Milemarker

Join us as we sit down with Jeremy Nelson, President of Element Wealth, A Ross & Yerger Company, to uncover the secrets of building strong client relationships and delivering exceptional financial advice. Jeremy shares his approach to connecting with clients on a personal level, fostering trust, and creating partnerships that lead to success. 📅 Episode drops Jan 14th 🎥 Sneak Peek here: https://lnkd.in/eQn5qWtF ✨ Don’t miss out—get ready to transform the way you think about financial advising!

Jessica Gibbs, CFP®, Partner & VP at Monument Wealth Management, shares how she found her perfect fit in a boutique firm where client relationships thrive. With nearly a decade at Monument, she reflects on the journey and impact of meaningful connections. 🎬 Watch the full conversation here: https://lnkd.in/eQ9VRXgy 🎧 Listen on Spotify: https://lnkd.in/eyqiBgkp

Discover the Art of Communication in Financial Planning Jessica Gibbs, CFP®, Partner & VP at Monument Wealth Management, reveals the power of adapting to client needs, whether it’s bottom-line clarity or detailed cash flow builds stronger client relationships. 💬 “It’s about knowing how to modulate your presentation and explain technical things in plain language.” 🎬 Watch the full story here: https://lnkd.in/eQ9VRXgy 🎧 Listen on Spotify: https://lnkd.in/eyqiBgkp

Episode 075: In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, CFP®, Partner and VP at Monument Wealth Management, about the importance of personalized communication, Monument’s innovative approach to financial advising, and the firm’s commitment to flexibility and inclusivity. Jessica shares her inspiring journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. Catch the full episode now! 👇 Watch here: https://lnkd.in/eQ9VRXgy Listen to Spotify: https://lnkd.in/eyqiBgkp

"See One. Do One. Teach One." Jessica Gibbs, CFP®, Partner & VP at Monument Wealth Management, perfectly sums up what makes Monument stand out. She shares how this ethos drives Monument’s success—and how other firms can adopt a smarter, more impactful approach to growth. Don’t miss her powerful insights on leadership, creativity, and client-first thinking! 🎧 Listen now: https://lnkd.in/eyqiBgkp 🎬 Watch here: https://lnkd.in/eQ9VRXgy

The latest episode of The Connected Advisor Podcast featuring Jessica Gibbs, CFP®, Partner and VP at Monument Wealth Management, is now LIVE! 🎧 In this episode, Jessica dives into the concept of wealth with purpose—the idea that financial planning is not just about numbers and strategy but about aligning wealth management with clients’ personal goals, values, and aspirations. 🎥 Watch it on YouTube: https://lnkd.in/eQ9VRXgy 🎧 Tune in on Spotify: https://lnkd.in/eyqiBgkp

Get ready for an insightful conversation with Jessica Gibbs, CFP®, Partner & VP at Monument Wealth Management, on the latest episode of The Connected Advisor Podcast! 🎧 Jessica discusses the challenge of women entering the male-dominated financial planning profession and the importance of increasing female representation.  Launching Jan 7th! 🎧 🎥 Catch a sneak peek here and subscribe to our YouTube channel: https://lnkd.in/e-AqfMNv

Forget Resolutions. Here’s How Leaders Win in 2025 https://hubs.ly/Q03141TR0

"When I think about people culling together various spreadsheets from various systems it makes me want to cry" - Mark DeLotto, Partner at Simon Quick Advisors, LLC shares great insights on how growing firms are prioritizing having a single source of truth. This week's episode of The Connected Advisor is a "best of" compilation with excellent leaders from 4 growing firms on the technology journey. https://lnkd.in/e5CXP5he

Happy New Year from the Milemarker team 🧡