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From Practice to Enterprise
Feb 06, 2024

From Practice to Enterprise

James Bogart shares how transitioning to digital platforms helped grow his practice, the challenges of rapid expansion, and the importance of a strong team and culture.

Kyle Van Pelt
Kyle Van Pelt
Why 2024 is the Year You Will Get Real About Owning Your Data
Feb 02, 2024

Why 2024 is the Year You Will Get Real About Owning Your Data

Groundhogs, Neurosurgeons, More Pods Dropping and Milemarker on the Road

Jud Mackrill
Jud Mackrill
The Three Factors that Determine if You Will Become an Exceptional Advisory Firm
Jan 26, 2024

The Three Factors that Determine if You Will Become an Exceptional Advisory Firm

Tech Woes that Cost You Clients & Modernizing Your Firms Reporting

Jud Mackrill
Jud Mackrill
Modernizing Your Firm's Reporting to Simplify Your Client Experience
Jan 23, 2024

Modernizing Your Firm's Reporting to Simplify Your Client Experience

Scott Klaassen & Jud Mackrill answer advisor's top questions about reporting.

Kyle Van Pelt
Kyle Van Pelt
The Kodak Moment of WealthTech: Learning from InVision's Sunset
Jan 19, 2024

The Kodak Moment of WealthTech: Learning from InVision's Sunset

Plus the Opportunity That Exists Knowing 109,000 Financial Advisors Will Retire in the Next Decade

Jud Mackrill
Jud Mackrill
Wealth Tech Leadership Enters a New Era
Jan 12, 2024

Wealth Tech Leadership Enters a New Era

Reporting Workshop Recording, Bridging the Generation Gap, and Top 10 Tech Reveals of CES 2024

Jud Mackrill
Jud Mackrill
2024: The Year of Leadership Transformation in Wealth Management
Jan 05, 2024

2024: The Year of Leadership Transformation in Wealth Management

Clifton Schaller on the Pod, Last Chance to Register for Our Upcoming Workshop on Reporting, and Milemarker on the Road

Jud Mackrill
Jud Mackrill
How User Experience Reshapes the Future of Wealth Management
Jan 02, 2024

How User Experience Reshapes the Future of Wealth Management

Clifton shares his insights on retirement readiness, access to private markets, generational wealth transfer, and the changing preferences of millennials and Gen Z.

Kyle Van Pelt
Kyle Van Pelt
The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023
Dec 29, 2023

The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023

Spenser Segal on the Pod and Modernizing Your Firm’s Reporting to Simplify Your Client Experience.

Jud Mackrill
Jud Mackrill
Delivering World-Class Integrated Advice Profitably and Effectively
Dec 26, 2023

Delivering World-Class Integrated Advice Profitably and Effectively

Spenser shares his take on what's happening in advisor technology today.

Kyle Van Pelt
Kyle Van Pelt
How Independence Fuels Innovation in Wealth Management
Dec 22, 2023

How Independence Fuels Innovation in Wealth Management

Victoria Bills & Steve Zuschin on the Pod, The Most Impactful Ad of 2023

Jud Mackrill
Jud Mackrill
Navigating Alternative Investments as a Strategy for Growth
Dec 19, 2023

Navigating Alternative Investments as a Strategy for Growth

Victoria Bills, Steve Zuschin, and Jud Mackrill talk about how financial advisors can successfully integrate alternatives.

Kyle Van Pelt
Kyle Van Pelt
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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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