Connected Advisor Podcast Archives - Page 2 of 5 - Milemarker

Episode 060: On this week’s episode of The Connected Advisor, I talk with  Chrissy Lee,  Chief Operating Officer of Merit Financial Advisors. […]

Episode 059: On this week’s episode of The Connected Advisor, I talk with Jeff Casey,  President and Partner at CG Financial Services. […]

Episode 058: On this week’s episode of The Connected Advisor, I talk with Patrick Sweeny,  Chairman and CEO of Apella Wealth and […]

Episode 057: On this week’s episode of The Connected Advisor, I talk with Scott Hanson, Co-Founder and Vice Chair at Allworth Financial. […]

Episode 056: On this week’s episode of The Connected Advisor, I talk with Mike Prior, CEO of Priority Financial Group. With more […]

Episode 055: In this episode of The Connected Advisor, I talk with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors […]

Episode 54:  In this episode of The Connected Advisor, Kyle Van Pelt talks with Ted Bovard, CEO and Founding Partner at Fort […]

Episode 053: In this episode of The Connected Advisor, I talk with Jason Barber, CEO and Co-Founder of Uptick Partners, about how […]

Episode 052: In this episode, I talk with Lori Van Dusen, Founder and CEO of LVW Advisors. An advocate of client-focused strategies, […]

Episode 051: In this episode of The Connected Advisor, Kyle Van Pelt talks with Lisa Crafford, Managing Director & Head of Advisory […]

Episode 050: In this episode of The Connected Advisor, Kyle Van Pelt talks with April Turch, Chief Compliance Officer at Wolf Group […]

Episode 049: In this episode of The Connected Advisor, Kyle Van Pelt talks with Rob Mooney, Managing Partner and CEO of Snowden […]