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The Evolution of Personalized Wealth Management with Mark DeLotto
Apr 02, 2024

The Evolution of Personalized Wealth Management with Mark DeLotto

Mark DeLotto talks about the transformative effects of AI and technological innovation on wealth management.

Kyle Van Pelt
Kyle Van Pelt
A Pirates Guide to Unleashing the Power of Your Process
Mar 29, 2024

A Pirates Guide to Unleashing the Power of Your Process

Kahneman, SBF, Brandon Avrill on the Pod, & Deepfakes Shaping the Future of Wealth Management

Jud Mackrill
Jud Mackrill
Helping Athletes Create Multi-Generational Wealth
Mar 26, 2024

Helping Athletes Create Multi-Generational Wealth

Brandon Averill talks about the unique financial challenges and stereotypes athletes face.

Kyle Van Pelt
Kyle Van Pelt
The 53-Hour Workweek - Why Your Lack of Time is the Real March Madness
Mar 22, 2024

The 53-Hour Workweek - Why Your Lack of Time is the Real March Madness

Alex Goss & New Edge on the Pod, Lux Capital and Milemarker on the Road

Jud Mackrill
Jud Mackrill
Developing the Next Generation of Highly Successful Advisors
Mar 19, 2024

Developing the Next Generation of Highly Successful Advisors

Alex Goss shares his journey in the wealth management industry and his passion for mentorship.

Kyle Van Pelt
Kyle Van Pelt
Making Contact Isn’t Just for Jodie Foster - Why You Need to to Make Contact with Your Clients
Mar 15, 2024

Making Contact Isn’t Just for Jodie Foster - Why You Need to to Make Contact with Your Clients

Anand Sheth on the Pod, EY’s 2024 Family Office Outlook and Milemarker on the Road

Jud Mackrill
Jud Mackrill
Turning Clients into Raving Fans
Mar 12, 2024

Turning Clients into Raving Fans

Anand Sheth created Pulse360 to help financial advisors automate and streamline creating client deliverables, including meeting prep agendas, follow-ups, client tasks, and annual summaries.

Kyle Van Pelt
Kyle Van Pelt
Focus on the Family (Office)
Mar 08, 2024

Focus on the Family (Office)

Rachel Cameron on the Pod, Creating a Michelin-Star Client Experience with KVP and Milemarker on the Road

Jud Mackrill
Jud Mackrill
Forging Strategic Partnerships In Financial Services
Mar 05, 2024

Forging Strategic Partnerships In Financial Services

Rachel Cameron discusses the different types of partnerships and the need to define the relationship clearly.

Kyle Van Pelt
Kyle Van Pelt
The Future of Firm Operations - Automation, Integration and Introspection (Part 2)
Mar 01, 2024

The Future of Firm Operations - Automation, Integration and Introspection (Part 2)

Lyle Wolberg on the Pod and Milemarker on the Road

Jud Mackrill
Jud Mackrill
The Future of Finance: Building Trust and Embracing Fiduciary Standards
Feb 27, 2024

The Future of Finance: Building Trust and Embracing Fiduciary Standards

Lyle Wolberg discusses the challenges and opportunities in hiring and developing talent.

Kyle Van Pelt
Kyle Van Pelt
The Future of Firm Operations - Automation, Integration and Introspection
Feb 23, 2024

The Future of Firm Operations - Automation, Integration and Introspection

Brett Bernstein on the Pod, The Promising Future of AI and Milemarker 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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