Next Mile

Next Mile features senior wealth-management leaders and industry voices discussing growth, technology, and leadership in the RIA space. It provides access to decision-makers (CEOs, founders, editors) for fintech/financial-services PR, with frequent guest slots that align with brand storytelling and thought leadership.

114 episodes, Weekly, 5.0 rating

<1k, Male, USA

connect@milemarker.co, milemarker@turncast.com

Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.

Kyle Van Pelt, Jud

Marketing, Business, Investing, Business News, Entrepreneurship, Management, Technology

Executive-level professionals in wealth management, finance technology, or journalism covering the industry

CEOs/Founders of advisory firms; editors of major financial publications; recognized industry leaders; thought leadership

Ian Wenik - Growth Engines Of Top Rias; Organic Growth; M&a; Private Equity; Succession, Kevin Knull - Tax Data For Holistic Advice; Consent/compliance; Cois; Data-driven Growth, Tiffany Irving - Planning And Protecting Wealth For Business Owners; Women In Finance; Tech In Advisory, Michael Batnick - Hiring, Growth, AI, Culture, Client Service, Richard Alt - Fiduciary Duty; Six Types Of Risk; Acquisitions; Technology; AI Limits

wealth management, RIAs, growth strategies, M&A, private equity, technology in advisory, AI in wealth management, fiduciary duty, leadership, COIs