Wealth Harmony with April Turch, Episode 13
We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker.
Tune in as April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present.
Key moments:
[01:58] - April's money moment.
[07:19] - What makes a great operator.
[08:39] - What it takes to build a great team.
[10:14] - Attracting the best people.
[12:38] - Helping clients plan their wealth.
[14:15] - Creating valuable content.
[17:21] - Why compliance should not slow growth.
[19:32] - April's thoughts about the future of the industry.
[20:41] - Compliance challenges with AI.
[25:03] - April's Milemarker Minute.
Learn more about Connected Advisor’s hosts:
* Connect with Kyle on LinkedIn: https://www.linkedin.com/in/kylevanpelt
* Connect with Jud on LinkedIn: https://www.linkedin.com/in/judmackrill
* Subscribe to the Connected Advisor on Apple: https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257
* Subscribe to the Connected Advisor on Spotify: https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S?si=3acf804eb24841a3
* Subscribe to MileMarker on YouTube: https://www.youtube.com/@milemarkerinc
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About Wealth Harmony:
Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.
Watch more episodes of Wealth Harmony:
* YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU
* Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327
* Website: https://wolfgroupcapital.com/podcast
Connect and learn more from your host, April Turch:
* Website: https://wolfgroupcapital.com/
* LinkedIn: https://www.linkedin.com/in/aprilturch/
* Email: aturch@wolfgroupcapital.com
* Facebook: https://www.facebook.com/wolfgroupcapital
DISCLAIMER:
The Connected Advisor and Wolf Group Capital Advisors are not affiliated entities.
The views expressed on this program are no
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