"What's going to differentiate the firms is how much they can do internally to provide a one-stop solution for the client but still embrace the fiduciary standards." - Lyle Wolberg, @TelemusCapital
@milemarkerco's The Connected Advisor Podcast: https://t.co/q46BNOso88
"There is a difference between advice creation, sitting with a client, hearing them, empathizing with them & creating advice in the concept of a plan & then advice execution." - @KyleVanPelt, @milemarkerco@mammothfintech's Alternative Universe Podcast: https://t.co/buKfhPXZLn
On this week's episode of @milemarkerco's The Connected Advisor Podcast, Lyle Wolberg, CEO, Senior Financial Life Advisor & Partner at @TelemusCapital, shares his thoughts on why hiring and developing talent is crucial in the financial services industry.
https://t.co/q46BNOsVXG
On the latest episode of @mammothfintech's Alternative Universe Podcast, @KyleVanPelt, CEO at @milemarkerco, shares how small firms can compete with big names in the industry.
Join host Steve Zuschin, and listen now: https://t.co/buKfhPXrVP
On the latest episode of @milemarkerco's The Connected Advisor Podcast: The Future of Finance: Building Trust and Embracing Fiduciary Standards with Lyle Wolberg, CEO, Senior Financial Life Advisor & Partner at @TelemusCapital
Listen here: https://t.co/q46BNOsVXG
NEW episode of @mammothfintech's Alternative Universe Podcast: Creating a Michelin-Star Client Experience with @KyleVanPelt, CEO at @milemarkerco
Full episode: https://t.co/buKfhPXrVP
Don't miss this week's episode of @milemarkerco's The Connected Advisor Podcast! @KyleVanPelt is joined by Lyle Wolberg, CEO, Senior Financial Life Advisor & Partner at @TelemusCapital.
Full episode: https://t.co/q46BNOsVXG
On this week's episode of @mammothfintech's Alternative Universe Podcast, Steve Zuschin talks with @KyleVanPelt, CEO at @milemarkerco.
Tune in: https://t.co/buKfhPXrVP
"Other people want to turbocharge their growth but don't have the entrepreneurial spirit, the backing, or the desire to do it on their own." - Brett Bernstein, CEO & Co-Founder at @XMLFinancial@milemarkerco's The Connected Advisor Podcast: https://t.co/q46BNOsVXG
"Timing's everything. The timing of crashes in a commodity business is very important." - @Jstrebeck, Managing Partner at Fortress Energy
@mammothfintech's Alternative Universe Podcast: https://t.co/buKfhPXrVP
On this week's episode of @milemarkerco's The Connected Advisor Podcast, Brett Bernstein, CEO & Co-Founder at @XMLFinancial, shares his thoughts on what the future of financial services will look like.
Join host @KyleVanPelt, and listen now: https://t.co/q46BNOsVXG
On this week's episode of @mammothfintech's Alternative Universe Podcast, @Jstrebeck shares how Fortress Energy continues to thrive in the alternative investment landscape.
Join host Steve Zuschin, and listen now: https://t.co/buKfhPXrVP
NEW episode of @milemarkerco's The Connected Advisor Podcast: The Wealth Management Growth Formula with Brett Bernstein, CEO & Co-Founder at @XMLFinancial
Listen to the full conversation: https://t.co/q46BNOsVXG
NEW episode of @mammothfintech's Alternative Universe Podcast: A Financial Advisor's Journey into Energy Entrepreneurship with @Jstrebeck, Managing Partner at Fortress Energy
Tune in now: https://t.co/buKfhPXZLn
Tune into this week's NEW episode of @milemarkerco's The Connected Advisor Podcast! @KyleVanPelt talks with Brett Bernstein, CEO & Co-Founder at @XMLFinancial.
Listen now: https://t.co/q46BNOsVXG
Don't miss this week's episode of @mammothfintech's Alternative Universe Podcast! This week, Steve Zuschin is joined by @Jstrebeck, Managing Partner at Fortress Energy.
Listen to the full conversation: https://t.co/buKfhPXZLn
"We don't put our clients first. We put our employees first." - Peter Raimondi, Founder & CEO at Dakota Wealth Management
@milemarkerco's The Connected Advisor Podcast: https://t.co/q46BNOsVXG
"Crypto is here to stay. Regulation is expanding and evolving here in the US, and there's a lot of movement going on everywhere." - Cassandra Borchers, @ThompsonHine@mammothfintech's Alternative Universe Podcast: https://t.co/buKfhPXZLn
On this week's episode of @milemarkerco's The Connected Advisor Podcast, Peter Raimondi discusses his approach to building Dakota Wealth Management as an employee-owned company and the benefits of this model.
Tune in now: https://t.co/q46BNOso88
Tune into this week's episode of @mammothfintech's Alternative Universe Podcast to hear Cassandra Borchers share her thoughts on why technological advancements are key in shaping the future of alternative investments.
Listen now: https://t.co/buKfhPXrVP