Next Mile · Episode 99

Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer

with Brian Shenson  ·  July 1, 2025

About This Episode

Next Mile Episode 99: Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer with Brian Shenson. A conversation about wealth management, fintech, and the future of financial advisory firms.

Related Resources
MILEMARKER RESOURCE RIA Growth Analytics MILEMARKER RESOURCE Business Intelligence for Wealth Management MILEMARKER RESOURCE WealthTech Stack Guide

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