Episode 119: This week, Kyle Van Pelt talks with Eric Kittner, CEO and Chairman of the Board at Moneta Group. Eric began his career at Arthur Andersen and RubinBrown before joining Moneta in 2003. Since becoming Managing Partner in 2018, Eric has led Moneta through a period of remarkable growth, expanding from a single Midwest office to multiple national markets and more than doubling its AUM. 

Eric talks with Kyle about Moneta's comprehensive service model and how they've operationally mastered the 'quarterback' role for clients. He also shares the firm's geographic growth strategy and the importance of in-office culture for developing the next generation of advisors. From tax strategy to tech adoption to developing next-gen talent, Eric reveals what it really takes to grow a firm that never loses its human touch.

In this episode:

(00:00) - Intro

(03:11) - Eric's money moment

(05:33) - Lessons from Arthur Andersen: culture, training, and crisis opportunity

(08:10) - How tax strategy shapes Moneta’s approach to serving clients

(09:09) - Building a truly comprehensive service model

(11:39) - Why Moneta has never taken private equity money

(13:43) - Moneta's intentional growth strategy: Go deep, not wide

(16:16) - What makes a perfect cultural and business fit for Moneta partnerships

(20:50) - Growing next-gen talent through flexibility and connection

(25:11) - Recruiting vs. developing future advisors

(30:30) - How Moneta leverages technology

(33:40) - The biggest tech drag on the advisor experience

(36:31) - Eric’s outlook on the future of wealth management

(40:57) - What makes one RIA different from another

(44:01) - Eric's Milemarker Minute

Key Takeaways

Independence is not just a label—it's a mindset. Whether you're solo or part of a large firm, true independence comes from making decisions that align with your clients' best interests, not outside pressures or short-term gains.

Culture is a foundation. Processes and tech can be copied. Culture can't. The way your team behaves when no one's watching determines how clients experience your firm.

Intentional growth leads to sustainable success. It's easy to chase expansion or new tech for the sake of momentum. The best leaders grow deliberately, aligning every move with purpose, people, and long-term vision.

Technology should create time. Use tools that simplify and elevate human connection, not replace it. The future of advice belongs to firms that blend empathy with efficiency. 

Quotes

"To us, culture is not a mythical figure. Culture is the total of your behavior on a day-to-day basis." ~ Eric Kittner

"We've been very intentional about doing what we do really well, being that quarterback, providing that advice, and coordinating the resources." ~ Eric Kittner

"The title on your business card is what it is. When a client reaches out to you, that's when you are their advisor." ~ Eric Kittner

Links 

Eric Kittner on LinkedIn

Moneta Group

Andersen

Outliers: The Story of Success

Leaders Eat Last

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Episode 118: This week, Kyle Van Pelt talks with Jason Weaver, Managing Partner of Weaver Consulting Group. With nearly three decades of experience in the financial services industry, Jason leads with a people-first philosophy rooted in mentorship, emotional intelligence, and community. 

Kyle and Jason unpack why financial planning today requires more than performance charts and retirement projections. Jason describes his mentorship-first approach to helping young people break free from the instant gratification of sports gambling and develop healthier, long-term investing habits. By fostering in-person community, accountability partnerships, and meaningful client events, he’s building trust and transformation that lasts beyond market cycles. Their conversation highlights how true advisory work is ultimately about alignment—connecting money with personal values, emotional well-being, and the relationships that support growth across a lifetime.

In this episode:

(00:00) - Intro

(00:50) - Jason's money moment

(04:11) - The rise of sports gambling and its impact on young investors

(08:03) - How Jason helps teens shift from gambling to investing through mentorship

(12:32) - Jason’s five core beliefs and how they shape behavior and financial decisions

(17:10) - Why in-person community is essential for trust and transformation

(19:24) - Bringing humanity back into retirement planning

(21:52) - Balancing tech and touch: using digital tools to deepen relationships

(24:08) - Inside the Weaver Consulting Group tech stack

(27:39) - Jason’s outlook on the future of the financial services industry

(30:04) - Jason's Milemarker Minute

Key Takeaways

Real financial planning is about people, not products. Numbers and strategies matter, but lasting transformation happens through human connection. Advisors create the most impact when they understand clients’ values, emotions, and identity—not just their balance sheets.

Short-term dopamine behaviors can derail long-term wealth. Sports gambling and similar instant-gratification habits literally retrain the brain. Helping young people shift from betting to investing starts with awareness, accountability, and a supportive community.

