Milemarker

Our mission is to unlock innovation across the financial services industry by giving our clients tools to become truly data driven.

09/07/2026

Coming up next on Next Mile…

Selling your advisory firm isn't the end of the story. It might be the beginning of a harder one.

Scott Hanson, Cofounder at Allworth Financial, has navigated private equity, prepared a firm for sale, and experienced what comes after.

He shares what he learned about deal structure, integration, growth, and finding purpose beyond the business.

He also wrote The Private Equity Advantage to help business owners approach succession with greater clarity and intention.

Would you know what comes next if you sold your firm tomorrow?

Watch the full episode releasing Sept8!

🎥 Sneak peek: https://hubs.ly/Q04wLXsQ0

Subscribe to Milemarker for more insights on data, technology, and the future of wealth management.

09/04/2026

What if the best advisors aren’t hired—they’re built?

Joe Schmitz Jr., Founder and CEO at Peak Retirement Planning, explains why the firm invests heavily in developing talent internally.

Peak University is an intense 3-month training program designed to prepare advisors for real client conversations.

For Joe, great advisors aren’t created overnight. They’re developed through training, practice, and coaching.

Would your firm invest this heavily in developing its next generation of advisors?

🎬 Watch the full episode: https://hubs.ly/Q04wh2zk0
🎧 Listen on Spotify: https://hubs.ly/Q04wh58S0

09/03/2026

Want to get better at marketing? Stop watching and start doing.

Joe Schmitz Jr., Founder and CEO at Peak Retirement Planning, Inc. believes success in marketing comes down to one thing: putting in the reps.

You can consume all the content you want, but without taking action, it doesn’t mean much.

His advice? Do the work. Keep showing up.

What’s one marketing lesson you’ve learned by actually doing the work?

🎬 Watch the full discussion: https://hubs.ly/Q04wgvhG0
🎧 Listen on Spotify: https://hubs.ly/Q04wgtVP0

09/02/2026

Marketing changed the way Joe Schmitz Jr., Founder and CEO at Peak Retirement Planning, Inc. thought about growth.

He realized that getting better at marketing wasn’t just about bringing in more clients. It meant bringing on more advisors, reaching more people, and ultimately helping more families get the advice they needed.

In this episode of Next Mile, Joe shares how Peak built its marketing engine through content, YouTube, books, and a clear niche.

Could better marketing help your firm serve more people?

🎬🎙️ Watch the full conversation with Joe Schmitz Jr. on Next Mile: https://hubs.ly/Q04wfDVr0
🎧 Listen on Spotify: https://hubs.ly/Q04wfFrX0

09/01/2026

🎧 New on Next Mile — now live

What if doing less could actually help your RIA grow faster?

Joe Schmitz Jr., Founder and CEO of Peak Retirement Planning, has a simple philosophy: don’t chase every shiny object.

Instead, focus on one or two things that create real value, deliver a strong ROI, and that you genuinely enjoy doing.

But how does that philosophy translate into building a fast-growing RIA?

Joe shares how Peak approaches talent, coaching, marketing, and growth—and why focus has been such an important part of the journey.

What’s one “shiny object” your firm could stop chasing?

🎥 Watch the full episode to hear Joe’s approach to building Peak: https://hubs.ly/Q04w4hHG0
🎧 Listen on Spotify: https://hubs.ly/Q04w4vP00

08/31/2026

Coming up next on Next Mile…

What does it take to build a marketing and talent engine that can support a fast-growing RIA?

Joe Schmitz Jr., Founder and CEO at Peak Retirement Planning, joins Kyle to share his perspective on what drives sustainable growth.

Joe built the firm around a tax-focused 5 Pillar Approach designed to help Midwestern millionaires nationwide grow and protect their wealth.

In this episode, Joe talks about developing talent internally, the role of intensive training and coaching, and how Peak’s marketing engine helps the firm expand its reach, define its niche, and build trust with prospective clients.

What can fast-growing RIAs learn from Joe’s approach?

Watch the full episode releasing Sept1!

🎥 Sneak peek: https://hubs.ly/Q04vJB1b0

Subscribe to Milemarker for more insights on data, technology, and the future of wealth management.

08/28/2026

AI should make advisors more present, not less.

Melissa Caro, Founder at My Retirement Network, explains how AI can remove administrative work like note-taking and give advisors more capacity for deeper client engagement.

The real value isn’t just saving time. It’s using that time to build stronger human connections.

What would you do with the time AI gives back?

🎬 Watch the full episode: https://hubs.ly/Q04vr1R_0
🎧 Listen on Spotify: https://hubs.ly/Q04vq-LB0

08/27/2026

Want to know the secret to becoming a better advisor?

Melissa Caro, Founder at My Retirement Network, shares a simple practice that can help new advisors improve faster—but most don’t want to do it.

Want to know what it is?

Watch the full episode to hear Melissa’s advice.

🎬 Full episode: https://hubs.ly/Q04vqSqc0
🎧 Listen on Spotify: https://hubs.ly/Q04vqSQt0

08/26/2026

The best advisors don’t start with technology. They start with trust.

Melissa Caro, Founder at My Retirement Network, shares what she’s learned from studying real advisor conversations—and why wealth management is a people business first.

As AI takes on more of the work, how do you make sure technology strengthens the client relationship instead of replacing the human connection?

🎬 Listen to the full episode: https://hubs.ly/Q04vgrV80
🎧 Listen on Spotify: https://hubs.ly/Q04vgmfb0

08/25/2026

🎧 New on Next Mile — now live

Your next discovery meeting shouldn’t feel like an interrogation.

Melissa Caro, Founder at My Retirement Network, believes the best financial advice starts with meaningful conversations—not just collecting data.

Ask open-ended questions. Listen for what’s underneath the numbers. That’s where the real insights are.

What’s one question you ask to get clients talking?

🎥 Watch the episode now on YouTube: https://hubs.ly/Q04v9TZf0
🎧 Listen on Spotify: https://hubs.ly/Q04v9T8F0

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