Milemarker

Name: Milemarker
Address: 1000 Palm Boulevard, Isle of Palms, SC, 29451, US
Telephone: +14045496395

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

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

08/24/2026

Retirement isn’t just a date. It’s a conversation.

Melissa Caro, Founder of My Retirement Network, talks about why the best financial advice starts with the right conversation.

By asking deeper questions, advisors can uncover what clients are really excited—or nervous—about beyond the numbers.

What’s one question every advisor should ask?

Watch the full episode releasing August25!

🎥 Sneak peek: https://hubs.ly/Q04tTrRw0

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

08/21/2026

The best advisor technology might be the kind clients barely notice.

Michael Batnick, Managing Partner at Ritholtz Wealth Management, shares how Exhibit A lets advisors create custom-branded charts using their own logos and colors.

The goal isn’t to build complicated software. It’s to make technology intuitive enough that it genuinely makes advisors’ lives easier.

What makes technology truly useful for advisors?

🎬 Watch the full episode: https://hubs.ly/Q04tzV1_0
🎧 Listen on Spotify: https://hubs.ly/Q04tzM8T0

08/20/2026

Being a great advisor is exhausting—and that’s not necessarily a bad thing.

Michael Batnick, Managing Partner at Ritholtz Wealth Management, says working with clients takes a serious mental and emotional toll.

It’s rewarding work, but it requires a lot of energy.

And that’s something AI may never fully replace.

How do you manage the mental load of working with clients?

🎬 Watch the full discussion: https://hubs.ly/Q04tz1VR0
🎧 Listen on Spotify: https://hubs.ly/Q04tzx2j0

08/19/2026

AI is changing wealth management—but nobody knows exactly where it’s going.

Michael Batnick, Managing Partner at Ritholtz Wealth Management, discusses how AI is disrupting the industry, the realities of rising technology spend, and the limits of AI-driven efficiency in human relationships.

The future of wealth management is still being written.

What do you think AI will change first?

🎬 Listen to the full episode: https://hubs.ly/Q04tk85-0
🎧 Listen on Spotify: https://hubs.ly/Q04tlvkk0

Address

1000 Palm Boulevard
Isle Of Palms, SC
29451

Telephone

+14045496395

Website

http://milemarker.co/

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