In-person relationships build trust that technology cannot replace. Face-to-face conversations, shared experiences, and community events deepen connection and reinforce healthy financial mindsets. Digital tools can support—but never substitute—the human element.

Use technology as an amplifier, not a replacement for advisory work. Tech should simplify workflows, enhance communication, and provide clarity—not create more noise. The most effective firms pair smart systems with authentic, values-driven guidance.

Quotes

"We individualize the planning experience and then educate people to understand the strategies we've chosen together to make sure that we can help them have a wonderful life." ~ Jason Weaver

"People don't want just a plan. They want alignment between their money, their values, and their well-being." ~ Jason Weaver

"Invest in yourself first. At the end of the day, your greatest return is yourself." ~ Jason Weaver

Links 

Jason Weaver on LinkedIn

Weaver Consulting Group

Ameriprise Financial

Fidelity Investments

Vanguard

Orion Advisor Solutions

Redtail Technology

eMoney Advisor

Charles Schwab

The Hum

The Law of Success

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Episode 117: This week, Kyle Van Pelt talks with Jacqueline Martinez, Managing Partner at Alaris Acquisitions. Previously part of United Capital's M&A team, Jacqueline contributed to $10.5B in acquisitions before the firm's 2019 sale to Goldman Sachs. Now at Alaris, she and her team have closed more than 50 deals with leading wealth management firms. Recognized for her leadership in culture-first M&A, Jacqueline was named M&A Executive of the Year in Wealth Solutions Report's Pathfinder Awards and honored among WealthManagement.com's "Ten to Watch" in 2025. 

Kyle and Jacqueline discuss what makes a truly successful merger or acquisition in the wealth management industry. Jacqueline unpacks how data, AI, and cultural alignment can make or break a deal, why emotional intelligence matters as much as financials, and what sellers can do to ensure they're choosing the right partner for the next chapter of their business.

In this episode:

(00:00) - Intro

(01:44) - Jacqueline's money moment

(04:02) - United Capital's secret to success

(06:51) - The psychology of finding the right buying partner

(09:19) - Inside Alaris Lens

(12:41) - How to vet potential buyers

(14:46) - How Alaris Lens can help find the right culture fit for companies

(20:40) - How to verify a buyer's promises and programs

(23:25) - How to handle 'cold feet' moments during the sales process

(27:36) - The role of the seller's current tech stack in a deal's success

(31:50) - The impact of having centralized data in the valuation of a firm

(33:22) - Jacqueline's outlook on the future of the industry

(34:45) - Jacqueline's Milemarker Minute

Key Takeaways

Focus on alignment points, not just price. The best partnerships start when both sides clearly define what they want — from deal structure to future vision — long before the negotiation table.

Data brings clarity. Matching firms based on quantifiable factors reduces surprises later. Data-driven fit creates long-term success.

Prepare emotionally, not just financially. Every deal comes with "freak-out moments." Knowing they're normal and working through the fears helps avoid walking away from a great opportunity.

Ask the hard questions — twice. Sellers need to verify every promise made by potential buyers. Ask for data. Talk to past partners. Consistency in answers reveals the truth.

Quotes

"Every conversation or piece of information that you're sending to a buyer is like a constant evaluation of the risk of your business." ~ Jacqueline Martinez

"Everyone says cultural fit, but what does that really even mean? If the buyer aligns well with the seller's needs, that's a much better foundation for exploring the cultural fit." ~ Jacqueline Martinez

"It's important when you're running your business to make better decisions throughout the journey. Particularly in a sales process. There's always a risk evaluation that's happening, and you want to appear as organized and professional as possible and deliver the data people are asking for." ~ Jacqueline Martinez

Links 

Jacqueline Martinez on LinkedIn

Alaris Acquisitions

United Capital Financial Advisors

Goldman Sachs

Joe Duran

Brandon Gage

Jarrod Upton

It Ends with Us

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Episode 116: This week, Kyle Van Pelt talks with Matt Reed, Chief Revenue Officer at Powerlytics. Matt brings 20 years of wealth management experience to Powerlytics, including leadership roles at Skience, eMoney Advisor, and Brightscope | ISS. At Powerlytics, Matt oversees the sales and marketing teams and leads the company's revenue-generation strategy and execution. 

Matt talks with Kyle about the power of data in driving organic growth. He explores the struggle of finding the right target and why “who and where” matter in prospecting. Matt also shares how Powerlytics' data-driven targeting and wealth platform can help find the next ideal client, define the Ideal Client Profile (ICP), and tailor outreach for maximum effectiveness.

