Webinar
Rethinking AUM: A Better Way for RIAs to Measure Success
Date: August 19, 2025
Kyle Van Pelt, CEO and Co-Founder of Milemaker (milemarker.co) and Lacey Shrum Founder of Smart Kx discuss one of wealth management’s biggest sacred cows—AUM as a proxy for success. Together, they explore why revenue—not assets—is the true health metric, and how firms can streamline billing, reduce risk, and unlock growth through smarter automation.
Experience the Simplicity of Automated Fee Billing
Discover how Smart Kx can transform your client billing process, accelerating revenue and enhancing client satisfaction.
