Forget Resolutions. Here’s How Leaders Win in 2025 https://hubs.ly/Q03141TR0
Milemarker
Financial Services
Isle of Palms, South Carolina 1,141 followers
Own Your Data. Control Your Destiny.
About us
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.
- Website
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https://www.milemarker.co
External link for Milemarker
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Isle of Palms, South Carolina
- Type
- Privately Held
- Founded
- 2021
Locations
Employees at Milemarker
Updates
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"When I think about people culling together various spreadsheets from various systems it makes me want to cry" - Mark DeLotto, Partner at Simon Quick Advisors, LLC shares great insights on how growing firms are prioritizing having a single source of truth. This week's episode of The Connected Advisor is a "best of" compilation with excellent leaders from 4 growing firms on the technology journey. https://lnkd.in/e5CXP5he
Owning Your Data: The Future of Wealth Management
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"Pursuing a mission bigger than ourselves isn’t just good for business, it’s good for the soul." As you are finalizing your resolutions consider broadening your goals that feed into your mission. Jud Mackrill, insights in this article are timely as we all consider what we want to accomplish in 2025. https://lnkd.in/eZZif7BB
Opinion: Why RIAs should embrace a mission bigger than themselves
citywire.com
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This week we will have a compilation episode of The Connected Advisor focusing on technology. Chrissy Lee, COO of Merit Financial Advisors makes an excellent point that the data must seamlessly integrate between roles. Your team should not have to bounce between systems to get data. https://lnkd.in/eiGBAPFR
Behind the Scenes: The Chaos of Service Operations
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"It’s a tension between rest and ambition, sustaining and scaling, and hoping your efforts start compounding into real momentum." - Jud Mackrill If you are feeling pulled in every direction, this is an article for you to end 2024. The tension you are feeling is natural. A few productive ways to navigate this season: - Find your equilibrium - Build a stronger core - Train yourself and your team to ride the waves with confidence and purpose. https://lnkd.in/e8hYq5JC
Happy In-Between. Just dropped some thoughts for your Friday between Christmas and New Years.
Riding the Waves: Finding Balance in the In-Between
newsletter.milemarker.co
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"How should our firm be structured to serve our clients best, recruit top talent, and provide a career path for everyone?" Variations of this question have come up countless times in our conversations. This week's episode of The Connected Advisor will be a compilation of 4 forward-thinking firms tackling this challenge. Seth Merrill CFP®, Partner at The Norden Group shares his insights on a multi-tiered team approach. https://lnkd.in/eyn6i6JB
Leveraging a Multi-Layered Team Structure to Provide Exceptional Service to Clients
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Unlock the secrets behind how wirehouses limit advisors' freedom and the products they can offer clients. Brad Ball, founder of Bison Wealth, LLC, shares insights on breaking free and transforming client solutions. 🎬 Watch the full conversation here: https://lnkd.in/evFCWAHY 🎧 Listen on Spotify: https://lnkd.in/ejnJ35kr
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"The future lies in the balance between these two ideas — harnessing the power of technology while embracing our unique, creative perspectives. That’s what truly sets us apart." As AI becomes increasingly more adopted we all find ourselves playing a game. Was this written by a human? Jud Mackrill has an excellent reminder in this piece of the importance of putting a little piece of ourselves in our interactions. As the future lies in the balance of those two ideas we should still protect John Connor to be safe. https://lnkd.in/e5jG47Jb
Opinion: AI is great, but advisors should still lead with creativity
citywire.com
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Discover how Brad Ball, founder of Bison Wealth, LLC, is reshaping the wealth management industry by empowering advisors to use every tool at their disposal to meet unique client needs. From tailored strategies to a "no one-size-fits-all" approach, hear his insights on building lasting value. 🎬 Watch the full story here: https://lnkd.in/evFCWAHY 🎧 Listen on Spotify: https://lnkd.in/ejnJ35kr