2024 · 35 min

### [Building a Wealth Management Powerhouse with Jason Gordo](https://www.milemarker.co/podcast/building-a-wealth-management-powerhouse-with-jason-gordo)

Jason Gordo, Modern Wealth Management

Ep. 41 · Apr 30, 2024 · 30 min

### [A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon](https://www.milemarker.co/podcast/a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon)

Melissa Bouchillon, Sound View Wealth Advisors

Ep. 40 · Apr 23, 2024 · 35 min

### [Becoming a Renegade Entrepreneur with Benj Miller](https://www.milemarker.co/podcast/becoming-a-renegade-entrepreneur-with-benj-miller)

Benj Miller, System & Soul

Ep. 39 · Apr 16, 2024 · 29 min

### [How RIAs Are Redefining Financial Advice with Aaron White](https://www.milemarker.co/podcast/how-rias-are-redefining-financial-advice-with-aaron-white)

Aaron White, Adero Partners

Ep. 38 · Apr 9, 2024 · 51 min

### [How to Bring Rainmakers Back to Financial Services with John Barrows](https://www.milemarker.co/podcast/how-to-bring-rainmakers-back-to-financial-services-with-john-barrows)

John Barrows, JB Sales

Ep. 37 · Apr 2, 2024 · 36 min

### [The Evolution of Personalized Wealth Management with Mark DeLotto](https://www.milemarker.co/podcast/the-evolution-of-personalized-wealth-management-with-mark-delotto)

Mark DeLotto, Simon Quick Advisors

Ep. 36 · Mar 26, 2024 · 30 min

### [Helping Athletes Create Multi-Generational Wealth with Brandon Averill](https://www.milemarker.co/podcast/helping-athletes-create-multi-generational-wealth-with-brandon-averill)

Brandon Averill, AWM Capital

Ep. 35 · Mar 19, 2024 · 31 min

### [Developing the Next Generation of Highly Successful Advisors with Alex Goss](https://www.milemarker.co/podcast/developing-the-next-generation-of-highly-successful-advisors-with-alex-goss)

Alex Goss, NewEdge Capital Group

Ep. 34 · Mar 12, 2024 · 34 min

### [Turning Clients into Raving Fans with Anand Sheth](https://www.milemarker.co/podcast/turning-clients-into-raving-fans-with-anand-sheth)

Anand Sheth, Pulse360

Ep. 33 · Mar 5, 2024 · 36 min

### [Forging Strategic Partnerships In Financial Services with Rachel Cameron](https://www.milemarker.co/podcast/forging-strategic-partnerships-in-financial-services-with-rachel-cameron)

Rachel Cameron, DPL Financial Partners

Ep. 32 · Feb 27, 2024 · 35 min

### [The Future of Finance: Building Trust and Embracing Fiduciary Standards with Lyle Wolberg](https://www.milemarker.co/podcast/the-future-of-finance-building-trust-and-embracing-fiduciary-standards-with-lyle-wolberg)

Lyle Wolberg, Telemus

Ep. 31 · Feb 20, 2024 · 37 min

### [The Wealth Management Growth Formula with Brett Bernstein](https://www.milemarker.co/podcast/the-wealth-management-growth-formula-with-brett-bernstein)

Brett Bernstein, XML Financial Group

Ep. 30 · Feb 13, 2024 · 39 min

### [Building an Employee-Owned Wealth Management Firm with Peter Raimondi](https://www.milemarker.co/podcast/building-an-employee-owned-wealth-management-firm-with-peter-raimondi)

Peter Raimondi, Dakota Wealth Management

Ep. 29 · Feb 6, 2024 · 47 min

### [From Practice to Enterprise with James Bogart](https://www.milemarker.co/podcast/from-practice-to-enterprise-with-james-bogart)

James Bogart, Bogart Wealth

Ep. 28 · Jan 23, 2024 · 33 min

### [Modernizing Your Firm's Reporting to Simplify Your Client Experience with Scott Klaassen](https://www.milemarker.co/podcast/modernizing-your-firms-reporting-to-simplify-your-client-experience-with-scott-klaassen)

