Milemarker

Next Mile

Explore the intersection of people and technology in wealth management with insightful discussions and expert perspectives from industry leaders. Tune in for fresh insights!

Listen on Apple Podcasts

The Myth of Independence in Financial Advice with Brad Shepherd

56 mins • Jul 29, 2025

Recent Episodes

Jul 29, 2025

The Myth of Independence in Financial Advice with Brad Shepherd

56 mins

Jul 22, 2025

The Secret to Scaling Without Losing Your Soul with Carrie Delgott

38 mins

Jul 15, 2025

The Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go Independent

39 mins

Jul 8, 2025

The Secret to Mercer Advisors' 100 Partnerships & Growth-Driven Success with Dave Welling

E100 • 43 mins

Jul 1, 2025

Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer with Brian Shenson

E99 • 53 mins

Language
English
Country
United States
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