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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
Advisor-Driven Estate Planning Solutions
Oct 31, 2023

Advisor-Driven Estate Planning Solutions

Matt Morris covers estate planning, the future of wealth management and the importance of advisors in providing comprehensive services to clients

Kyle Van Pelt
Kyle Van Pelt
The Not-So-Secret, Secret to Success
Oct 27, 2023

The Not-So-Secret, Secret to Success

Penny Phillips on the Pod, Achieving Organic Growth for Your Firm in 2024, and Arnold Schwarzenegger’s Powerful Reflection on Hate

Jud Mackrill
Jud Mackrill
Owning Your Advisory Practice Without CEO Responsibilities
Oct 24, 2023

Owning Your Advisory Practice Without CEO Responsibilities

Penny Phillips talks listeners through how advisors can outsource the running of their firms while still owning the business

Kyle Van Pelt
Kyle Van Pelt
Why You’re Not Really Connected with Your Client Portal  — And How You Can Fix That
Oct 20, 2023

Why You’re Not Really Connected with Your Client Portal — And How You Can Fix That

Matt Brinker on the Pod, SEC Examination Priorities, Trust > Surveillance

Jud Mackrill
Jud Mackrill
The Keys to Successful M&A in Wealth Management
Oct 17, 2023

The Keys to Successful M&A in Wealth Management

Matt Brinker shares upcoming opportunities for organic growth firms can capitalize on and the importance of building a differentiated client experience

Kyle Van Pelt
Kyle Van Pelt
The Future is a Synthesis  — Finding a Framework for Your Advisor Technology
Oct 13, 2023

The Future is a Synthesis — Finding a Framework for Your Advisor Technology

Kyle Wesley on the Pod, Achieving Organic Growth for Your Firm in 2024, Where You Can Find Us in October

Jud Mackrill
Jud Mackrill
Managing Technology in an RIA
Oct 10, 2023

Managing Technology in an RIA

This week, we're talking about the importance of integration in your tech stack

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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