Scott Klaassen, Milemarker

Ep. 27 · Jan 2, 2024 · 44 min

### [How User Experience Reshapes the Future of Wealth Management with Clifton Schaller](https://www.milemarker.co/podcast/how-user-experience-reshapes-the-future-of-wealth-management-with-clifton-schaller)

Clifton Schaller, FutureVault

Ep. 26 · Dec 26, 2023 · 34 min

### [Delivering World-Class Integrated Advice Profitably and Effectively with Spenser Segal](https://www.milemarker.co/podcast/delivering-world-class-integrated-advice-profitably-and-effectively-with-spenser-segal)

Spenser Segal, ActiFi

Ep. 25 · Dec 19, 2023 · 47 min

### [Navigating Alternative Investments as a Strategy for Growth with Victoria Bills](https://www.milemarker.co/podcast/navigating-alternative-investments-as-a-strategy-for-growth-with-victoria-bills)

Steve Zuschin, Victoria Bills, Mammoth Technology

Ep. 24 · Dec 12, 2023 · 32 min

### [The Power of Authenticity in Building High-Growth Wealth Management Firms with Tony Stich](https://www.milemarker.co/podcast/the-power-of-authenticity-in-building-high-growth-wealth-management-firms-with-tony-stich)

Tony Stich, Entrustody

Ep. 23 · Dec 5, 2023 · 49 min

### [Building, Managing, and Retaining High-Performance Wealth Management Teams with Carolyn Armitage](https://www.milemarker.co/podcast/building-managing-and-retaining-high-performance-wealth-management-teams-with-carolyn-armitage)

Carolyn Armitage, True Circle Organization

Ep. 22 · Nov 28, 2023 · 35 min

### [Onboarding New Clients Made Easy with Lacey Shrum](https://www.milemarker.co/podcast/onboarding-new-clients-made-easy-with-lacey-shrum)

Lacey Shrum, Smart Kx

Ep. 21 · Nov 21, 2023 · 41 min

### [The Blueprint for Growing a Wealth Management Firm with Matt Reiner](https://www.milemarker.co/podcast/the-blueprint-for-growing-a-wealth-management-firm-with-matt-reiner)

Matt Reiner, Capital Investment Advisors / Wela

Ep. 20 · Nov 14, 2023 · 51 min

### [Finding Success in Organic Growth for Your Firm in 2024 with John Wernz](https://www.milemarker.co/podcast/finding-success-in-organic-growth-for-your-firm-in-2024-with-john-wernz)

John Wernz, Great Hill Partners

Ep. 19 · Nov 7, 2023 · 43 min

### [Delivering Strategic Wealth Planning Services for High-Net-Worth Clients with Frazer Rice](https://www.milemarker.co/podcast/delivering-strategic-wealth-planning-services-for-high-net-worth-clients-with-frazer-rice)

Frazer Rice, Next Capital Management

Ep. 18 · Oct 31, 2023 · 40 min

### [Advisor-Driven Estate Planning Solutions with Matt Morris](https://www.milemarker.co/podcast/advisor-driven-estate-planning-solutions-with-matt-morris)

Matt Morris, EncorEstate Plans

Ep. 17 · Oct 24, 2023 · 37 min

### [Owning Your Advisory Practice Without CEO Responsibilities with Penny Phillips](https://www.milemarker.co/podcast/owning-your-advisory-practice-without-ceo-responsibilities-with-penny-phillips)

Penny Phillips, Journey Strategic Wealth

Ep. 16 · Oct 17, 2023 · 47 min

### [The Keys to Successful M&A in Wealth Management with Matt Brinker](https://www.milemarker.co/podcast/the-keys-to-successful-ma-in-wealth-management-with-matt-brinker)

Matt Brinker, Merchant Investment Management

Ep. 15 · Oct 10, 2023 · 38 min

### [Managing Technology in an RIA with Kyle Wesley](https://www.milemarker.co/podcast/managing-technology-in-an-ria-with-kyle-wesley)

Kyle Wesley, Bleakley Financial Group

Ep. 14 · Oct 3, 2023 · 48 min

### [Regulation, Education, and Adoption of Crypto in Financial Advisory with Tyrone Ross](https://www.milemarker.co/podcast/regulation-education-and-adoption-of-crypto-in-financial-advisory-with-tyrone-ross)

