# Kyle Van Pelt
Principales episodios de podcast
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Top podcast episodes featuring kyle van pelt.
How Behavioral Data Creates Better Client Relationships with Julie Littlechild
Episode 155: This week, Kyle Van Pelt talks with Julie Littlechild, Founder and CEO at Absolute Engagement. Julie is a recognized leader in client engagement, investor behavior, and referral growth. Through years of advisor and investor research, she has helped firms better understand the emotional…
What the Fastest-Growing RIAs Are Doing Differently with Ian Wenik
Episode 156: This week, Kyle Van Pelt talks with Ian Wenik, Editor at Citywire. Ian covers the independent wealth management industry with a focus on RIAs, mergers and acquisitions, advisor technology, and the business forces reshaping financial advice. Through his reporting and conversations with …
The Power of Radical Hospitality in Financial Advice with Libby Buckley
Episode 157: This week, Kyle Van Pelt talks with Libby Buckley, Director of Wealth
Administration & Marketing at Parable Wealth Partners. Libby leads the firm's client experience and team culture, bridges connections between clients, partner businesses, and non-profits, and creates experiences tha…
Navigating the Next Era of Advisor Technology with Michael Batnick
Episode 158: This week, Kyle Van Pelt talks with Michael Batnick, Managing Partner at Ritholtz Wealth Management. Michael began his career in sales at a life insurance company. Today, he focuses on helping clients navigate the challenges of long-term investing and achieve their financial goals.
M…
How to Turn Client Conversations into Better Financial Advice with Melissa Caro
Episode 159: This week, Kyle Van Pelt talks with Melissa Caro, Founder at My Retirement Network. For the past decade, Melissa has studied real advisor conversations to understand what communication behaviors build stronger client relationships. Today, she helps advisory firms close the client langu…
The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr
Episode 160: This week, Kyle Van Pelt talks with Joe Schmitz Jr, Founder and CEO at Peak Retirement Planning. Joe built the firm around a tax-focused, 5 Pillar Approach that helps Midwestern millionaires nationwide grow and protect their wealth. A Certified Kingdom Advisor (CKA®), Joe also helps cl…
Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez
Episode 162: This week, Kyle Van Pelt talks with Brian Fernandez, President at Krilogy. Brian brings more than 20 years of experience working with complex family office needs and continues to serve clients as an advisor. As the firm’s integrator, he pairs that client perspective with a focus on ope…
Why Referrals Are Only the Beginning with Megan Carpenter
Episode 163: This week, Kyle Van Pelt talks with Megan Carpenter, CEO and Co-Founder at Ficomm Partners. Megan entered the industry through a college internship and started her own marketing consultancy at 29 before co-founding Ficomm with Jason Lahita. She has since refocused the firm exclusively …
Why Expertise Alone Isn't Enough for Ultra-High-Net-Worth Families with Kristina Baron
Episode 164: This week, Kyle Van Pelt talks with Kristina Baron, Co-Managing Partner and Managing Director at Oxford Financial Group. Kristina started in the industry as a high school intern in a financial advisor's office and later worked at Goldman Sachs before joining Oxford. Today she helps lea…
Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri
Episode 165: This week, Kyle Van Pelt talks with Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones. Grace began her career in software, where her work spanned implementation, customer experience, and operations. She now brings that playbook to wealth management, b…
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