In this episode:

(00:00) - Intro

(01:53) - Matt's money moment

(04:08) - The struggle for organic growth

(08:13) - The “who” and the “where” of prospecting

(10:36) - How Powerlytics' TrueWealth platform works

(15:54) - Using data to target specific niches

(17:45) - Using Powerlytics as a solo advisor or marketing team

(20:49) - Where Powerlytics sits in the wealth-tech ecosystem

(24:02) - Matt's outlook on the future of the industry

(26:15) - Matt's Milemarker Minute

(29:40) - The Crohn's & Colitis Foundation

Key Takeaways

Define the right targets, not just any targets. It isn't enough to cast a wide net. Identify your ideal client profile and use data to locate and reach them.

Build organic growth the "Moneyball" way. Rather than always buying growth (firm acquisitions, big sponsorships), focus on smarter internal growth by leveraging data, analytics, and repeatable processes.

Use rich data for smarter prospecting. Many firms struggle with finding the who and the where of opportunity. Use unique data sets to fine-tune your target list. 

Know your role in the stack. If you partner with data providers, lead-gen platforms, and tech tools, be clear about what you bring and how it complements the rest of your stack. Not every tool needs to do everything.

Quotes

"The right decisions based on the right analytics can be successful." ~ Matt Reed

"The thing that makes us unique is that we have income and assets for every consumer in the United States. That has been proven to be very valuable in targeting and prospecting," ~ Matt Reed

"Marrying our rich data set of income and assets, and providing that to a marketing database, is what we're calling the true wealth platform." ~ Matt Reed

Links 

Matthew Reed on LinkedIn

Powerlytics

TrueWealth

FINNY 

Blink: The Power of Thinking Without Thinking

Crohn's & Colitis Foundation

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Kyle on LinkedIn

Jud on LinkedIn

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Episode 115: This week, Kyle Van Pelt talks with Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA). Matt is a pioneer in transforming the delivery of financial advice. His career has focused on simplifying the financial services industry, supporting its evolution, and enhancing the value to advisors. He believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around investors' needs. Matt's appointment as President of SEIA represents the culmination of a three-decade journey dedicated to reimagining how wealth management firms can scale with purpose while preserving the personal touch that defines the client experience.

Kyle and Matt discuss how SEIA builds a platform that enables advisors to thrive. From transitioning independent contractors to equity partners to driving double-digit organic growth, Matt reveals how the firm empowers advisors with infrastructure, flexibility, and support. Matt also talks about the race for talent in the industry and how firms should develop the next generation of advisors to sustain future growth.

In this episode:

(00:00) - Intro

(02:14) - Matt's money moment

(04:08) - SEIA's founding and growth trajectory

(08:17) - Making the move from 1099 to W-2 advisors seamless

(12:18) - Understanding the advisor lifecycle

(14:04) - The role of Signature Investment Advisors (SIA) in the industry

(15:51) - Should larger firms become their own TAMPs or asset management arms?

(19:43) - How outsourcing can accelerate growth

(25:19) - Delivering value that justifies the cost

(27:15) - The race for talent: The importance of developing G2 and G3 talent

(31:29) - How SEIA leverages technology

(34:17) - How SEIA utilizes the power of AI

(36:38) - Matt's outlook on the future of the industry

(39:29) - Matt's Milemarker Minute

Key Takeaways

Growth requires structure, not just ambition. Success stems from clear systems—shared equity, technology, and culture—that give advisors both autonomy and stability.

Outsourcing drives exponential growth. Advisors who outsource investment management and back-office operations free up valuable time to focus on relationships, growth, and client experience.

Know your "why" behind growth. Growth isn't about chasing numbers. It's about serving more families who need financial guidance, while creating space for advisors to live fuller lives.

Invest in G2 and G3 talent. To ensure long-term sustainability, firms must have a structured career ladder and a pathway for young talent to grow, get licensed, and eventually become equity partners. Actively recruiting and nurturing the next generation is essential in the industry's "race for talent."

