🎙️ We help financial services and fintech companies grow through podcasting!
Joined June 2021
- Tweets 923
- Following 147
- Followers 102
- Likes 94
449 Photos and videos
1 Mar 2024
"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: open.spotify.com/show/0Lw8kH…
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1 Mar 2024
"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: open.spotify.com/show/63PrWj…
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29 Feb 2024
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.
open.spotify.com/show/0Lw8kH…
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29 Feb 2024
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: open.spotify.com/show/63PrWj…
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28 Feb 2024
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: open.spotify.com/show/0Lw8kH…
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28 Feb 2024
NEW episode of @mammothfintech's Alternative Universe Podcast: Creating a Michelin-Star Client Experience with @KyleVanPelt, CEO at @milemarkerco
Full episode: open.spotify.com/show/63PrWj…
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27 Feb 2024
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: open.spotify.com/show/0Lw8kH…
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27 Feb 2024
On this week's episode of @mammothfintech's Alternative Universe Podcast, Steve Zuschin talks with @KyleVanPelt, CEO at @milemarkerco.
Tune in: open.spotify.com/show/63PrWj…
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23 Feb 2024
"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: open.spotify.com/show/0Lw8kH…
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23 Feb 2024
"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: open.spotify.com/show/63PrWj…
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22 Feb 2024
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: open.spotify.com/show/0Lw8kH…
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22 Feb 2024
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: open.spotify.com/show/63PrWj…
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21 Feb 2024
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: open.spotify.com/show/0Lw8kH…
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21 Feb 2024
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: open.spotify.com/show/63PrWj…
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20 Feb 2024
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: open.spotify.com/show/0Lw8kH…
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20 Feb 2024
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: open.spotify.com/show/63PrWj…
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16 Feb 2024
"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: open.spotify.com/show/0Lw8kH…
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16 Feb 2024
"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: open.spotify.com/show/63PrWj…
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15 Feb 2024
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: open.spotify.com/show/0Lw8kH…
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15 Feb 2024
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: open.spotify.com/show/63PrWj…
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