Episode 125

In this special New Year's 2025 episode, I’m joined by four standout voices to explore why wealth technology still feels broken—and what actually fixes it.

Jeremy Nelson explains how rising client complexity demands centralized planning and operational tech that can truly scale. Art Ambarik shares how fragmented data and poor transitions create bottlenecks that distract advisors from clients. Kylie Felker shows how efficient systems make room for unreasonable hospitality and deeply human service. And Terry Parham Jr. outlines how impact, efficiency, and effectiveness improve when firms own and streamline their data.

Together, these conversations reveal how better integration—not more tools—is the path forward.

In this episode:

• (00:00) – Intro

• (00:30) – Jeremy Nelson on rising client complexity and why centralized tech is essential for scale

• (03:25) – Art Ambarik on data bottlenecks, advisor transitions, and removing operational friction

• (08:30) – Kylie Felker on using efficient systems to create unreasonable hospitality for clients

• (15:30) – Terry Parham Jr on evaluating wealth tech through impact, efficiency, and effectiveness

Links

• Jeremy on LinkedIn

• Element Wealth

• Art Ambarik on LinkedIn

• Perigon Wealth Management

• Kylie Felker on LinkedIn

• Foster Victor Wealth Advisors

• Terry Parham Jr on LinkedIn

• Innovative Wealth Building

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• YouTube

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.

Kyle Van Pelt