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Next Mile

Milemarker
Artificial Intelligence
Wealth Management
Milemarker
RIA
Wealth Management Industry
Tax Planning
Content Marketing
Private Markets
SPACE Framework
Succession
Spiegelman Wealth Management
Composition Wealth
Altruist
Mergers and Acquisitions
Accelerated Wealth Partners
Flourish Wealth Management
Founders Financial
Client Experience
Intersecting Wealth
Ultra High Net Worth

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

PublishesWeeklyEpisodes158Founded3 years ago
Number of ListenersCategories
MarketingBusinessInvesting

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Artwork for Next Mile

Latest Episodes

Episode 157: This week, Kyle Van Pelt talks with Libby Buckley, Director of Wealth

Administration & Marketing at Parable Wealth Partners. Libby leads the firm's client experience and team culture, bridges connections between clients, partner busines... more

Episode 156: This week, Kyle Van Pelt talks with Ian Wenik, Editor at Citywire. Ian covers the independent wealth management industry with a focus on RIAs, mergers and acquisitions, advisor technology, and the business forces reshaping financial advi... more

YouTube

Episode 155: This week, Kyle Van Pelt talks with Julie Littlechild, Founder and CEO at Absolute Engagement. Julie is a recognized leader in client engagement, investor behavior, and referral growth. Through years of advisor and investor research, she... more

YouTube

Episode 154: This week, Kyle Van Pelt talks with Jason Borek, Chief Growth Officer at The Pinnacle Group. Jason has extensive experience in the financial services industry, with a focus on distribution and sales. At The Pinnacle Group, he is responsi... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
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Number of Listeners
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Recent Guests

Julie Littlechild
Founder and CEO of Absolute Engagement
Absolute Engagement
Episode: How Behavioral Data Creates Better Client Relationships with Julie Littlechild
Jason Borek
Chief Growth Officer at The Pinnacle Group
The Pinnacle Group
Episode: Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek
Brett Bernstein
Founder and CEO of XML Financial Group
XML Financial Group
Episode: How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein
Michael Vedder
Senior Vice President of Marketing and Enterprise Resources
NorthRock Partners
Episode: The Human Side of Scaling Great Advisory Firms
Eric Amar
Founder and CEO of Accelerated Wealth Partners
Accelerated Wealth Partners
Episode: How Independent Advisors Can Thrive in A World of Mega Firms with Eric Amar
Kathy Longo
Founder of Flourish Wealth Management
Flourish Wealth Management
Episode: From Big Firms to RIA Success: Lessons in Leadership, Operations, & Growth with Kathy Longo
Ben Carlson
Director of Institutional Asset Management
Ritholtz Wealth
Episode: How Content Drives Growth, Trust, and Client Acquisition with Ben Carlson
Dan Johnson
Managing Director at F2 Strategy
F2 Strategy
Episode: How to Build a Scalable Firm Without Tech Overload with Dan Johnson
Pat Kelly
Co-founder and CEO of Signal Advisors
Signal Advisors
Episode: The Hidden Economics Behind High-Growth Advisory Firms with Patrick Kelly

Host

Kyle Van Pelt
Host of Next Mile, focused on bringing together people and technology shaping wealth management.

Reviews

5.0 out of 5 stars from 29 ratings
  • Very informative

    This was a fun podcast to do and I learned a lot from speaking with Kyle! Follow this podcast and you will definitely pick up some nuggets of wisdom!

    Apple Podcasts
    5
    CK UWP
    United Statesa year ago
  • Very informative!

    Thanks, I enjoy every week hearing how folks get into the industry and best RIA practices!

    Apple Podcasts
    5
    9876540
    United Statesa year ago
  • I listen every week!

    I listen every week and enjoy hearing how different people end up in and excelling in the wealth management space!

    Apple Podcasts
    5
    Yjbdfjb
    United Statesa year ago
  • Some of the best conversations in wealth management

    Really love the quality of guests and depth of detail. Bravo.

    Apple Podcasts
    5
    JudMackrill
    United Statesa year ago
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Episodes are seen as highly relevant for running modern wealth-management businesses and optimizing data and AI adoption.
The host and guests are consistently described as credible with high-quality, industry-relevant insights.
Listeners praise depth of guests and practical takeaways for wealth management.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How Behavioral Data Creates Better Client Relationships with Julie Littlechild
Q: How can advisors leverage confidence and concern indices to improve client conversations?
By using these indices to trigger tailored conversations and support, advisors can address what clients are worried about or confident about, leading to more engaging and personalized interactions and potential referrals.
The Myth of Independence in Financial Advice with Brad Shepherd
Q: So for you, what was that money moment that led you to sitting in the chair you're in right now?
Brad describes meeting his mentor and then being invited to join Founders Financial, which became the pivotal money moment that redirected his career from a bank role to leading Founders and shaping its advisor-centric, interdependent model.
The Four Pillars of Generational Wealth Planning with Steve Reder
Q: Why bring tax and estate planning in-house instead of relying on external partners?
In-house teams enable tighter integration into the planning process, better collaboration across the advisor, and a more seamless client experience, particularly around timing and accessibility for clients' needs.
The Four Pillars of Generational Wealth Planning with Steve Reder
Q: What do you mean by calling your firm a 'boutique firm of consequence' and how does that translate to client service?
A boutique firm of consequence means highly personalized, white-glove service with the resources to deliver comprehensive solutions, especially through an integrated four-pillar framework that addresses planning, investments, taxes, and estate considerations.
The Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go Independent
Q: Why did you choose the outsourcing route with RIA Innovations instead of building a single all-in-one platform?
She preferred offering choice and flexibility over a one-size-fits-all platform, allowing advisors to select which core tools to use while providing back-office and compliance support as needed, thereby avoiding bureaucracy and keeping advisors independent.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
Location
Interests
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Household Income
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Frequently Asked Questions About Next Mile

What is Next Mile about and what kind of topics does it cover?

A market-focused show exploring how technology and people reshape wealth management. Episodes consistently dissect data strategy, AI adoption, product development, and client experience, with guests ranging from CTOs and product leaders to firm-builders and growth strategists. The conversations tend to balance practical, hands-on guidance with big-picture tech trends, emphasizing data governance, unified platforms, and human-centered advisory models. A standout trait is the willingness to explore how data ownership, AI-enabled workflows, and vendor ecosystems intersect to drive firm growth, scalability, and improved client outcomes. This makes it useful for professionals evaluating tech partners, data architectures, and operational playbook... more

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How many listeners does Next Mile get?

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How many subscribers and views does Next Mile have?

To see how many followers or subscribers Next Mile has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Next Mile?

These podcasts share a similar audience with Next Mile:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Barron's Advisor
3. RIA Edge
4. The Psychology of Money with Morgan Housel
5. RIA+

How many episodes of Next Mile are there?

Next Mile launched 3 years ago and published 158 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Next Mile?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Next Mile?

Recent guests on Next Mile include:

1. Julie Littlechild
2. Jason Borek
3. Brett Bernstein
4. Michael Vedder
5. Eric Amar
6. Kathy Longo
7. Ben Carlson
8. Dan Johnson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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