Anand Sheth on the Pod, EY’s 2024 Family Office Outlook and Milemarker on the Road
Anand Sheth created Pulse360 to help financial advisors automate and streamline creating client deliverables, including meeting prep agendas, follow-ups, client tasks, and annual summaries.
Rachel Cameron on the Pod, Creating a Michelin-Star Client Experience with KVP and Milemarker on the Road
Rachel Cameron discusses the different types of partnerships and the need to define the relationship clearly.
Lyle Wolberg on the Pod and Milemarker on the Road
Lyle Wolberg discusses the challenges and opportunities in hiring and developing talent.
Brett Bernstein on the Pod, The Promising Future of AI and Milemarker on the Road
Brett Bernstein emphasizes the value that financial advisors bring to clients and the need for firms to adapt to the preferences of younger generations.
Peter Raimondi on the Pod, Video Will Be Everything / OpenAI's Latest Release and Milemarker on the Road
Peter Raimondi highlights the role of technology in wealth management, particularly cybersecurity, and the need for firms to stay updated with modern technology.
James Bogart on the Pod and Milemarker on the Road
James Bogart shares how transitioning to digital platforms helped grow his practice, the challenges of rapid expansion, and the importance of a strong team and culture.
