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Turning Happy Clients into Referral Engines
May 13, 2025

Turning Happy Clients into Referral Engines

The Referral Multiplier Effect with Terry Parham Jr

Kyle Van Pelt
Kyle Van Pelt
Is Your Firm Becoming Newark Airport? How Consolidation Without Strategy Can Ground Progress
May 10, 2025

Is Your Firm Becoming Newark Airport? How Consolidation Without Strategy Can Ground Progress

How poor planning stalls progress—and what $3B firms, award-winning CTOs, and real integration strategies can teach us about doing it right.

Jud Mackrill
Jud Mackrill
The Growth Strategy Behind a $3B Succession-Ready Firm
May 06, 2025

The Growth Strategy Behind a $3B Succession-Ready Firm

Kyle Van Pelt
Kyle Van Pelt
The Sandhill Crane Strategy: Building Resilience for a Disrupted Future
May 02, 2025

The Sandhill Crane Strategy: Building Resilience for a Disrupted Future

From Youngest FA in the US to CTO, Black Diamond Webinar and The AI Deep Dive Event

Jud Mackrill
Jud Mackrill
The Hidden Cost of Fragmented Data
Apr 29, 2025

The Hidden Cost of Fragmented Data

Why Centralized Data and AI are the Future of RIAs with Kailash Duraiswami

Kyle Van Pelt
Kyle Van Pelt
Own Your Autonomy: The Three Keys Every Advisor Needs
Apr 26, 2025

Own Your Autonomy: The Three Keys Every Advisor Needs

AI-Driven Wealth Data with FINTRX & Black Diamond + Milemarker Webinar

Jud Mackrill
Jud Mackrill
AI-Driven Private Wealth Intelligence
Apr 22, 2025

AI-Driven Private Wealth Intelligence

Turning Data into Action with Russ D'Argento

Kyle Van Pelt
Kyle Van Pelt
The Shape of Wealth Management to Come
Apr 19, 2025

The Shape of Wealth Management to Come

Envestnet Breakdown, The Official AI Notetaker Webinar & Robinhood's Path of Disruption

Jud Mackrill
Jud Mackrill
How Envestnet Is Redefining Scale and Accessibility
Apr 15, 2025

How Envestnet Is Redefining Scale and Accessibility

Kyle Van Pelt
Kyle Van Pelt
How To Leverage Data To Take Your Company To The Next Level
Apr 12, 2025

How To Leverage Data To Take Your Company To The Next Level

Authority Magazine Piece, Lessons from 20 Acquisitions & Milemarker 1.9

Jud Mackrill
Jud Mackrill
Lessons from 20 Acquisitions: What Works—and What Doesn’t
Apr 08, 2025

Lessons from 20 Acquisitions: What Works—and What Doesn’t

Kyle Van Pelt
Kyle Van Pelt
Who Are We Building the Next Generation Wealth Management Firms For?
Apr 05, 2025

Who Are We Building the Next Generation Wealth Management Firms For?

Marketing & Data Webinar, Behind the Scenes at Fidelis Capital Partners and Should You Really Have That Meeting?

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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