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

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