Episode 028: In this week’s episode of Milemarker’s The Connected Advisor Podcast, we’re sharing a conversation featuring Scott Klaassen, Managing Director at Milemarker, and Jud Mackrill, Co-Founder at Milemarker and Chief Platform Officer at Mammoth Technology.
For this episode, we pulled the audio from our last Innovation Office Hours session where we answered advisors’ top questions about reporting. Scott & Jud explore the challenges of ensuring accurate, transparent reporting and the complexities involved with alternative investments and multiple custodians.
Get answers to these questions and more:
What measures can be implemented to improve the accuracy of financial transactions?
What are the implications of having multiple custodians?
How do I get the entire firm aligned on data management?
The episode is available now on your favorite podcast platform:
While there, please don’t forget to Download, Like, and Subscribe.
If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.
Kyle Van Pelt
