Listen to this week’s episode

Episode 152

On this week’s episode of Next Mile, Jessica Perez and I revisit four standout conversations in this special compilation episode, centered on one of the biggest challenges facing advisory firms today: how to scale while maintaining exceptional client service.

Anne McPhail shares why intentional leadership and culture create lasting organizations. Michael Vedders explains how thoughtful planning and advisor development build stronger firms. Tim Gavin explores the operational mindset required for sustainable growth. And Sarah Simmer reveals how world-class client experiences can be delivered consistently—even as firms expand.

Together, these conversations reinforce a simple idea: sustainable growth isn't driven by technology alone. It's built on people, process, and purpose.

Links

• Anne McPhail on LinkedIn

• Novare Capital Management

• Michael Vedders on LinkedIn

• NorthRock Partners

• Tim Gavin on LinkedIn

• MCF Advisors

• Sarah Simmer on LinkedIn

• Heritage Wealth Advisors

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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• YouTube

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt