Featured Videos

Technology is advancing. AI tools are everywhere. Automation is accelerating. But is that enough to build a lasting advisory firm? Jennifer Goldman, Founder of My Virtual COO, explains why firms must invest in critical thinkers — empathetic, confident team members who can make strategic decisions beyond what any system can automate. If you want your firm to scale… and your legacy to last beyond you… the real question isn’t what tools you’re using. It’s who you’re developing. Are you building a smarter tech stack — or a smarter team? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Why Advisory Firms Need Critical Thinkers to Scale
What separates a task manager from a true operator? Constellation thinking. In this episode of Next Mile, Jennifer Goldman, Founder of My Virtual COO, explains why real integrators think beyond the task at hand. When you change one automation, who does it impact? If your firm grows by 20%, what breaks first? If roles shift, how does that affect team structure? Scaling an advisory firm requires more than execution. It requires understanding the ripple effects across the entire business. Are you making changes… or thinking through their consequences? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Unlock the Secrets of a True Business Operator!
What if better data didn’t create distance — but deeper connection? In this episode of Next Mile, Jennifer Goldman, Founder of My Virtual COO, explains why pulling your data together — and using it effectively — enables advisory firms to create more meaningful client touchpoints, stronger advisor alignment, and smarter strategic decisions. Data clarity isn’t about dashboards for the sake of dashboards. It’s about connection, confidence, and leadership. Are your systems helping you engage more deeply with clients and teams… or just adding complexity? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
How Data Clarity Strengthens Client Relationships in Advisory Firms
Why constellation thinking, clean data, and strong systems drive scalable advisory firms In this episode of Next Mile, host Kyle Van Pelt sits down with Jennifer Goldman, Founder and Strategic Operations Transformer at My Virtual COO, to unpack what it really takes to run a profitable, scalable advisory firm. Jennifer shares how great operators think in systems, navigate the messy middle of firm growth, and make tough profitability decisions. She dives into constellation thinking, building operational leaders, the emotional crossroads firms face as they scale, and why technology and AI still require human ownership to truly drive impact. 👉 What You’ll Learn in This Episode: • What separates great operators from reactive managers. • How “constellation thinking” connects people, process, tech, and profitability. • Why progress beats perfection when scaling a firm. • When firms should build a platform vs. join one. • Why clean data and strong systems still require human accountability. 🔥 Key Highlights: • [03:33] Jen’s money moment and path into operations leadership. • [06:39] What it takes to be a great operator. • [08:55] How constellation thinking works in advisory firms. • [14:42] Profitability challenges in the growth journey. • [21:42] How Jen uses AI in operations today. • [27:27] Why clean CRM data is essential for scaling. • [39:53] Jen’s outlook on the future of financial services. ✨ Why Watch? This episode is essential for advisors and firm leaders navigating growth pains. Jennifer offers a practical framework for scaling operations, improving profitability, and building resilient systems—without losing creativity and flexibility. 📌 Quotes That Resonate: 🗨️ “Your data is so important. It’s telling you stories. If you don’t keep it clean, it’s not going to tell you what you need to do next.” ~ Jennifer Goldman 🗨️ “Businesses cannot scale unless they’re constantly and continuously improving.” ~ Jennifer Goldman 🗨️ “Clarity around data allows you to have more touch with clients and teams.” ~ Jennifer Goldman 🎥 More Episodes: Explore more conversations with industry leaders shaping the future of advisory firms at milemarker.co. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
How Great Operators Turn Complexity into Growth with Jennifer Goldman
AI note takers are everywhere in wealth management. But can they actually replace your CRM? In this episode, Jennifer Goldman, Founder of My Virtual COO, breaks down the difference between capturing notes and running a business. AI can listen to meetings — internal and external — but can it truly prioritize, organize, and drive execution across your firm? If your CRM keeps evolving, does AI replace it… or does it need something stronger behind it? This conversation explores the future of advisor tech stacks, CRM systems, AI integration, and what firms should really be focusing on.
