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Serving Clients Holistically at Scale

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May 27, 2025

Serving Clients Holistically at Scale

Kyle Van Pelt
Kyle Van Pelt
You Are A Tech Company. Act Like It.

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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

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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

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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
Turning Happy Clients into Referral Engines

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May 13, 2025

Turning Happy Clients into Referral Engines

The Referral Multiplier Effect with Terry Parham Jr

Kyle Van Pelt
Kyle Van Pelt
Is Your Firm Becoming Newark Airport? How Consolidation Without Strategy Can Ground Progress

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May 10, 2025

Is Your Firm Becoming Newark Airport? How Consolidation Without Strategy Can Ground Progress

How poor planning stalls progress—and what $3B firms, award-winning CTOs, and real integration strategies can teach us about doing it right.

Jud Mackrill
Jud Mackrill
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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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