--- title: "A Philanthropic Approach to Growing Wealth Advisory Firms…" description: "In this episode of The Connected Advisor, Kyle talks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors." url: https://www.milemarker.co/podcast/a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon updated: 2024-04-30 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 41 · Apr 30, 2024 · 30 min # A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon [**Melissa Bouchillon***Managing Partner, Sound View Wealth Advisors*](https://www.milemarker.co/podcast/guests/melissa-bouchillon) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode In this episode of The Connected Advisor, Kyle talks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors. With a background in psychology and education, Melissa brings a different perspective to the financial advisory industry. In addition to her passion for helping her clients, Melissa is on the board of organizations near and dear to her heart, including the Landings Military Relief Fund, Marshes of Skidaway Island, and the Savannah Music Festival. Melissa talks with Kyle about her unique approach to marketing in financial advisory. She shares how her background in psychology and education has helped her as a financial advisor. Melissa highlights the significance of simplifying complex financial concepts for clients and the role of technology in driving efficiency and enhancing client experiences. In this episode: - \[01:29\] - Melissa's unique marketing approach. - \[05:10\] - The money moment that led Melissa into financial advisory. - \[08:15\] - How Melissa's background in psychology and education has helped her as a financial advisor. - \[10:23\] - How Melissa simplifies complex financial concepts for clients. - \[12:38\] - Why Melissa chose to open an office in Bluffton, South Carolina. - \[14:19\] - Why Melissa rotates staff between different office locations. - \[17:08\] - What it takes to onboard and make employees successful. - \[20:02\] - The role of technology in building Sound View Wealth Advisors. - \[23:54\] - Melissa's view of the future of the RIA industry. - \[26:06\] - Milemarker minute: longest race Melissa has ever run, her bucket list travel destination, potential career outside teaching, best book read. **Key Takeaways** - Building a successful wealth management firm involves understanding clients' needs and driving impact in the community. - Simplifying complex financial concepts is crucial for effective communication and client understanding. - Building trust and rapport with clients requires active listening and understanding their unique goals and experiences. - Using technology can enhance client experiences and improve decision-making. - The future of the RIA industry lies in driving efficiencies, focusing on what matters, and maintaining a human-centered approach. **Quotes** "A really great sign of understanding material and a subject matter is being able to explain it in a way that's not fancy and uses all the jargon but simply allows people to take action." ~ [Melissa Bouchillon](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0) "Most of our decision-making is all around doing what's best for our clients first and foremost and then what's best to support the people working with us so that they really are giving our clients their best work." ~ [Melissa Bouchillon](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0) "Taking the role of mentoring seriously and making sure you have people within your firm who are willing to provide guidance to the new hires and the folks working at the firm is mission-critical." ~ [Melissa Bouchillon](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0) **Links** - [Melissa Bouchillon on LinkedIn](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0) - [Sound View Wealth Advisors](https://www.svadvice.com/) - [Landings Military Family Relief Fund](https://uwce.org/landingsmilitaryrelief/) - [The Marshes of Skidaway Island](https://marshesofskidaway.org/) - [Savannah Music Festival](https://www.savannahmusicfestival.org/) - [Merrill Lynch](https://www.ml.com/) - [Nitrogen Wealth](https://nitrogenwealth.com/) - [UBS](https://www.ubs.com/) - [Focus Financial Partners](https://focusfinancialpartners.com/) - [Orion Advisor Solutions](https://orion.com/) - [Envestnet | Tamarac](https://www.tamaracinc.com/) - [Fidelity Investments](https://www.fidelity.com/) - [Charles Schwab](https://www.schwab.com/) - [Hidden Levers](https://www.hiddenlevers.com/) - [eMoney Advisor](https://emoneyadvisor.com/) - [Salesforce](https://www.salesforce.com/) - [Atomic Habits](https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299) - [James Clear](https://www.linkedin.com/in/jamesclear) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) - [Google Podcasts](https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode.](https://open.spotify.com/episode/2p4xZMD4KzHNowmpqmGntr?si=b0def4644f6045d7) ## Episode 041 In this episode of The Connected Advisor, I talk with [Melissa Bouchillon](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon), Managing Partner at Sound View Wealth Advisors. With a background in psychology and education, she brings a different perspective to the financial advisory industry. In addition to her passion for helping her clients, she is on the board of organizations near and dear to her heart, including the Landings Military Relief Fund, Marshes of Skidaway Island, and the Savannah Music Festival. We talk about her unique approach to marketing in financial advisory. She shares how her background in psychology and education has helped her as a financial advisor. Melissa highlights the significance of simplifying complex financial concepts for clients and the role of technology in driving efficiency and enhancing client experiences. #### Key Takeaways Simplifying complex financial concepts is crucial for effective communication and client understanding. Building trust and rapport with clients requires active listening and understanding their unique goals and experiences. Using technology can enhance client experiences and improve decision-making. The episode is available now on your favorite podcast platform: [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon) [Spotify](https://open.spotify.com/episode/2p4xZMD4KzHNowmpqmGntr?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon) [YouTube](https://www.youtube.com/@milemarkerinc?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon) [Google Podcasts](https://www.youtube.com/watch?v=2YbprM_ja5c&t=5s&utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon) 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](https://meetings.hubspot.com/kyle-van-pelt?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=a-philanthropic-approach-to-growing-wealth-advisory-firms-with-melissa-bouchillon). Kyle Van Pelt [**Melissa Bouchillon***Managing Partner, Sound View Wealth Advisors*](https://www.milemarker.co/podcast/guests/melissa-bouchillon) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 170 · 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, Crestwood Advisors 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. 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