Next Mile

Ever wonder how a seventh-grade love for architecture could inform a successful career in finance? In today's episode of Connected, we talk with Adam Holt, CEO of Asset-Map, about his passion for architecture and how it has influenced his approach to financial planning, as well as insights on connecting with people around shared values and common interests. We talk about the growth of Asset-Map, t...

The power of building genuine relationships in wealth management is significant. But this kind of approach takes time, and many advisors already struggle with a lack of margin. How can advisors create the space to develop meaningful relationships while also delivering the best outcomes for their clients? In this episode of Connected, we talk with Steve Zuschin, Chief Revenue Officer at Mammoth. St...

Connected is a new podcast from Milemarker about the people and technologies shaping and building the wealth management industry. More people than ever are searching for great financial advice and more firms than ever are trying to figure out how to scale their operations to serve those searching for their advice. We believe that better-connected technology provides the space for better-connected...