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What RIA's Can Learn From How Credit Unions Democratize Financial Wellness
May 14, 2024

What RIA's Can Learn From How Credit Unions Democratize Financial Wellness

Providing Investment Programs to Credit Unions and Their Members with Justin Steitz

Kyle Van Pelt
Kyle Van Pelt
The Four Types of Advisor Platforms & Why They Matter
May 10, 2024

The Four Types of Advisor Platforms & Why They Matter

Jason Gordo & Upsetting the Applecart

Jud Mackrill
Jud Mackrill
Building a Wealth Management Powerhouse
May 07, 2024

Building a Wealth Management Powerhouse

How to Build a Wealth Management Firm That Succeeds Repeatedly with Jason Gordo

Kyle Van Pelt
Kyle Van Pelt
The Next 20: Reflections on Twenty Years in Wealthtech & Wealth Management
May 03, 2024

The Next 20: Reflections on Twenty Years in Wealthtech & Wealth Management

Lifeyield Hits Episode 150, Sound View Wealth on the Pod, XYPN Fintech Competition and more

Jud Mackrill
Jud Mackrill
A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon
Apr 30, 2024

A Philanthropic Approach to Growing Wealth Advisory Firms with Melissa Bouchillon

Melissa Bouchillon explains how philanthropy can be your RIA's growth engine.

Kyle Van Pelt
Kyle Van Pelt
For the Dogs
Apr 26, 2024

For the Dogs

The Pod Finds System & Soul

Jud Mackrill
Jud Mackrill
Becoming a Renegade Entrepreneur
Apr 23, 2024

Becoming a Renegade Entrepreneur

Benj Miller shares his entrepreneurial journey and discusses the importance of a renegade spirit in business.

Kyle Van Pelt
Kyle Van Pelt
Building a Championship Mindset in Our Wealth Management Companies
Apr 19, 2024

Building a Championship Mindset in Our Wealth Management Companies

Adero Partners on the Pod, Mammoth & Canoe Partner 🦣 🛶 & Justin Wise on Process

Jud Mackrill
Jud Mackrill
How RIAs Are Redefining Financial Advice with Aaron White
Apr 16, 2024

How RIAs Are Redefining Financial Advice with Aaron White

Aaron White talks about the wealth management industry's transition towards comprehensive financial planning.

Kyle Van Pelt
Kyle Van Pelt
Transforming March Madness into Lessons for RIAs: A Reflection on Championship Dynamics
Apr 12, 2024

Transforming March Madness into Lessons for RIAs: A Reflection on Championship Dynamics

An Outsiders Perspective on Rainmaking for RIAs, GTP Upgrades, and Our Team on the Road

Jud Mackrill
Jud Mackrill
How to Bring Rainmakers Back to Financial Services with John Barrows
Apr 09, 2024

How to Bring Rainmakers Back to Financial Services with John Barrows

John Barrows discusses how to bring rainmakers back to the financial services industry.

Kyle Van Pelt
Kyle Van Pelt
The Growing Importance of Owning and Controlling Your Independence
Apr 05, 2024

The Growing Importance of Owning and Controlling Your Independence

Mark Delotto on Innovation, 40 Lessons on Creativity, Kitces on Happiness & Meet Our Team on the Road

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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