Quotes

"I envision SEIA as always being a dual affiliation model. We will always have W-2 and 1099 advisors. We want to give the best of both worlds to advisors, and how they want to affiliate with us." ~ Matt Matrisian

"To provide that flexibility and eliminate the swivel-chair experience of advisors having to go across multiple platforms, to give them a technology platform that integrates everything and consolidates into a data lake solution, and to surface their assets regardless of the platform or investment vehicle used for advice to digest and monitor, that's where we need to be spending our time." ~ Matt Matrisian

Links 

Matt Matrisian on LinkedIn

Signature Estate & Investment Advisors

Raymond James

Charles Schwab

Fidelity Investments

Reverence Capital Partners

Signature Investment Advisors

Osaic

LPL Financial

AssetMark

Execution: The Discipline of Getting Things Done

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Jud on LinkedIn

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Episode 114: This week, Kyle Van Pelt talks with Torie Happe, Head of Partnerships at Holistiplan. Torie began her career at LPL Financial, where she managed new accounts, led RIA conversions, and developed new operational procedures. In 2016, Torie transitioned into fintech at Riskalyze. She later held leadership roles at FIX Flyer and Onramp Invest before joining Holistiplan in 2022 as Head of Partnerships.

Kyle and Torie discuss how Holistiplan enables advisors to turn complex tax returns into clear, actionable plans. Torie also discusses the difference between tax planning and tax advice, how firms can bridge that gap, and where Holistiplan seamlessly integrates into an advisor's tech stack. Torie also talks about Holistiplan's academic program, which provides hundreds of students with free access to the firm's award-winning software and a certification course to enrich their curriculum and credentials.

In this episode:

(00:00) - Intro

(02:18) - Torie's money moment

(06:16) - How Holistiplan has gone viral in the fintech space

(08:04) - Making taxes simple and meaningful for clients

(10:03) - The difference between tax planning and tax advice

(11:40) - How advisors use Holistiplan alongside other tools

(15:55) - Holistiplan's academic program

(19:49) - Torie's outlook on the future of the industry

(22:09) - Torie's Milemarker Minute

Key Takeaways

Simplicity wins. Magic happens when you make complex financial concepts simple enough for clients to actually understand and engage with.

Use technology as a bridge, not a barrier. Fintech tools like Holistiplan are there to enhance advisor-client relationships, not replace them.

Plan first, execute second. Tax planning lays out the "what-ifs." Tax advice executes the "what now." Small firms can thrive by focusing on that planning layer before involving a CPA.

AI is powerful, but people are irreplaceable. While AI can streamline workflows, clients will still want authentic, face-to-face interaction with their advisors.

Quotes

"We took something really complicated (tax) and made it really simplistic for an advisor to understand." ~ Torie Happe

"Tax planning is really just planning for your life. What are you doing with every dollar you've spent or will spend this year? The tax advice piece is that execution piece, and that's where you're going to your tax professional to execute on the plan that your advisor has built." ~ Torie Happe

"Clients actually want to talk to a human. You're dealing with their everyday money and their lifestyle. They don't want to just be automated into whatever email campaigns or text messages you're going to send out." ~ Torie Happe

Links 

Torie Happe on LinkedIn

Holistiplan

Nitrogen

The Outsiders

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Jud on LinkedIn

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Episode 113: John Bunch, CEO of Allworth Financial. With over 30 years in financial services, John has guided firms through big transitions, from founder succession and acquisitions to private equity cycles and scaling operations, while preserving their culture. 

This week, Kyle talks with John about leading Allworth into its third generation. John reflects on lessons from Schwab and other founder-led firms, and how Allworth is balancing organic growth with strategic acquisitions. He explains the importance of culture, integration, and advisor support, while also detailing the firm’s investments in tax services and AI innovation. From client-centric models to the future role of advisors as coaches, John offers an inside look at building enduring growth in a rapidly changing RIA landscape.

In this episode:

(00:00) - Intro

(02:11) - John's money moment

(04:07) - Allworth's third-generation growth strategy: Evolve, Elevate, and Execute

(04:51) - The holy grail of financial services

(07:04) - Allworth's organic growth strategy

(09:29) - John's growth mindset

(12:29) - What it's like to work with industry legends

 (16:09) - Why RIAs are moving into tax services

(19:10) - The power of specialized teams

(22:02) - How Allworth manages multiple tech stacks

(24:16) - Allworth's approach to AI adoption

(28:31) - John's thoughts about the future of the industry

(30:35) - John's Milemarker Minute

Key Takeaways

The holy grail in this industry is organic growth. Acquisitions help, but building scalable, client-centered growth engines is what drives long-term value.

Don't focus on what you spend on growth. Focus on the payback. If a channel is working, invest more in it. A supportive board will always back a strategy with a good return on investment.

Be a "fiduciary to their dreams." When acquiring a founder-led firm, respect their legacy and understand that they built the business to help people. Frame the future as a partnership and be willing to adopt the best ideas, regardless of where they come from.

