--- title: "How to Leverage Technology and Culture to Drive Business…" description: "This week, Kyle Van Pelt talks with Jeremy Nelson, President at Element Wealth. Jeremy shares his journey from discovering investing as a 10-year-old in Canada…" url: https://www.milemarker.co/podcast/how-to-leverage-technology-and-culture-to-drive-business-growth-with-jeremy-nelson updated: 2025-01-14 --- [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 76 · Jan 14, 2025 · 35 min # How to Leverage Technology and Culture to Drive Business Growth with Jeremy Nelson [**Jeremy Nelson***President, Element Wealth*](https://www.milemarker.co/podcast/guests/jeremy-nelson) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode This week, Kyle Van Pelt talks with Jeremy Nelson, President at Element Wealth. Jeremy shares his journey from discovering investing as a 10-year-old in Canada to building Mississippi’s fastest-growing RIA. Jeremy discusses merging with Ross and Yerger, prioritizing culture and client relationships, and leveraging technology for growth. He explores AI’s potential to enhance advisory efficiency while maintaining human-centered service. From integrating new team members to fostering client trust, Jeremy highlights the importance of leadership, transparency, and personal connections in driving success. In this episode: - (00:00) - Intro - (00:57) - Jeremy's Money Moment - (02:38) - Early career and internship experience - (04:27) - Client retention and referrals - (06:27) - Merging with Ross and Yerger - (10:09) - Maintaining company culture - (16:25) - The role of technology in business growth - (21:38) - Future trends: AI in the RIA industry - (28:37) - Milemarker Minute **Key Takeaways** - **Prioritize Culture and Client Relationships:** Building a strong organizational culture and fostering deep client relationships are fundamental to sustainable growth in financial advising. - **Embrace Technology and AI:** Leveraging technology, including AI, can enhance efficiency and client service, but it’s crucial to maintain a human-first approach to preserve personal connections. - **Navigate Mergers with Transparency:** When merging firms, clear communication and transparency are vital to integrate teams effectively and maintain trust with clients. - **Invest in Leadership Development:** Developing leadership skills within the team ensures adaptability and resilience, enabling the firm to navigate industry changes successfully. - **Balance Innovation with Personalization:** While adopting new technologies is important, ensuring that client interactions remain personalized and human-centric is key to differentiating your advisory services. **Quotes** “I think AI is going to become a massive productivity tool that we're going to be able to leverage and we're just scratching the surface.” ~ Jeremy Nelson “ The only way to be efficient is technology, right? And by putting that at the center of our business, operationally, it enables us to handle more and more clients.” ~ Jeremy Nelson “When you do a good job with your clients—when you connect with them on a personal basis, when you understand where they are in life, what they're trying to achieve— you're working together in a partnership. They're going to be really willing to refer you because they like you.” ~ Jeremy Nelson **Links** - Jeremy on LinkedIn: [https://www.linkedin.com/in/jeremy-my-element-wealth/](https://www.linkedin.com/in/jeremy-my-element-wealth/) - Element Wealth: [https://myelementwealth.com/](https://myelementwealth.com/) - Legg Mason: [https://en.wikipedia.org/wiki/Legg\_Mason](https://en.wikipedia.org/wiki/Legg_Mason) - Nintendo: [https://www.nintendo.com/](https://www.nintendo.com/) - Ross and Yerger: [https://www.rossandyerger.com/](https://www.rossandyerger.com/) - Juli-Ann Marquette: [https://www.linkedin.com/in/juli-ann-my-element-wealth/](https://www.linkedin.com/in/juli-ann-my-element-wealth/) - Principles for Dealing with the Changing World Order by Ray Dalio: [https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276](https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276) - The Psychology of Money by Morgan Housel: [https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681](https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681) **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) ## **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 ?iv\_load\_policy=3&rel=0&modestbranding=1&playsinline=1&autoplay=0&mute=1” data-thumbnail=“Medium Quality” frameborder=“0” allow=“presentation; fullscreen; accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture”> [Listen to this week’s episode.](https://open.spotify.com/episode/5Bvdva1rnOYMeYAClEfoB1) ## Episode 076 On this week’s episode of The Connected Advisor, I speak with [Jeremy Nelson](https://www.linkedin.com/in/jeremy-my-element-wealth/), President at [Element Wealth](https://myelementwealth.com/). In this episode, Jeremy shares his journey from discovering investing as a 10-year-old in Canada to building Mississippi’s fastest-growing RIA. Jeremy discusses merging with Ross and Yerger, prioritizing culture and client relationships, and leveraging technology for growth. He explores AI’s potential to enhance advisory efficiency while maintaining human-centered service. From integrating new team members to fostering client trust, Jeremy highlights the importance of leadership, transparency, and personal connections in driving success. #### **Key Takeaways** **Prioritize Culture and Client Relationships:** Building a strong organizational culture and fostering deep client relationships are fundamental to sustainable growth in financial advising. **Embrace Technology and AI:** Leveraging technology, including AI, can enhance efficiency and client service, but it’s crucial to maintain a human-first approach to preserve personal connections. **Navigate Mergers with Transparency:** When merging firms, clear communication and transparency are vital to integrate teams effectively and maintain trust with clients. **Invest in Leadership Development:** Developing leadership skills within the team ensures adaptability and resilience, enabling the firm to navigate industry changes successfully. **Balance Innovation with Personalization:** While adopting new technologies is important, ensuring that client interactions remain personalized and human-centric is key to differentiating your advisory services. #### **Quotes** “I think AI is going to become a massive productivity tool that we’re going to be able to leverage and we’re just  scratching the surface.” ~ [Jeremy Nelson](https://www.linkedin.com/in/jeremy-my-element-wealth/) “ The only way to be efficient is technology, right? And by putting that at the center of our  business, operationally, it enables us to handle more and more clients.” ~ [Jeremy Nelson](https://www.linkedin.com/in/jeremy-my-element-wealth/) “When you do a good job with your clients—when you connect with them on a personal basis, when you understand where they are in life, what they’re trying to achieve— you’re working together in a partnership. They’re going to be really willing to refer you because they like you.” ~ [Jeremy Nelson](https://www.linkedin.com/in/jeremy-my-element-wealth/) #### **Links** [Jeremy Nelson](https://www.linkedin.com/in/jeremy-my-element-wealth/) [Element Wealth](https://myelementwealth.com/) [Legg Mason](https://en.wikipedia.org/wiki/Legg_Mason) [Nintendo](https://www.nintendo.com/) [Ross and Yerger](https://www.rossandyerger.com/) [Juli-Ann Marquette](https://www.linkedin.com/in/juli-ann-my-element-wealth/) [Principles for Dealing with the Changing World Order by Ray Dalio](https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276) [The Psychology of Money by Morgan Housel](https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681) #### **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/watch?v=wJYxKvOAPI4) **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](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Jeremy Nelson***President, Element Wealth*](https://www.milemarker.co/podcast/guests/jeremy-nelson) 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. 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. 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. 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)