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.

06/23/2026

As AI transforms wealth management, what will always remain uniquely human?

Kathy Longo, President & Founder at Flourish Wealth Management, believes the answer is simple:

Being present.

Holding space for clients through life's ups and downs, transitions, and uncertainties.

Technology can make advisors more efficient.

But it can't replace human connection.

And that's where advisors create their greatest value.

In this episode of Next Mile, Kathy also offers an inside look at building a firm from the ground up, leadership growth, and team development.

🎥 Watch the episode now on YouTube: https://hubs.ly/Q04mh14M0
🎧 Listen on Spotify: https://hubs.ly/Q04mgM7m0

06/22/2026

Sometimes the most caring leadership decision is letting someone go.

Kathy Longo, President & Founder at Flourish Wealth Management, has a remarkable talent for distilling complex financial concepts into simple, easy-to-understand ideas. She built Flourish Wealth Management out of a passion for making financial management more enjoyable.

In this upcoming episode of Next Mile, Kathy shares a powerful leadership lesson:

We often focus on what happens if someone isn't a fit for our firm.

But what if staying is doing them a disservice?

They could be one step away from an environment where they can truly thrive.

Not every role is the right fit.

And sometimes, the greatest gift a leader can give is helping someone find the place where they belong.

📅 Full episode releases June 23.

🎥 Sneak peek: https://hubs.ly/Q04m29PY0

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

06/19/2026

As we close out the week, here's a reminder:

Content isn't just marketing.

It's a record of your thinking.

Every article, podcast, newsletter, and video becomes evidence that you've spent time thinking about the questions and risks your clients may face.

Because people don't hire advisors simply for information.

They hire advisors who make them feel prepared.

They want to know you've thought about these risks before.

That's why consistency matters. Over time, your content becomes a library of trust.

A great reminder from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, on why playing the long game with content pays off.

Check out Ben's new book Risk & Reward: https://hubs.ly/Q04lXgft0

Have a great weekend.

🎬 Watch the full episode: https://hubs.ly/Q04lX0vn0
🎧 Listen on Spotify: https://hubs.ly/Q04lXc660

06/18/2026

Most people create content to build an audience.

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, suggests a different approach.

Start with what you actually enjoy.

Write because you like writing.
Podcast because you enjoy talking.
Create because you're curious.

Don’t do it for followers or a personal brand.

Do it for yourself first.

Because consistency is what makes content work—and you only stay consistent when you enjoy it.

Check out Ben's new book Risk & Reward: https://hubs.ly/Q04lDhXK0

🎬 Watch the full discussion: https://hubs.ly/Q04lD88p0
🎧 Listen on Spotify: https://hubs.ly/Q04lD9Nn0

06/17/2026

Most advisors think content creates clients.

Ben Carlson says that's not how it works.

People don't hire you because they liked your blog or listened to your podcast.

They reach out when life gets complicated.

An inheritance.
A business sale.
A major transition.

Content builds trust long before those moments happen.

So when life changes, they already know who to call.

Check out Ben's new book Risk & Reward: https://hubs.ly/Q04lBH4C0

🎬 Listen to the full episode: https://hubs.ly/Q04lBDhL0
🎧 Listen on Spotify: https://hubs.ly/Q04lBz970

06/16/2026

🎧 New on Next Mile — now live

Most people think AI will change financial advice forever.

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, says the most important question hasn't changed at all:

Am I going to be okay?

No app can answer that.
No algorithm can replace it.

That's why, even in a digital-first world, in-person connection still matters.

Because trust isn't built by technology.
It's built by people.

Ben is the author of five books on investing, including his newest Risk & Reward. He’s also the creator of the blog A Wealth of Common Sense and co-host of the Animal Spirits podcast.

📖 Risk & Reward is available here: https://hubs.ly/Q04lxvW80

🎥 Watch the episode now on YouTube: https://hubs.ly/Q04lxpfD0
🎧 Listen on Spotify: https://hubs.ly/Q04lxfh-0

06/15/2026

Coming up next on Next Mile…

Most firms spend too much time defining their audience.

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, took a simpler approach—answering real questions in plain English.

The result? His content resonated far beyond the audience he originally imagined.

In this sneak peek, Ben shares how clarity and consistency turned simple content into a powerful tool for connection and growth.

Watch the full episode releasing June16!

🎥 Sneak peek: https://hubs.ly/Q04lgsMk0

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

06/12/2026

Most firms say they have an AI strategy.

But do they really?

Dan Johnson of F2 Strategy points out that many firms are doing something very different...

They're throwing AI tools into the business and hoping something useful grows.

No plan.
No process.
No clear outcome.

The firms that win with AI won't be the ones using the most tools.

They'll be the ones using them with intention.

As you close out the week, it's worth asking:

Do you have an AI strategy—or just AI tools?

🎬 Watch the full episode: https://hubs.ly/Q04kXN070
🎧 Listen on Spotify: https://hubs.ly/Q04kXwr10

06/11/2026

Most firms are focused on the next best action.

The best firms are focused on the next best experience.

Dan Johnson of F2 Strategy explains why the future of wealth management isn't just about using AI to automate tasks...
It's about using AI to create better client experiences.

Because better experiences build trust.

And trust leads to stronger relationships, greater wallet share, and higher revenue.

🎬 Watch the full discussion: https://hubs.ly/Q04kXlbd0
🎧 Listen on Spotify: https://hubs.ly/Q04kXwqQ0

06/10/2026

Most firms think AI is the starting point.

It’s not.

Dan Johnson of F2 Strategy explains why AI without strong data is useless—and why firms that ignore their data foundation will never unlock real AI value.

Because you don’t get AI first.
You get data first.

🎬 Listen to the full episode: https://hubs.ly/Q04kMZNM0
🎧 Listen on Spotify: https://hubs.ly/Q04kNm0f0

Address

1000 Palm Boulevard
Isle Of Palms, SC
29451

Telephone

+14045496395

Website

http://milemarker.co/

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