Embrace AI now or get left behind. Firms that fail to strategically adopt AI will be at a disadvantage. Start experimenting and integrating it into your operations, from client service to advisor dashboards, and see how it can help you get more insights.

Quotes

"The holy grail in this industry is organic growth. That's what drives valuations. And if you get that right, you're building a scalable business for the future." ~ John Bunch

"If you're not willing to evolve your business and elevate how you meet with your clients, you're going to be in a bit of trouble. The winners in the long term in this industry are going to be the folks who can grow organically." ~ John Bunch

"Advisors will be more like counselors and coaches on a wide variety of things than they will be on experts on cash flow or investments. And the firms that actually help their advisors move in that direction are going to be the winners." ~ John Bunch

Links 

John Bunch on LinkedIn

Allworth Financial

Pat McClain

Scott Hanson

Darla Sipolt

Charles Schwab

Jump AI

Atomic Habits

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Episode 112: This week, Kyle Van Pelt talks with Jason Wenk, Founder and CEO of Altruist. Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder.

Jason shares his journey from humble beginnings to building some of the fastest-growing RIAs. From his early days at Morgan Stanley to pioneering digital marketing for his own RIAs, Jason discusses the innovations that led to the founding of Altruist. Jason also explores the power of content and why social media platforms are today's hub for advisor growth.

In this episode:

(00:00) - Intro

(02:44) - Jason's money moment

(05:21) - From intern to industry disruptor: Jason’s path to building two RIAs

(13:56) - Jason's digital marketing playbook

(17:38) - Where attention is won: YouTube, TikTok, referrals, and more

(25:02) - Why offline marketing still crushes in 2025

(28:05) - The pain points that led Jason to create Altruist

(34:12) - How Altruist is using AI to transform advisor workflows

(43:06) - Jason's Milemarker Minute

Key Takeaways

Leverage digital marketing. Blogging and creating videos on social media build authority and trust.

Play the long game. Social media platforms can drive billions in new business. But when they eventually get crowded, differentiation comes from client experience and outcomes, not just marketing tactics.

Know your audience. AI and SEO shifts may impact younger investors, but retirement-age clients still search the old-fashioned way. Tailor your approach to the people you want to reach.

Consistency wins. Whether it's local seminars, radio shows, or social media content, firms that pick a lane and execute with discipline tend to outpace the rest.

Quotes

"A lot of our fastest-growing advisors are using YouTube as their primary mechanism to be in front of new clients. We have a few who are using social media, so they're active on X, some are heavy on LinkedIn, and we're starting to see some who are actually doing decent volume from TikTok." ~ Jason Wenk

"Our generation is open about how and what we do. We all have an abundance mindset, and we share and love celebrating everybody else's wins." ~ Jason Wenk

"In a world where it'll be nearly impossible to be different and unique based on your content, what you actually deliver will matter a lot more. Driving the best outcomes and the best experience will become a differentiator. " ~ Jason Wenk

Links 

Jason Wenk on LinkedIn

Altruist

Morgan Stanley

AI Assistance - Altruist

Elon  Musk

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Episode 111: This week, Kyle Van Pelt talks with Ian Wenik, Editor at Citywire and one of the sharpest reporters covering the RIA space. While many firms rely on market performance to maintain their numbers, Ian sheds light on what truly differentiates the fastest-growing RIAs. From niche strategies and referral networks to the big M&A moves reshaping the industry, Ian shares insights from Citywire's 50 Growers Across America and why organic growth is the real differentiator. He also unpacks the pressures of private equity ownership, the challenges of succession, and what the endgame looks like for mega firms.

In this episode:

(00:00) - Intro

(01:46) - Ian's money moment

(04:01) - What sets the fastest-growing RIAs apart

(07:55) - The future of inorganic growth and M&A trends

(10:45) - The challenges of the IPO market for large RIAs

(17:15) - Why Ian compares the industry to a fancy beach house

(22:06) - Innovative growth programs and strategies

(24:19) - Challenges for America's fastest-growing RIAs

(25:47) - Ian's thoughts about trends and the  future of the industry

(31:17) - Ian's Milemarker Minute

Key Takeaways

Organic growth is harder—but more sustainable—than most advisors realize. Many RIAs rely heavily on market appreciation to appear successful, but Ian underscores that true, organic growth takes significant investment and intentional strategy. The fastest-growing firms often succeed by identifying niche markets, building strong referral networks, and developing internal training programs to cultivate talent from within.