Can AI Note Takers Replace Your CRM? The Truth Advisors Need to Hear
Leadership isn’t about making everyone happy. In wealth management, tough decisions often spark disagreement — and that’s okay. In this episode, Andrew Evans, CEO of Rossby, shares insights on: Making strategic decisions even when some disagree Choosing the right tech stack for your firm How to lead without trying to satisfy everyone If you can’t please everyone, how do you determine what’s best for your firm? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Leadership Isn’t About Pleasing Everyone | Andrew Evans on Tough Decisions | Next Mile
Patience is hard. But it’s what allows vision to turn into real industry disruption. In this episode, Andrew Evans, CEO of Rossby, reflects on the process of building something radically different in wealth management. Learn how steady iteration, strategic patience, and a long-term mindset can transform ideas into true market disruption. Are you building for speed — or for lasting impact? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Patience as a Strategy: Building Disruption in Wealth Management | Andrew Evans | Next Mile
Everyone keeps talking about fee compression like it’s inevitable. But what if the real problem isn’t shrinking fees… it’s shrinking clarity? Andrew Evans, Chief Executive Officer of Rossby, challenges one of the most repeated narratives in wealth management — and calls it what it is. Are firms actually being squeezed? Or are they mismanaging value, structure, and strategy? If your leadership team is using “fee compression” as the explanation for everything, it might be time to ask a harder question. What’s really driving margin pressure in your firm? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Is Fee Compression a Myth? | Andrew Evans
💡Designing better businesses through creativity, systems, and intentional growth 💡 In this episode of Next Mile, host Kyle Van Pelt sits down with Andrew Evans, Chief Executive Officer of Rossby, to explore how creativity, design thinking, and repeatable systems can reshape the future of financial services. Andrew shares his unconventional journey from musical theater to financial advising, the parallels between creative careers and entrepreneurship, and why simple, repeatable processes beat flashy marketing plans. He also explains how thoughtful design in technology and operations can dramatically improve advisor and client experiences. 👉 What You’ll Learn in This Episode: • Why creativity is a competitive advantage in financial leadership. • How repeatable systems drive scalable growth. • Why “less but better” is the future of advisor tech and operations. • How thoughtful design reduces friction and increases productivity. • Where the best business ideas really come from (hint: not the stage). 🔥 Key Highlights: • [01:39] Andrew’s money moment and early career journey. • [07:07] How he built his initial book of business. • [13:07] Redefining conferences with The Unconference concept. • [25:04] The “less but better” philosophy in business and tech. • [28:39] Designing intuitive systems and reducing operational friction. • [32:22] Creativity, patience, and building differently in financial services. ✨ Why Watch? This episode is a must-listen for advisors and leaders who want to build scalable, intuitive firms without overcomplicating their tech and operations. Andrew’s creative approach offers a fresh framework for growth, efficiency, and better client experiences. 📌 Quotes That Resonate: 🗨️ “Nobody gains great ideas by sitting there and being lectured at. The best stuff happens in the conversations on the edges.” ~ Andrew Evans 🗨️ “Design for the firm’s data integrity first, then let people pick their tools.” ~ Andrew Evans 🗨️ “Focus on where your practice’s source of truth is—that’s where you really need your agent.” ~ Andrew Evans 🎥 More Episodes: Explore more conversations with industry leaders shaping the future of advice at milemarker.co. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
How Creativity Fuels Better Financial Leadership with Andrew Evans
AI adoption is no longer optional. It’s operational. In this episode, Andrew Evans, Chief Executive Officer of Rossby, shares his perspective on where the industry is heading — and why firms that fail to embrace AI risk falling behind. But this isn’t about AI replacing humans. It’s about reshaping the operating model. The real shift? How businesses structure talent in an AI-driven world. If AI handles the heavy lifting and humans focus on high-level thinking, what does your firm look like three years from now? 📅 Full episode releases Feb 17 🔔 Subscribe for more conversations on data, wealth management, and the future of the industry #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
AI Won’t Replace You | Andrew Evans, CEO of Rossby
