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The Idea Was Good. The Edit Was Better.  How Firms Can Grow Faster by Thinking like Filmmakers
Jun 28, 2025

The Idea Was Good. The Edit Was Better. How Firms Can Grow Faster by Thinking like Filmmakers

Nate Bargatze, Creativity Inc., and the Importance of Creating Space in Your Firm

Jud Mackrill
Jud Mackrill
What If I Told You the Future of Financial Advice Was Sitting in Your Inbox?
Jun 21, 2025

What If I Told You the Future of Financial Advice Was Sitting in Your Inbox?

YCombinator Talk on AI Advancement, Keeping Compliance Simple, and Data Lakes: The Replay

Jud Mackrill
Jud Mackrill
Why Simplicity Is a Secret Weapon in Compliance and Client Care
Jun 17, 2025

Why Simplicity Is a Secret Weapon in Compliance and Client Care

Kyle Van Pelt
Kyle Van Pelt
Always Watering: Why Readiness Beats the “When-Then” Fallacy
Jun 14, 2025

Always Watering: Why Readiness Beats the “When-Then” Fallacy

Serving Business Owners, Demystifying Data Lakes, and Hitting the Road with Milemarker

Jud Mackrill
Jud Mackrill
How Advisors Can Better Serve Business Owners
Jun 10, 2025

How Advisors Can Better Serve Business Owners

Kyle Van Pelt
Kyle Van Pelt
Why We Fight (And Why It Matters More Than Ever)
Jun 07, 2025

Why We Fight (And Why It Matters More Than Ever)

Milemarker Nominated for 3 Wealthies, AI Driven Trading with Coinbase and Advisors Shooting Commercials with Veo 3 by Google

Jud Mackrill
Jud Mackrill
Behavior-Based Investment Strategies
Jun 03, 2025

Behavior-Based Investment Strategies

Kyle Van Pelt
Kyle Van Pelt
How Financial Planning Has Got The Story All Wrong: Insights From StoryBrand's Donald Miller
May 31, 2025

How Financial Planning Has Got The Story All Wrong: Insights From StoryBrand's Donald Miller

Inside the Wealth Consulting Group, The Crisis of Advice, and Moving Your Podcast to a Video Show

Jud Mackrill
Jud Mackrill
Serving Clients Holistically at Scale
May 27, 2025

Serving Clients Holistically at Scale

Kyle Van Pelt
Kyle Van Pelt
You Are A Tech Company. Act Like It.
May 24, 2025

You Are A Tech Company. Act Like It.

Data Lake Summer, Behind the Scenes at Cornerstone Planning Group, What the Heck is a Data Lake Workshop & Mogwai?

Jud Mackrill
Jud Mackrill
Thriving Through Disruption: Building a Future-Ready RIA
May 20, 2025

Thriving Through Disruption: Building a Future-Ready RIA

Kyle Van Pelt
Kyle Van Pelt
How We Learn Today—And Why Its Proving That Advisors Matter
May 17, 2025

How We Learn Today—And Why Its Proving That Advisors Matter

How to Build a Referral Engine and Unlocking the Power of Your SS&C Black Diamond Data

Jud Mackrill
Jud Mackrill
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The Rising Tide is a weekly newsletter by Jud Mackrill that helps financial advisors, wealth executives, and fintech innovators make sense of a changing industry—and seize the momentum. Each issue is packed with sharp insights, strategic commentary, and real stories from the frontlines of wealth management, all delivered in a clear, compelling voice. Whether it’s data strategy, advisor tech, leadership, or client experience, The Rising Tide brings you practical ideas to help your business grow and your thinking stay ahead. Written by someone who’s built and advised the biggest names in wealth management, The Rising Tide isn’t theory—it’s a signal. Subscribe to ride the wave, not get swept up by it.

The Rising Tide

The Rising Tide is a weekly newsletter by Jud Mackrill that helps financial advisors, wealth executives, and fintech innovators make sense of a changing industry—and seize the momentum. Each issue is packed with sharp insights, strategic commentary, and real stories from the frontlines of wealth management, all delivered in a clear, compelling voice. Whether it’s data strategy, advisor tech, leadership, or client experience, The Rising Tide brings you practical ideas to help your business grow and your thinking stay ahead. Written by someone who’s built and advised the biggest names in wealth management, The Rising Tide isn’t theory—it’s a signal. Subscribe to ride the wave, not get swept up by it.

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