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The Power of Authenticity in Building High-Growth Wealth Management Firms
Dec 12, 2023

The Power of Authenticity in Building High-Growth Wealth Management Firms

Tony walks listeners through how to create a brand that people can understand and associate with

Kyle Van Pelt
Kyle Van Pelt
The Need for Continuous Innovation in Wealth Management
Dec 08, 2023

The Need for Continuous Innovation in Wealth Management

Carolyn Armitage on the Pod, Alternatives Workshop Recording and Mammoth Technology's Alternative Universe Podcast Launch

Jud Mackrill
Jud Mackrill
Building, Managing, and Retaining High-Performance Wealth Management Teams
Dec 05, 2023

Building, Managing, and Retaining High-Performance Wealth Management Teams

Carolyn shares her journey of starting a nonprofit organization and also emphasizes the significance of building and leading teams in the wealth management industry.

Kyle Van Pelt
Kyle Van Pelt
The Power of User Stories in Wealth Management
Dec 01, 2023

The Power of User Stories in Wealth Management

Lacey Shrum on the Pod, Innovation Office Hours: Alternatives and AI Scandal

Jud Mackrill
Jud Mackrill
Onboarding New Clients Made Easy
Nov 28, 2023

Onboarding New Clients Made Easy

Lacey Shrum shares how Smart Kx streamlines the client onboarding process, optimizes fee schedules, and ensures accurate billing.

Kyle Van Pelt
Kyle Van Pelt
What It Takes to Formulate a Clear Strategy in 2024
Nov 24, 2023

What It Takes to Formulate a Clear Strategy in 2024

Matt Reiner on the Pod, Navigating Alternative Investments as a Strategy for Growth, and Snoop Dogg Goes Smoke Free

Jud Mackrill
Jud Mackrill
The Blueprint for Growing a Wealth Management Firm
Nov 21, 2023

The Blueprint for Growing a Wealth Management Firm

Matt Reiner shares how delegation, innovation, and recognition of financial advisors' unique value drive growth in wealth management.

Kyle Van Pelt
Kyle Van Pelt
The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality
Nov 17, 2023

The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality

John Wernz on the Pod, Pressing the Easy Button on Holiday Preparations, and Milemarker on the Road

Jud Mackrill
Jud Mackrill
Finding Success in Organic Growth for Your Firm in 2024
Nov 14, 2023

Finding Success in Organic Growth for Your Firm in 2024

John Wernz & Jud Mackrill answer advisor's top questions on how to achieve organic growth for your firm in 2024.

Kyle Van Pelt
Kyle Van Pelt
Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management
Nov 10, 2023

Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management

Frazer Rice on the Pod, OpenAI’s First DevDay Recap, and Milemarker on the Road

Jud Mackrill
Jud Mackrill
Delivering Strategic Wealth Planning Services for High-Net-Worth Clients
Nov 07, 2023

Delivering Strategic Wealth Planning Services for High-Net-Worth Clients

Frazer Rice talks through the role of family office services in managing the wealth and lifestyle of high-net-worth individuals and families

Kyle Van Pelt
Kyle Van Pelt
How Process Empathy Can Dramatically Transform Your Advisory Firm
Nov 03, 2023

How Process Empathy Can Dramatically Transform Your Advisory Firm

Matt Morris on the Pod, Achieving Organic Growth for Your Firm in 2024 (Recap), and HubSpot's New Purchase

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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