Everyone talks about the generational wealth transfer. But what if the bigger shift is happening between advisors? In this episode of Next Mile, Joe Moss, Founder of AdvisorTechBook, shares why the next major AUM movement won’t just be from older clients to younger heirs. It may be from advisors who resist change to those actively building relationships, personal brands, and modern tech-enabled firms. As expectations evolve, assets won’t remain evenly distributed. They’ll flow toward advisors who are visible, engaged, and relentlessly focused on delivering value. The real question isn’t whether wealth will transfer. It’s whether you’ll be on the receiving end. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
The Next Wealth Transfer: From Stagnant Advisors to Growth Builders
What’s the real difference between an audience and a community—and why does it matter for organic growth? In this episode of Next Mile, Joe Moss, Founder of AdvisorTechBook, explains why many advisors struggle with referrals. Joe breaks down why referrals naturally grow from strong client relationships—and why every advisor should focus on building community, not just content. If your growth depends on referrals, are you building an audience… or a community? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Audience vs Community | Joe Moss
AI note-taking is just the beginning. What happens when one AI agent can handle tax planning, estate planning, CRM, and investment management—inside a single system? Joe Moss, Founder of AdvisorTechBook, explains why some AI companies are chasing massive valuations and why it’s not about one feature or vertical—it’s about owning the entire advisory map. If that future is closer than we think, what role is left for advisors who don’t adapt? 🎧 Listen on Spotify 📩 Subscribe for more conversations on advisor technology, AI, and the future of wealth management. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Why AI Agents Are Aiming to Replace the Entire Advisory Tech Stack | Joe Moss
How relationships, personal brand, and clarity win in an AI-driven world In this episode of Next Mile, host Kyle Van Pelt sits down with Joe Moss, Writer & Community Builder at AdvisorTechBook, to explore why the future of financial advice isn’t about having more technology—it’s about using the right technology to elevate human connection. Joe shares his perspective on simplifying tech stacks, evaluating AI without hype, and why personal branding and storytelling are becoming essential growth levers for advisors. As AI commoditizes technical knowledge, Joe explains how advisors can differentiate by leaning into relationships, community, and intentional leadership. 👉 What You’ll Learn in This Episode: • How advisors should really think about AI and future tech adoption. • Why simplifying your tech stack creates leverage, not limitation. • How personal branding fuels organic growth and talent attraction. • The difference between building an audience and building a community. • Why the advisor’s greatest asset isn’t software—it’s judgment and trust. 🔥 Key Highlights: • [01:26] Joe’s money moment and unconventional path into fintech. • [05:47] How to evaluate AI without chasing every new tool. • [10:16] The Zero Basis Points theory and what it means for advisors. • [12:29] Why data lakes matter for unlocking real AI value. • [18:49] Why advisors must tell their own stories. • [27:35] Audience vs. community—and why it matters. ✨ Why Watch? This episode is essential for advisors who feel overwhelmed by technology but don’t want to fall behind. Joe offers a grounded, human-first framework for growth—one where AI enhances relationships instead of replacing them. 📌 Quotes That Resonate: 🗨️ “The entire value of this industry's proposition is going straight to the human relationship. And AI is going to make humans heroes in everything.” ~ Joe Moss 🗨️ “The answer to organic growth is organic human content—basically building a personal brand.” ~ Joe Moss 🗨️ “Your number one advisor tech is your brain.” ~ Joe Moss 🎥 More Episodes: Explore more conversations with industry thinkers redefining the future of advice at milemarker.co. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Why the Future of Advice Is Less About Tech and More About People with Joe Moss
If AI can generate a financial plan and investment portfolio in seconds, where does that leave financial advisors? In this episode of Next Mile, Joe Moss breaks down how artificial intelligence is reshaping wealth management—and why the real value of advice is no longer the plan itself, but the human relationship behind it. Joe explores how advisors can simplify their tech stacks, use AI without losing authenticity, and build trust, judgment, and connection in an industry where information is becoming commoditized. This conversation challenges the future of advice, personal branding, and what it truly means to be valuable in a world powered by AI. 📅 Full episode available Feb 10 🎧 Subscribe for more conversations on advisor technology, growth, and the future of wealth management. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
If AI Makes Financial Advice Free, What Are Advisors Really Paid For?
