--- title: "Powering Growth with Technology" description: "In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the best clips discussing the role of technology in the growth of RIAs." url: https://www.milemarker.co/podcast/powering-growth-with-technology updated: 2024-06-18 --- [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 48 · Jun 18, 2024 · 21 min # Powering Growth with Technology [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 Van Pelt brings together some of the best clips discussing the role of technology in the growth of RIAs. Featuring James Bogart, Sammy Azzouz, Melissa Bouchillon, and Justin Steitz, this episode dives into how technology aids in organic growth, client onboarding, building a tech stack around client needs, and managing with limited resources. Learn how these industry leaders leverage technology to provide value and stay competitive in the wealth management space. In this episode: - \[01:47\] - James Bogart on the impact of digitization on lead flow and client referrals. - \[06:11\] - Sammy Azzouz on the tech stack that supports advisors and helps them grow. - \[09:54\] - Melissa Bouchillon on the role of technology in building Sound View Wealth Advisors. - \[13:44\] - Justin Steitz on why credit unions are lagging behind in digital adoption. **Links** - [James Bogart on LinkedIn](https://www.linkedin.com/in/james-bogart-cfp-chfc/) - [Bogart Wealth](https://bogartwealth.com/) - [Sammy Azzouz on LinkedIn](https://www.linkedin.com/in/sammyazzouz/) - [Heritage Financial Services](https://heritagefinancial.net/) - [Melissa Bouchillon on LinkedIn](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0) - [Sound View Wealth Advisors](https://www.svadvice.com/) - [Justin Steitz on LinkedIn](https://www.linkedin.com/in/justin-steitz-63018a36) - [Copper Financial](https://cu.financial/) **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/5YWLmBnJmJFeNASm5rhHSZ?si=06aaf0c5ca7c4aa4) ## Episode 48 In this episode of The Connected Advisor, [Kyle Van Pelt](https://www.linkedin.com/in/kylevanpelt/) brings together some of the best clips discussing the role of technology in the growth of RIAs. Featuring [James Bogart](https://www.linkedin.com/in/james-bogart-cfp-chfc/), [Sammy Azzouz](https://www.linkedin.com/in/sammyazzouz/), [Melissa Bouchillon](https://www.linkedin.com/in/melissa-bouchillon-4b8805b0), and [Justin Steitz](https://www.linkedin.com/in/justin-steitz-63018a36), this episode dives into how technology aids in organic growth, client onboarding, building a tech stack around client needs, and managing with limited resources. Learn how these industry leaders leverage technology to provide value and stay competitive in the wealth management space. **The episode is available now on your favorite podcast platform:** [Apple Podcasts](https://podcasts.apple.com/us/podcast/powering-growth-with-technology/id1691759257?i=1000659362474) [Spotify](https://open.spotify.com/episode/5YWLmBnJmJFeNASm5rhHSZ?si=8fe125aaa9154a16) [YouTube](https://youtu.be/gF9vB_GVkwo) [Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u/episode/MDIxZWRiYTQtMmE3Ni0xMWVmLWE5MWMtY2ZiMWJkZWM5YWM1?sa=X&ved=0CAUQkfYCahcKEwiw1s72puWGAxUAAAAAHQAAAAAQAQ) **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. 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. 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. 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