Tyrone Ross, Turnqey

Ep. 13 · Sep 26, 2023 · 43 min

### [How Behavioral Finance Transforms Wealth Management with Dr. Daniel Crosby](https://www.milemarker.co/podcast/how-behavioral-finance-transforms-wealth-management-with-dr-daniel-crosby)

Ep. 12 · Sep 19, 2023 · 43 min

### [The Strategic Role of Managed Service Providers in Wealth Management with Stephen Simons](https://www.milemarker.co/podcast/the-strategic-role-of-managed-service-providers-in-wealth-management-with-stephen-simons)

Stephen Simons, Restyn

Ep. 11 · Sep 12, 2023 · 42 min

### [How to Lead a Rapidly Growing Organization with Aaron Jasper](https://www.milemarker.co/podcast/how-to-lead-a-rapidly-growing-organization-with-aaron-jasper)

Aaron Jasper, Mutual Group

Ep. 10 · Sep 5, 2023 · 53 min

### [Comprehensive Wealth Management Made Simple with Dave Alison](https://www.milemarker.co/podcast/comprehensive-wealth-management-made-simple-with-dave-alison)

Dave Alison, C2P Enterprises

Ep. 9 · Aug 29, 2023 · 47 min

### [How an Intentional Real Estate and Networking Strategy Can Ignite Your RIA’s Growth with Charlie Harrison](https://www.milemarker.co/podcast/how-an-intentional-real-estate-and-networking-strategy-can-ignite-your-rias-growth-with-charlie-harrison)

Charlie Harrison, Capital Real Estate Group

Ep. 8 · Aug 22, 2023 · 55 min

### [Achieving Operational Excellence in Wealth Management with Matt Sonnen](https://www.milemarker.co/podcast/achieving-operational-excellence-in-wealth-management-with-matt-sonnen)

Matt Sonnen, Coldstream Wealth Management

Ep. 7 · Aug 8, 2023 · 46 min

### [Elevating WealthTech Marketing Strategies with Diana Cabrices](https://www.milemarker.co/podcast/elevating-wealthtech-marketing-strategies-with-diana-cabrices)

Diana Cabrices, Diana Cabrices Consulting

Ep. 6 · Aug 1, 2023 · 66 min

### [Transforming the Wealth Management Landscape Through Doing Business and Doing Life with Brad Johnson](https://www.milemarker.co/podcast/transforming-the-wealth-management-landscape-through-doing-business-and-doing-life-with-brad-johnson)

Brad Johnson, Triad Partners

Jul 25, 2023 · 48 min

### [The Six Rules for Building Better Connections with Shannon Rosic](https://www.milemarker.co/podcast/the-six-rules-for-building-better-connections-with-shannon-rosic)

Shannon Rosic, Informa

Jul 18, 2023 · 23 min

### [The Human Advantage: Why Technology Alone Can't Replace Wealth Advisors with John Ndege](https://www.milemarker.co/podcast/the-human-advantage-why-technology-alone-cant-replace-wealth-advisors-with-john-ndege)

John Ndege, Pocket Risk / Rapid Reply

Jul 11, 2023 · 39 min

### [Harnessing the Power of Technology and Automation with Rich Walker](https://www.milemarker.co/podcast/harnessing-the-power-of-technology-and-automation-with-rich-walker)

Rich Walker, Quik!

Jul 4, 2023 · 43 min

### [How to Build Trust With Clients, and the Challenges of Growing a Financial Services Firm with Adam Holt](https://www.milemarker.co/podcast/how-to-build-trust-with-clients-and-the-challenges-of-growing-a-financial-services-firm-with-adam-holt)

Adam Holt, Asset-Map

Jun 27, 2023 · 41 min

### [Building Genuine Relationships: The Key to Success in Wealth Management with Steve Zuschin](https://www.milemarker.co/podcast/building-genuine-relationships-the-key-to-success-in-wealth-management-with-steve-zuschin)

Steve Zuschin, Mammoth Technology

Jun 2, 2023 · 2 min

### [Introducing: Connected!](https://www.milemarker.co/podcast/introducing-connected)

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