# Next Mile

Page: https://stenobird.com/podcast/next-mile-6421303
Text version: https://stenobird.com/podcast/next-mile-6421303.md
RSS feed: https://feeds.megaphone.fm/con
Official site: https://milemarker.co/
Author: Milemarker
Episodes: 155

## Resource

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

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/next-mile-6421303
Markdown: https://stenobird.com/podcast/next-mile-6421303.md

## Episodes
- [Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek](https://stenobird.com/podcast/next-mile-6421303/why-insurance-is-the-most-overlooked-growth-strategy-in-wealth-management-with-jason-borek) — 2026-07-21T07:00:00+00:00
- [How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein](https://stenobird.com/podcast/next-mile-6421303/how-to-build-a-thriving-independent-wealth-management-firm-with-brett-bernstein) — 2026-07-14T07:00:00+00:00
- [The Human Side of Scaling Great Advisory Firms](https://stenobird.com/podcast/next-mile-6421303/the-human-side-of-scaling-great-advisory-firms) — 2026-07-07T07:00:00+00:00
- [How Independent Advisors Can Thrive in A World of Mega Firms with Eric Amar](https://stenobird.com/podcast/next-mile-6421303/how-independent-advisors-can-thrive-in-a-world-of-mega-firms-with-eric-amar) — 2026-06-30T07:00:00+00:00
- [From Big Firms to RIA Success: Lessons in Leadership, Operations, & Growth with Kathy Longo](https://stenobird.com/podcast/next-mile-6421303/from-big-firms-to-ria-success-lessons-in-leadership-operations-growth-with-kathy-longo) — 2026-06-23T07:00:00+00:00
- [How Content Drives Growth, Trust, and Client Acquisition with Ben Carlson](https://stenobird.com/podcast/next-mile-6421303/how-content-drives-growth-trust-and-client-acquisition-with-ben-carlson) — 2026-06-16T07:00:00+00:00
- [How to Build a Scalable Firm Without Tech Overload with Dan Johnson](https://stenobird.com/podcast/next-mile-6421303/how-to-build-a-scalable-firm-without-tech-overload-with-dan-johnson) — 2026-06-09T07:00:00+00:00
- [The Hidden Economics Behind High-Growth Advisory Firms with Patrick Kelly](https://stenobird.com/podcast/next-mile-6421303/the-hidden-economics-behind-high-growth-advisory-firms-with-patrick-kelly) — 2026-06-02T07:00:00+00:00
- [How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan](https://stenobird.com/podcast/next-mile-6421303/how-modern-rias-can-scale-fast-with-vib-arya-and-sean-meighan) — 2026-05-26T07:00:00+00:00
- [The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus](https://stenobird.com/podcast/next-mile-6421303/the-hidden-infrastructure-powering-modern-advisory-firms-with-aaron-wormus) — 2026-05-19T07:00:00+00:00
- [The Difference Between Growing Fast and Growing Well with Tim Gavin](https://stenobird.com/podcast/next-mile-6421303/the-difference-between-growing-fast-and-growing-well-with-tim-gavin) — 2026-05-12T07:00:00+00:00
- [Growth, Alignment, and the Future of Advisor-Led Wealth Firms with Scott Schwartz](https://stenobird.com/podcast/next-mile-6421303/growth-alignment-and-the-future-of-advisor-led-wealth-firms-with-scott-schwartz) — 2026-05-05T07:00:00+00:00
- [From Scale to Impact: Purpose-Driven Growth in Wealth Management with Nate Angelo](https://stenobird.com/podcast/next-mile-6421303/from-scale-to-impact-purpose-driven-growth-in-wealth-management-with-nate-angelo) — 2026-04-28T07:00:00+00:00
- [How Advisors Can Beat the Biggest Retirement Risk with Erik Brenner](https://stenobird.com/podcast/next-mile-6421303/how-advisors-can-beat-the-biggest-retirement-risk-with-erik-brenner) — 2026-04-21T07:00:00+00:00
- [Serving Clients in Life's Most Difficult Moments with Anne McPhail](https://stenobird.com/podcast/next-mile-6421303/serving-clients-in-life-s-most-difficult-moments-with-anne-mcphail) — 2026-04-14T07:00:00+00:00
- [Best Of: The Hidden Cost of Fragmented Data with Kailash Duraiswami](https://stenobird.com/podcast/next-mile-6421303/best-of-the-hidden-cost-of-fragmented-data-with-kailash-duraiswami) — 2026-04-07T07:00:00+00:00
- [How to Build Deep Client Relationships at Scale with Michael Vedders](https://stenobird.com/podcast/next-mile-6421303/how-to-build-deep-client-relationships-at-scale-with-michael-vedders) — 2026-03-31T07:00:00+00:00
- [How Financial Advisors Can Turn Messy Data into Actionable Results with Verity Larsen](https://stenobird.com/podcast/next-mile-6421303/how-financial-advisors-can-turn-messy-data-into-actionable-results-with-verity-larsen) — 2026-03-24T07:00:00+00:00
- [Bringing Consumer Fintech and Wealth Management Together with Nicole McMullin](https://stenobird.com/podcast/next-mile-6421303/bringing-consumer-fintech-and-wealth-management-together-with-nicole-mcmullin) — 2026-03-17T07:00:00+00:00
- [Relentless, Relevant, and Ready: Orion Ascent Recap with Jessica Perez](https://stenobird.com/podcast/next-mile-6421303/relentless-relevant-and-ready-orion-ascent-recap-with-jessica-perez) — 2026-03-10T07:00:00+00:00
- [Building Resilient Firms in the Age of AI with Chip Kispert](https://stenobird.com/podcast/next-mile-6421303/building-resilient-firms-in-the-age-of-ai-with-chip-kispert) — 2026-03-03T08:00:00+00:00
- [How Great Operators Turn Complexity into Growth with Jennifer Goldman](https://stenobird.com/podcast/next-mile-6421303/how-great-operators-turn-complexity-into-growth-with-jennifer-goldman) — 2026-02-24T08:00:00+00:00
- [How Creativity Fuels Better Financial Leadership with Andrew Evans](https://stenobird.com/podcast/next-mile-6421303/how-creativity-fuels-better-financial-leadership-with-andrew-evans) — 2026-02-17T08:00:00+00:00
- [Why the Future of Advice Is Less About Tech and More About People with Joe Moss](https://stenobird.com/podcast/next-mile-6421303/why-the-future-of-advice-is-less-about-tech-and-more-about-people-with-joe-moss) — 2026-02-10T08:00:00+00:00
- [Forging a Path to Freedom and Independence with Adam Spiegelman](https://stenobird.com/podcast/next-mile-6421303/forging-a-path-to-freedom-and-independence-with-adam-spiegelman) — 2026-02-03T08:00:00+00:00

## Actions

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