Milemarker

?? FinTech is transforming wealth management. For years, advisors relied on manual processes and outdated systems—never questioning if there was a better way. But now, technology integrators are changing the game. Kylie Felker, President of Foster Victor Wealth Advisors, shares how automation, AI, and smarter systems are reshaping the industry and why firms that embrace change will come out on top. ?? Watch the full episode: https://lnkd.in/er9hAi23 ?? Listen on Spotify: https://lnkd.in/eHWfrz4k How is your firm leveraging technology to stay ahead? Drop a comment below! ??

Episode 084:? In this episode, Kyle Van Pelt talks with Kylie Felker, President of Foster Victor Wealth Advisors. They discuss leadership, growth, and the intentional steps to building a thriving wealth management firm. From creating a strong team culture to designing a client experience that leaves lasting impressions, Kylie shares the challenges and triumphs of establishing a leadership structure, the importance of meaningful client relationships, and how Foster Victor stands out in a competitive industry. Catch the full episode now! ?? Watch here: https://lnkd.in/er9hAi23 Listen to Spotify:? https://lnkd.in/eHWfrz4k

?? Most firms focus on minimums. Kylie Felker, President of Foster Victor Wealth Advisors, focuses on people. In this episode of The Connected Advisor Podcast, Kylie shares how a relationship-first approach transforms wealth management. Many firms overlook high earners who haven’t yet built significant liquid assets. Kylie and her team take a different approach—helping clients navigate today while building for tomorrow. ? Why financial planning should prioritize long-term relationships ? How to support clients beyond asset gathering ? What makes a client-focused strategy truly impactful ?? Watch now: https://lnkd.in/er9hAi23 ?? Listen on Spotify: https://lnkd.in/eHWfrz4k

Kyle Van Pelt was honored to present at RFG Advisory's Advisor Growth Retreat! Shannon Spotswood, Rick Wedell, Abby S., and Dr. Jordan Hutchison have built and are continuing to build an amazing firm for advisor and client success. We are excited to see the things to come! ??

?? LIVE NOW! The Connected Advisor Podcast with Kylie Felker. Most advisors focus on gathering assets. But at Foster Victor, financial planning isn’t an afterthought—it’s the foundation. In this episode, Kylie Felker, President of Foster Victor Wealth Advisors, shares: ? Why financial planning should come before asset gathering ? How to create a truly client-focused wealth strategy ? The key to building a resilient, long-term financial plan ?? Rethink your approach to wealth management—watch now! ?? Watch it on YouTube: https://lnkd.in/er9hAi23 ?? Tune in on Spotify: https://lnkd.in/eHWfrz4k

Jud Mackrill and Kim Mackrill had the pleasure of speaking to a full house of the best and brightest minds at the College of Charleston ?? and College of Charleston School of Business ??. They were able to share their own professional journeys. We are excited to see what the journey entails for this group!

?? Turn Your Data into Actionable Insights! ?? Since #OrionAscent, we’ve been having nonstop conversations with firms eager to transform their data into real, strategic advantages. Now, we’re bringing those insights straight to you! Join us on Thursday, March 27th at 2:00 PM ET for an exclusive Advisor Workshop featuring Adam Palmer from Orion and Jud Mackrill. They’ll dive into the key actions leading firms are taking to refine their data strategies and drive success. Registration Link: https://lu.ma/dk7u3h2e Moderated by Jessica Perez, this session is a must-attend for those looking to stay ahead in an increasingly data-driven world. ?? Save your spot now and take control of your data strategy! #DataDriven #FinancialAdvisors #Growth

One advisor can’t do it all—but a team can. In this episode of The Connected Advisor Podcast, Kylie Felker, President of Foster Victor Wealth Advisors, breaks down why a collaborative, team-based approach is the key to delivering smarter financial strategies and better client outcomes. Instead of relying on a single point of contact, clients benefit from a network of specialists—ensuring they get the best advice from the right experts every time. ?? Full episode drops March 11—don’t miss it! ?? Sneak Peek here: https://lnkd.in/ebKfid-D

Great Client Service Starts Behind the Scenes Running an RIA isn’t just about investments—it’s about alignment. If ops, compliance, and tech don’t work seamlessly, advisors can’t fully serve their clients. At Concurrent, the mindset is simple: serve the advisor, so they can serve the client. Nate Lenz, Co-Founder & CEO of Concurrent, shares how RIAs can build the right foundation for long-term success. ?? Watch the full conversation here: https://lnkd.in/eJJ6V_hg ?? Listen on Spotify:? https://lnkd.in/e7ZUvh_Y

?? Winning in Wealth Management: Solving the Right Problems Success isn’t just about AUM—it’s about tackling the biggest challenges: ? Closing the Talent Gap – Attract, develop, and retain top advisors. ? Leveraging Technology – Serve clients in smarter, more efficient ways. ? Empowering Entrepreneurs – Provide tools, resources, and support without stripping away independence. Nate Lenz, Co-Founder & CEO of Concurrent, breaks down how to thread the needle between entrepreneurial freedom and scalable success. ?? Watch it on YouTube: https://lnkd.in/eJJ6V_hg ?? Tune in on Spotify: https://lnkd.in/e7ZUvh_Y