--- title: "Owning Your Data: The Future of Wealth Management" description: "In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data…" url: https://www.milemarker.co/podcast/owning-your-data-the-future-of-wealth-management updated: 2024-12-31 --- [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 74 · Dec 31, 2024 · 25 min # Owning Your Data: The Future of Wealth Management [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring Mike Prior, Brian Preston, Mark DeLotto, and Chrissy Lee. In this episode: - (00:00) - Intro - (00:52) - Mike Prior on the importance of a modern approach to technology. - (04:37) - Brian Preston on how to build organic growth by being on the front edge of technology. - (07:00) - Mark DeLotto on the criticalness of data in all aspects of building a firm. - (12:00) - Chrissy Lee on how technology is the secret to exceptional operations. **Links** - [Mike Prior on LinkedIn](https://www.linkedin.com/in/mprior/) - [Priority Financial Group](https://www.pfgteam.com/) - [Brian Preston on LinkedIn](https://www.linkedin.com/in/moneyguy/) - [Abound Wealth](https://aboundwealth.com/) - [Mark DeLotto on LinkedIn](https://www.linkedin.com/in/mark-delotto-2a42044/) - [Simon Quick Advisors](https://simonquickadvisors.com/) - [Chrissy Lee on LinkedIn](https://www.linkedin.com/in/chrissy-lee-2420106b) - [Merit Financial Advisors](https://www.meritfinancialadvisors.com/) **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/6PXqEJXVAN24pXAahaU1mJ?si=380681ed985e4edd&utm_source=newsletter.milemarker.co&utm_medium=newseletter&utm_campaign=owning-your-data-the-future-of-wealth-management&_bhlid=91e40f6abe6cb6dd5d845505e67e9fb74ce8d7a5&nd=1&dlsi=91752a88f54848ca) ## Episode 074 In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring [Mike Prior](https://www.linkedin.com/in/mprior/), [Brian Preston](https://www.linkedin.com/in/moneyguy/), [Mark DeLotto](https://www.linkedin.com/in/mark-delotto-2a42044/), and [Chrissy Lee](https://www.linkedin.com/in/chrissy-lee-2420106b). **In this episode:** (00:00) - Intro (00:52) - [Mike Prior](https://www.linkedin.com/in/mprior/) on the importance of a modern approach to technology. (04:37) - [Brian Preston](https://www.linkedin.com/in/moneyguy/) on how to build organic growth by being on the front edge of technology. (07:00) - [Mark DeLotto](https://www.linkedin.com/in/mark-delotto-2a42044/) on  the criticalness of data in all aspects of building a firm. (12:00) - [Chrissy Lee](https://www.linkedin.com/in/chrissy-lee-2420106b) on how technology is the secret to exceptional operations. #### **Links** [Mike Prior on LinkedIn](https://www.linkedin.com/in/mprior/) [Priority Financial Group](https://www.pfgteam.com/) [Brian Preston on LinkedIn](https://www.linkedin.com/in/moneyguy/) [Abound Wealth](https://aboundwealth.com/) [Mark DeLotto on LinkedIn](https://www.linkedin.com/in/mark-delotto-2a42044/) [Simon Quick Advisors](https://simonquickadvisors.com/) [Chrissy Lee on LinkedIn](https://www.linkedin.com/in/chrissy-lee-2420106b) [Merit Financial Advisors](https://www.meritfinancialadvisors.com/) #### **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://youtu.be/YriPREssKFo) **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 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. 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