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The Strategic Role of Managed Service Providers in Wealth Management
Sep 19, 2023

The Strategic Role of Managed Service Providers in Wealth Management

This week, we talk about how MSPs can help financial advisors create a better client experience

Kyle Van Pelt
Kyle Van Pelt
The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field
Sep 15, 2023

The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field

Aaron Jasper on the Pod, Forging the Future, and the AI Revolution in Wealth Management

Jud Mackrill
Jud Mackrill
How to Lead a Rapidly Growing Organization
Sep 12, 2023

How to Lead a Rapidly Growing Organization

This week, we talk about the need for personalized, relationship-oriented financial advice

Kyle Van Pelt
Kyle Van Pelt
Rethinking the New Account Process for Financial Advisors
Sep 08, 2023

Rethinking the New Account Process for Financial Advisors

Dave Alison on the Pod, Forging the Future, Phil Mickelson Demonstrates Your Value

Jud Mackrill
Jud Mackrill
Comprehensive Wealth Management Made Simple
Sep 05, 2023

Comprehensive Wealth Management Made Simple

Let's talk about how advisors can simplify the process of helping their clients achieve their financial goals

Kyle Van Pelt
Kyle Van Pelt
The Keys to Developing and Delivering Your Firm's Frameworks
Sep 01, 2023

The Keys to Developing and Delivering Your Firm's Frameworks

Charlie Harrison on the Pod, Forging the Future Miami, Nebraska Volleyball and more.

Jud Mackrill
Jud Mackrill
How an Intentional Real Estate and Networking Strategy Can Ignite Your RIA’s Growth
Aug 30, 2023

How an Intentional Real Estate and Networking Strategy Can Ignite Your RIA’s Growth

This week, we're talking about building rapport with clients and how employers should approach the return to the office conversation

Kyle Van Pelt
Kyle Van Pelt
Why Most Advisor Marketing is Broken & How To Fix It
Aug 25, 2023

Why Most Advisor Marketing is Broken & How To Fix It

Matt Sonnen on RIA Operations & Growth, Whats Happening in Alts with Mammoth and Costco's Incredible Business Model

Jud Mackrill
Jud Mackrill
Achieving Operational Excellence in Wealth Management
Aug 22, 2023

Achieving Operational Excellence in Wealth Management

This week, we're talking about building better connections and achieving operational excellence in wealth management

Kyle Van Pelt
Kyle Van Pelt
Wires, Widgets, and Wealth Management - Making Sense of Your Tech Mess
Aug 18, 2023

Wires, Widgets, and Wealth Management - Making Sense of Your Tech Mess

Also Catch What Fitness Apps Are Teaching Us about the Future of Financial Apps and the possible Death of AUM Growth

Jud Mackrill
Jud Mackrill
AI’s Over/Under: How AI Will Practically Impact Wealth Management
Aug 11, 2023

AI’s Over/Under: How AI Will Practically Impact Wealth Management

AI's Wealth Management Role, DI for everyone, Media and Finance Separate & Steve Martin on Banjo?!

Jud Mackrill
Jud Mackrill
Elevating WealthTech Marketing Strategies
Aug 08, 2023

Elevating WealthTech Marketing Strategies

Discover how financial services professionals are shaping a brighter, more client-centric future, from the power of co-creation to innovative marketing techniques.

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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