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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
Intersecting Wealth
Ultra High Net Worth
Data Integration
CRM

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

PublishesWeeklyEpisodes152Founded3 years ago
Number of ListenersCategories
BusinessMarketingInvesting

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Artwork for Next Mile

Latest Episodes

Episode 151: This week, Kyle Van Pelt talks with Eric Amar, Founder & CEO of Accelerated Wealth Partners, about the shifting dynamics between massive corporate firms and independent boutique RIAs. He discusses the balance between scale and personaliz... more

YouTube

Episode 150: This week, Kyle Van Pelt talks with Kathy Longo, President & Founder at Flourish Wealth Management. Kathy has a remarkable talent for distilling complex financial concepts into simple, easily digestible concepts. She built Flourish Wealt... more

YouTube

Episode 149: This week, Kyle Van Pelt talks with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management.  Ben is the author of five books on investing, including his newest, Risk and Reward. He's the creator of the blog... more

YouTube

Episode 148: This week, Kyle Van Pelt talks with Dan Johnson, Senior Managing Director and Head of Wealth Management Practice at F2 Strategy. Dan is an industry leader in portfolio management systems implementation, investment performance conversions... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
Sean Meighan
Head of RIA Distribution at Envestnet
Envestnet
Episode: How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan
Vibh Arya
Head of Strategic Relationship Management at Envestnet in the RIA channel
Envestnet
Episode: How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan
Aaron Wormus
CTO of SMArtX Advisory Solutions; Vice Commodore of the Palm Beach Sailing Club
SMArtX Advisory Solutions
Episode: The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus
Tim Gavin
Chief Strategy and Chief Compliance Officer at MCF
MCF
Episode: The Difference Between Growing Fast and Growing Well with Tim Gavin

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.

Talking Points

Recent interactions between the hosts and their guests.

How Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany Irving
Q: What was Tiffany's money moment that led her to wealth management?
She describes a gradual path starting in banking and rising through roles and designations, fueled by witnessing how advisors helped clients and a desire to create opportunities for her family, rather than a single defining moment.
Inside the Growth Engines of America's Top RIAs with Ian Wenik
Q: Do you expect inorganic growth to continue at the same pace, or will it slow as deal sizes rise?
The expectation is that big, high-multiple deals may slow, opening opportunities for mid-sized firms to consolidate, while the overall trend will hinge on PE availability and market conditions.
Inside the Growth Engines of America's Top RIAs with Ian Wenik
Q: What are the common themes among the fastest-growing RIAs?
Common themes include strong niches, reliance on capital backing and acquisitions, efficient growth strategies through training and referrals, and the ability to integrate acquisitions smoothly.
Inside the Growth Engines of America's Top RIAs with Ian Wenik
Q: For you, how did you end up covering the RIA/financial services beat?
Ian discusses his transition from sports journalism to business reporting, his early experiences breaking stories, and how a network of relationships and a push into financial services steered him toward Citywire.
Turning Complexity into Opportunities: Inside Holistiplan's Tax Planning Program with Torie Happe
Q: What was the money moment that led you to where you are today?
Torie describes a non-traditional path into finance, pivoting from politics and a lapsed interest in lobbying to accounting, and finally embracing tech-enabled finance to help people make their money work harder, with a strong emphasis on math, budgeting, and finding a niche in fintech.

Audience Metrics

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

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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 subscribers and views does Next Mile have?

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Which podcasts are similar to Next Mile?

These podcasts share a similar audience with Next Mile:

1. The Perfect RIA
2. Barron's Advisor
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. WealthTech Today
5. Animal Spirits Podcast

How many episodes of Next Mile are there?

Next Mile launched 3 years ago and published 152 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?

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What guests have appeared on Next Mile?

Recent guests on Next Mile include:

1. Eric Amar
2. Kathy Longo
3. Ben Carlson
4. Dan Johnson
5. Pat Kelly
6. Sean Meighan
7. Vibh Arya
8. Aaron Wormus

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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