Thinking like your client can transform the way you advise. Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, shares how understanding client priorities, concerns, and even family dynamics creates more meaningful financial guidance. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Seeing the Client’s World: Adam Spiegelman
AI in wealth management isn’t all hype—but it’s not all helpful either. In this episode of the Next Mile podcast, Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, shares an honest take on what AI tools get wrong and where they truly deliver value. From meeting documentation to smarter preparation and follow-ups, Adam explains why the best AI solutions don’t replace advisors—they support them. The real question isn’t whether firms should use AI, but how intentionally they use it. Watch the full conversation to hear where AI belongs, where it doesn’t, and what advisors should focus on next. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
AI Call Summary Boost Your Meeting Productivity!
AI is transforming wealth management—but is technology alone enough? Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, shares why the human element remains irreplaceable even as AI becomes a major force in the industry. How do you balance automation with personal insight in financial planning? 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
AI in Wealth Management: Why the Human Element Still Matters | Adam Spiegelman on Next Mile
Why going independent is about service, intentional scale, and human connection In this episode of Next Mile, host Kyle Van Pelt sits down with Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, to explore what it truly means to go independent in today’s advisory landscape. Adam shares his journey from large firms to launching a boutique RIA, revealing how freedom, responsibility, and intentional growth shape a more human-centered client experience. Kyle and Adam discuss the emotional weight of breaking away, the realities of building a custom tech ecosystem, and why maintaining a high-touch service model is a competitive advantage in an increasingly automated world. 👉 What You’ll Learn in This Episode: • The real trade-offs advisors face when going independent. • Why freedom in business also brings greater responsibility. • How thoughtful, relationship-driven service drives long-term success. • The challenges and rewards of building a personalized technology stack. • Why staying intentionally small can be a powerful growth strategy. 🔥 Key Highlights: • [01:32] Adam’s money moment and career beginnings. • [03:18] Navigating industry consolidation and major acquisitions. • [06:07] Lessons learned after launching an independent RIA. • [10:09] Building a custom tech ecosystem from the ground up. • [20:20] What exceptional client service really looks like. • [26:04] Adam’s perspective on the future of wealth management. ✨ Why Watch? This episode is a must-listen for advisors considering independence or seeking to build a more intentional, client-first practice. Adam’s perspective highlights how clarity of purpose, personalized service, and thoughtful scaling can create a sustainable and fulfilling advisory business. 📌 Quotes That Resonate: 🗨️ “I did all this due diligence with one purpose in mind: to scare me out of wanting to go independent. And no one could scare me.” ~ Adam Spiegelman 🗨️ “This business is not just about money and fees—it’s about relationships.” ~ Adam Spiegelman 🗨️ “People want to take more charge of their finances. Gone are the days of pension plans and the government providing all that support.” ~ Adam Spiegelman 🎥 More Episodes: Explore more insights from leading advisors on building meaningful, future-ready firms at milemarker.co. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Forging a Path to Freedom and Independence with Adam Spiegelman
On this week’s episode of Next Mile, Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, shares his journey to independence after 25 years in compliance. He discusses the emotional weight of leaving large firms, why freedom and intentional scale matter in financial services, and how he maintains a human-centric approach in an automated world. 🔔 Subscribe for more insights from leading financial advisors. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast
Going Independent with Adam Spiegelman – Saying No to the Big Check
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