AI isn’t here to replace you. It’s here to scale you. Some see AI as a threat. Others see it as an opportunity. Daniel Spurgeon, CFP?, Managing Partner at Commonwealth Financial Services LLC, knows that businesses win by adapting. AI isn’t the enemy—it’s the ultimate efficiency tool. The world keeps changing. The question isn’t if you’ll adapt. It’s how fast. Will you embrace AI or get left behind? ?? Watch the full episode: https://lnkd.in/eEVN4N-9 ?? Listen on Spotify:?https://lnkd.in/e9jYcdxZ
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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If you are attending #RIAEdge in Nashville this session will be can't miss. Kyle Van Pelt, James Cantwell ?? and Dr. Joshua I Wilson, CMT? will be breaking down how growth and technology intersect now and in the future for firms. #WealthTechStack #RIA #WealthManagement #Growth
RIA Technology Simplifier | Helping RIAs & Family Offices Optimize Tech Spend | Operations Efficiency Expert | WealthTech Curator
Excited to announce I'm speaking at RIA Edge Nashville 2025, taking place on April 1-2 at The Four Seasons Hotel, Nashville, TN! I'll be discussing how to achieve "Personalization at Scale" using AI and various technology solutions along with Kyle Van Pelt the Co-Founder of Milemarker and my friend Dr. Joshua I Wilson, CMT? If you're Advisor wishing to attend just DM me or comment below for a complimentary pass to attend and any product or service providers, I can pass along a 20% discount. If you'll be attending, let's connect in Nashville! #RIAEdge Wealth Management EDGE #WealthTechSelect
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Episode 085: In this episode, Kyle Van Pelt talks with Daniel Spurgeon, CFP?, Managing Partner at Commonwealth Financial Services LLC. They discuss building a thriving RIA in a small market, how to overcome the challenge of establishing trust as a young advisor, and how focusing on specific niches can fuel dramatic growth. Daniel also shares the journey of Commonwealth Financial Services LLC from its humble beginnings to becoming one of the two fastest-growing firms in West Virginia, along with the technology strategy that helped scale operations and enhance client service. Catch the full episode now! ?? Watch here: https://lnkd.in/eEVN4N-9 Listen to Spotify:?https://lnkd.in/e9jYcdxZ
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The New York trip is jam-packed but there’s always time to refuel with epic tacos ?? . Jud Mackrill, Kyle Van Pelt, and Kailash Duraiswami are hitting the road, meeting incredible firms, and making things happen—all while enjoying the best bites the city has to offer. #OnTheRoad #NYC #Teamwork #WealthManagement #RIA
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Success isn’t about never failing—it’s about getting back up, again and again. ?? Daniel Spurgeon, CFP?, Managing Partner at Commonwealth Financial Services LLC, shares how resilience, leadership, and persistence shaped his journey in the financial industry. ?? Watch now: https://lnkd.in/eEVN4N-9 ?? Listen on Spotify: https://lnkd.in/e9jYcdxZ
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The team has landed in the Big Apple! ?? Jud Mackrill, Kyle Van Pelt, and Kailash Duraiswami are in New York, diving into exciting conversations about data and the future of wealth management. We caught them with a rare moment of downtime. #WealthManagement #Innovation #NYC #RIA
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?? LIVE NOW! The Connected Advisor Podcast with Daniel Spurgeon, CFP? ?? The Secret to Building Trust in Wealth Management Most advisors focus on what they know, but the real differentiator? How much they care. In this episode, Daniel Spurgeon, CFP?, Managing Partner at Commonwealth Financial Services LLC, shares why going the extra mile—without expecting immediate returns—builds lasting client relationships. What’s one way you’ve built trust with clients or colleagues? Drop your thoughts in the comments! ?? Watch it on YouTube: https://lnkd.in/eEVN4N-9 ?? Tune in on Spotify:?https://lnkd.in/e9jYcdxZ
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Most advisors wait too long to sell. The game is changing, and those who ignore inorganic growth might find themselves left behind. In this episode of The Connected Advisor Podcast, Daniel Spurgeon, CFP?, Managing Partner at Commonwealth Financial Services LLC, shares why RIAs need to rethink their growth strategies. From shifting valuations to industry consolidation, the firms that embrace M&A and strategic expansion will come out ahead. ?? Full episode drops March 18—don’t miss it! ?? Sneak Peek here: https://lnkd.in/eZuHYiib Are you planning for the future—or just hoping for the best? Drop your thoughts in the comments!
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The best firms aren’t afraid to explore new technology. Not every tool will be the right fit. Some won’t deliver the ROI. Others may take time to prove their value. But the willingness to explore and experiment is what separates industry leaders from those left behind. Kylie Felker, President of Foster Victor Wealth Advisors, shares why embracing innovation—even when it means failing—is key to staying ahead. ?? Watch the full conversation here: https://lnkd.in/er9hAi23 ?? Listen on Spotify:?https://lnkd.in/eHWfrz4k How does your firm approach new technology? Do you play it safe or take bold risks? Let us know in the comments! ??
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?? Don’t Just Collect Data—Turn It into Action! ?? Advisors, are you ready to harness the power of your data and drive real results? Join us on March 27th at 2:00 ET for an exclusive Virtual Advisor Workshop featuring: ?? Adam Palmer, VP of Strategic Product Development at Orion ?? Jud Mackrill, Co-Founder of Milemarker ?? Moderated by Jessica Perez These industry leaders will break down how to transform data into powerful, actionable insights that fuel success. ?? Save your spot now! ?? https://lu.ma/dk7u3h2e #AdvisorSuccess #FinTech #DataDriven
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