Post by Milemarker

🎧 New on Next Mile — now live Why are so many advisors walking away from big firms? Brett Bernstein, CFP®, CEO & Co-founder of XML Financial Group, is a serial entrepreneur, actively investing in startups, and has led his firm through three acquisitions. He discusses why independence continues to attract both advisors and clients—and why the trend shows no signs of slowing down. Do you think independence leads to better outcomes for clients? 🎥 Watch the episode now on YouTube: https://lnkd.in/gJmpqR-d 🎧 Listen on Spotify: https://lnkd.in/g8H2A5jh #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast