Saw too many friends to mention at WealthStack to bring up. So I’ll just say this. Our industry is the best. I’m thankful for the amazing humans I know because of it and I’m looking forward to the future of our industry.

CEO of Milemarker, KVP, assured attendees at the WealthStack conference they shouldn't be expected to run their firms and have the responsibilities and knowledge of a CTO. "You should be advisors," he said. #WMEDGE wealthmanagement.com/wealthstack/ri…

The New Connected issue is dropping shortly. Talking about exponential ideas in wealth management, why Brian Portnoy and Diana Cabrices are on to something an interview with @brad_johnson and more. Grab your copy: newsletter.milemarker.co/subscribe

This week I talk about how the fastest-growing companies are the fastest-changing companies, how creative destruction impacts our industry and the launch of the anti-social network 👇 newsletter.milemarker.co/subscribe?ref=…

Ever wonder how a seventh-grade love for architecture could inform a successful career in finance? Tune into the latest episode of our Connected Podcast to hear KVP talk with Adam Holt, CEO of Asset-Map! Full episode: open.spotify.com/episode/70DXeJ…

You don’t want to miss this one!

A new episode of our Connected Podcast is LIVE today! Shannon Rosic, Director of WealthStack Content and Solutions for Informa Plc, shares her top six rules for building better connections. Join your host, KVP, & listen here: open.spotify.com/episode/3DCJWw…

I had a wide-ranging conversation with industry heavyweights KVP & Jud Mackrill 🏴‍☠️ for their new Milemarker podcast. We discussed everything from RIA technology to Van Halen to Jack Black! Listen here: open.spotify.com/episode/6o6Sxx…

I had a wide-ranging conversation with industry heavyweights KVP & Jud Mackrill 🏴‍☠️ for their new Milemarker podcast. We discussed everything from RIA technology to Van Halen to Jack Black! Listen here: open.spotify.com/episode/6o6Sxx…

On this week’s episode of our Connected Podcast, KVP talks with Daniel Crosby, Chief Behavioral Officer at Orion WealthTech, about how behavioral finance can help advisors provide better advice & improve client outcomes. Tune in now: open.spotify.com/episode/7bwzti…

If you’re still hanging out after #FISummit later and want to come hang out at a cool spot - sign up here 👇🏻

A new episode of our Connected Podcast is LIVE! The Keys to Successful M&A in Wealth Management with Matt Brinker, Managing Partner at Merchant Join your host, KVP, & listen here: open.spotify.com/episode/1R4VHZ…

Phillies should have swept the Dbacks. Instead we have snatched defeat from the jaws of victory two nights in a row. Pain.

Prettttyyy sick and tired of Alek Thomas. #NLCS

Next Wednesday, November 1 @ 1pm EST, KVP and Jud Mackrill will be cohosting a workshop alongside guest John Wernz, Executive in Residence at Great Hill Partners, to talk through how you can achieve organic growth in 2024. Save your seat now: lu.ma/4c8u9xgf

Turncast Milemarker KVP Kyle is a super interviewer - we covered a lot of wealth issues- We also covered horror movies, golf, politics and other issues that informed my worldview.

linkedin.com/pulse/empathy-…

lacey shrum is one of my absolute favorites and what she has been building over at Smart Kx is nothing short of amazing. She not only is one of the best CEO in our industry she’s also my go to for learning to be a Texan. Adding this to my podcasting playlist.

What the committee should have done: Announced an immediate change to the playoff format to incorporate 6 teams this year. They just got it wrong. Got it wrong last year too. 12 team playoff can’t come soon enough.

Breaking: Santa has permanently put all CFP committee members on the naughty list.