“It has to start somewhere, it had to start sometime What better place than here, what better time than now” Zach De La Rocha Sharing our thoughts on revolutionizing your business as we slide into the holiday. https://hubs.ly/Q02ZKGWc0
Milemarker
金融服务
Isle of Palms，South Carolina 1,086 位关注者
Streamline Your Integrations, Analytics, and Advisor Experience
关于我们
Fuel your firm's growth trajectory with Milemarker. In the fast-paced realm of wealth management, don't merely navigate the course – emerge as the champion with Milemarker. Milemarker equips you with the tools needed to chart a distinct growth strategy, streamline your technology suite, and empower your firm to harness data, augmenting your worth and informing your next decisive move. Services: Chart Your Course Strategic Consulting Navigate the future of your tech, marketing, data, and long-term growth strategy with a crystal clear vision. Milemarker's strategic consulting provides the compass for your journey. Harness Your Tech Managed Tech Stack In the race to success, your technology is your vehicle. Milemarker fine-tunes your tech stack for maximum efficiency, combining time-tested expertise, structured processes, and your unique business protocols. Amplify Your Data's Impact Fractional Chief Data Officer Unleash the true potential of your data and systems. Our team of expert engineers, data analysts, and data visualization specialists stand ready to turbocharge your data's value. Claim Your Cloud Data Warehouse & Analytics Set up your data pit stop and gain unprecedented access to your data. With Milemarker, you're not just in the cloud - you own it. Efficiency Meets Expansion Advisor Relationship Management Elevate your advisors' engagement with your firm with our customized Advisor Relationship platform. With tailored workflows, content, and dashboards, we offer a streamlined, unified experience that fuels both simplicity and scale. Join the expanding fleet of advisory firms that have already experienced the unmatched advantages of teaming up with Milemarker. Embark on your journey towards advisory mastery and tap into the future of financial advice. Visit us at milemarker.co to learn more and ignite your firm's potential today.
- 网站
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https://www.milemarker.co
Milemarker的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Isle of Palms，South Carolina
- 类型
- 私人持股
- 创立
- 2021
地点
Milemarker员工
动态
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What is the cornerstone of your firm's tech stack? Michael Kitces has some insights from across the industry on which tools firms use to center their business. With so many tools and structures one thing is becoming more clear: You need to be able to centralize all your data or you are going to feel increasingly more fragmentized. https://lnkd.in/e4GwkfpT
CRM software is the cornerstone of many advisors' technology stacks, with nearly half reporting it as their primary hub. However, there is significant variation in what advisors use as their focal point. https://bit.ly/3B6K22y For example, advisors at RIAs are more likely to center their stack around portfolio management systems, while solo advisors and smaller practices often rely on planning software as their main hub. Curious about the technology that independent financial advisors actually use (and like)? Check out last year's Kitces.com Research study on advisor technology in the link ??
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We want to continue our theme of thankfulness by thanking all the wonderful firms we partner with. Every one of them embraces a mission bigger than themselves, and hearing how they are pushing this noble profession forward inspires us as we collaborate. https://lnkd.in/eZZif7BB
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This week we want to share some of the many things we are thankful for. The first thing that makes us who we are is each and every one of our talented team members. Without this amazing team, Milemarker would not be who we are today. Here is a quick reminder from our Co-Founder, Jud Mackrill on why our name is important and what this amazing team is pursuing together. https://lnkd.in/e7NQZJ9M
Why Milemarker?
https://www.youtube.com/
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Join Emily Millsap, CFP? CExP(TM), Manager of Financial Planning at Avantax Wealth Management, as she shares an important insight that will inspire you to build stronger client relationships and make smarter decisions in today’s market. ?? Watch the full conversation here: https://lnkd.in/expPHhgD ?? Listen on Spotify:?https://lnkd.in/eYBRyHHu
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Discover how Emily Millsap, CFP? CExP(TM), Manager of Financial Planning at Avantax Wealth Management, and her team have perfected their process to deliver exceptional client plans! ??? ?? Watch here: https://lnkd.in/expPHhgD ?? Listen on Spotify:?https://lnkd.in/eYBRyHHu
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Episode 069: Emily Millsap, CFP? CExP(TM), Manager of Financial Planning at Avantax Wealth Management, discusses financial therapy and its role in holistic planning. She explains the key differences between traditional financial advice and financial therapy, and how a holistic approach can lead to more effective and sustainable outcomes. Emily also shares the process of managing a centralized planning desk and future trends in the industry. Catch the full episode now! ?? Watch here: https://lnkd.in/expPHhgD Listen to Spotify:?https://lnkd.in/eYBRyHHu
How Data Transformed Avantax's Offering From Advice to Financial Therapy
Milemarker，发布于领英
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Emily Millsap, CFP? CExP(TM), Manager of Financial Planning at Avantax Wealth Management, reveals how technology is enhancing?client relationships of financial planning.? ?? Watch here: https://lnkd.in/expPHhgD ?? Listen on Spotify:?https://lnkd.in/eYBRyHHu
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Our latest episode of The Connected Advisor Podcast featuring Emily Millsap, CFP? CExP(TM), Manager of Financial Planning at Avantax Wealth Management, is now LIVE! ?? Early in her financial services career, Emily discovered her passion for behavioral finance and how our core money beliefs are shaped by generational wealth stories and personal experiences. Join Emily Millsap as she shares insights on how to blend technology with humanistic financial planning. ?? Watch it on YouTube: https://lnkd.in/expPHhgD ?? Tune in on Spotify:?https://lnkd.in/eYBRyHHu
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