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2024: The Year of Leadership Transformation in Wealth Management

Jan 5, 2024

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7 min read

2024: The Year of Leadership Transformation in Wealth Management

Clifton Schaller on the Pod, Last Chance to Register for Our Upcoming Workshop on Reporting, and Milemarker on the Road

Jud Mackrill
Jud Mackrill
How User Experience Reshapes the Future of Wealth Management

Jan 2, 2024

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2 min read

How User Experience Reshapes the Future of Wealth Management

Clifton shares his insights on retirement readiness, access to private markets, generational wealth transfer, and the changing preferences of millennials and Gen Z.

Kyle Van Pelt
Kyle Van Pelt
The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023

Dec 29, 2023

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7 min read

The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023

Spenser Segal on the Pod and Modernizing Your Firm’s Reporting to Simplify Your Client Experience.

Jud Mackrill
Jud Mackrill
Delivering World-Class Integrated Advice Profitably and Effectively

Dec 26, 2023

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2 min read

Delivering World-Class Integrated Advice Profitably and Effectively

Spenser shares his take on what's happening in advisor technology today.

Kyle Van Pelt
Kyle Van Pelt
How Independence Fuels Innovation in Wealth Management

Dec 22, 2023

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6 min read

How Independence Fuels Innovation in Wealth Management

Victoria Bills & Steve Zuschin on the Pod, The Most Impactful Ad of 2023

Jud Mackrill
Jud Mackrill
Navigating Alternative Investments as a Strategy for Growth

Dec 19, 2023

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2 min read

Navigating Alternative Investments as a Strategy for Growth

Victoria Bills, Steve Zuschin, and Jud Mackrill talk about how financial advisors can successfully integrate alternatives.

Kyle Van Pelt
Kyle Van Pelt
Rethinking Your Communication Strategy in 2024

Dec 15, 2023

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6 min read

Rethinking Your Communication Strategy in 2024

Tony Stich on the Pod, The World of a Builder & Rethinking Maslow

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

Dec 12, 2023

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2 min read

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 8, 2023

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7 min read

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 5, 2023

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2 min read

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 1, 2023

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9 min read

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

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2 min read

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
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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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