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How Collaboration and Alignment Drive Organic Growth

May 21, 2024

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4 min read

How Collaboration and Alignment Drive Organic Growth

A Collaborative Approach to Growing Wealth Management Firms with Scott Colangelo

Kyle Van Pelt
Kyle Van Pelt
The Rise of the Data Refinery

May 17, 2024

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9 min read

The Rise of the Data Refinery

Prof G's 2024 Forecast, How Credit Unions are Thinking About Wealth Management & More.

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

May 14, 2024

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3 min read

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

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12 min read

The Four Types of Advisor Platforms & Why They Matter

Jason Gordo & Upsetting the Applecart

Jud Mackrill
Jud Mackrill
Building a Wealth Management Powerhouse

May 7, 2024

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3 min read

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 3, 2024

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12 min read

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

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2 min read

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

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4 min read

For the Dogs

The Pod Finds System & Soul

Jud Mackrill
Jud Mackrill
Becoming a Renegade Entrepreneur

Apr 23, 2024

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2 min read

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

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11 min read

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

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2 min read

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

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9 min read

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
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The Rising Tide

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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