Talent is the real differentiator (and how you develop and retain it). In a competitive, consolidating market, your ability to recruit, train, and retain top talent matters more than ever. Firms that provide clear career paths, equity ownership, and operational roles for junior staff—not just rainmakers—will be best positioned for long-term success.

Quotes

"Momentum generates momentum. Deals generate deals. Once you have a track record of being able to integrate a firm, keep clients on board, and keep the advisors happy, you're going to have those bankers who handle sell-side engagements trust you with more deals." ~ Ian Wenik

"What's driving so much of the M&A in the industry right now is time. A lot of the big firms sell because they have succession planning needs. Or if you're already an institutionally-backed firm, you're in the market because you're a private equity owner, and you have an expiration on that play clock." ~ Ian Wenik

"The dirty secret of the RIA industry is that many firms don't grow at all. They don't grow organically. It's the market appreciation that's propping them up." ~ Ian Wenik

Links 

Ian Wenik on LinkedIn

Citywire

Newsday

The Deal

Alex Steger

Alec Rich

Carson Group

Hightower Advisors

Wealth Advisor Solutions

Schwab Advisor Network

FINTRX

Ulrich Investment Consultants

Allworth Financial

Wealth Enhancement

Creative Planning

CI Financial

Corient

LPL Financial

Cetera Financial Group

Osaic

The Unlock

Michael Batnick

Moneta Group

Alaska Wealth Advisors

Angie Herbers

Cerity Partners

Genstar Capital

Steward Partners

Morgan Stanley

Merrill Lynch

UBS

Goldman Sachs

Summit Trail Advisors

BBR Partners

Ameriprise Financial

Edelman Financial Engines

Mariner Wealth Advisors

Savvy Wealth

Dakota Wealth Management

The Fund

Great Leap Forward

Mao's Great Famine

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Kyle on LinkedIn

Jud on LinkedIn

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Episode 110: This week, Kyle Van Pelt talks with Kevin Knull, CEO of TaxStatus. With more than 30 years in financial services and fintech, Kevin has led growth and innovation at companies like MoneyGuidePro, YCharts, Symetra Financial, and Hartford Leaders. Throughout his career, he's been dedicated to advancing the industry by helping advisors deliver smarter, higher-quality advice to their clients.

Kevin talks about how TaxStatus leverages access to IRS data to help financial advisors get a complete picture of a client's financial life. He explores the opportunities this presents for organic growth, building relationships with COIs, and providing better, more holistic advice. From his early days in the U.S. Coast Guard to leading FinTech and advisory firms, Kevin shares how his career has been fueled by one mission: delivering better advice and better outcomes.

In this episode:

(00:00) - Intro

(02:01) - Kevin's money moment

(04:42) - Why "better advice, better outcomes" is harder than it looks

(06:15) - How tax data can serve as the foundation for holistic advice

(09:27) - How TaxStatus can access clients’ IRS data

(11:13) - Consent, compliance, and how advisors can use IRS data responsibly

(13:01) - Turning tax data into organic growth opportunities

(16:20) - Partnering with CPAs and COIs through smarter data sharing

(19:16) - The importance of a standardized process for data collection

(24:28) - The role of AI in the future of the industry

(31:22) - Kevin's Milemarker Minute

Key Takeaways

Advice is both an art and a science. Financial planning requires connecting multiple disciplines—tax, investments, estate planning, and risk management—rather than operating in silos.

Start with the source of truth. The IRS holds the most complete financial picture of clients. Leveraging that data helps advisors deliver more accurate, holistic advice.

Organic growth lives with existing clients. The fastest way to grow isn't always new leads. It's uncovering assets, businesses, and properties that clients already have but haven't disclosed.

Data builds trust with COIs. CPAs, attorneys, and other professionals benefit from cleaner, real-time data. Advisors who bring value here strengthen partnerships and referrals.

Quotes

"There's science and there's art to this industry. And unfortunately, because the industry evolved, each discipline is operated separately." ~ Kevin Knull

"The IRS is the source of truth. They have everything. So if you're going to render advice, that's the first place to start." ~ Kevin Knull

"Financial planning, investment advice, and wealth management are art and science. Just like insurance and tax, there's a whole lot of gray. That gray is where firms, advisors, and professionals are going to differentiate themselves." ~ Kevin Knull

Links 

Kevin Knull on LinkedIn

TaxStatus

Envestnet | MoneyGuide

Plaid

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