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

Oct 13, 2023

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8 min read

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

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2 min read

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
Taking Stock of Your (Tech) Stack —  An Insight into Utilization, Satisfaction, and Licensing

Oct 6, 2023

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8 min read

Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing

Tyrone Ross on the Pod, Orion Workshop Recap, and My Productivity Hack

Jud Mackrill
Jud Mackrill
Regulation, Education, and Adoption of Crypto in Financial Advisory

Oct 3, 2023

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2 min read

Regulation, Education, and Adoption of Crypto in Financial Advisory

This week, we delve into a topic that's shaping the future of financial advisory - the role of cryptocurrency

Kyle Van Pelt
Kyle Van Pelt
Perfecting Advisor Proposals - How You Should Be Thinking About Your Proposal Experience

Sep 29, 2023

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10 min read

Perfecting Advisor Proposals - How You Should Be Thinking About Your Proposal Experience

Daniel Crosby on the Pod, How the Best Entrepeneurs are Great Sloganeers and a Musky Algorithm

Jud Mackrill
Jud Mackrill
How Behavioral Finance Transforms Wealth Management

Sep 26, 2023

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2 min read

How Behavioral Finance Transforms Wealth Management

This week, we talk about the increasing importance of behavioral finance in the wealth management industry

Kyle Van Pelt
Kyle Van Pelt
A Moment to Settle Down and Breathe

Sep 22, 2023

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4 min read

A Moment to Settle Down and Breathe

Taking this week to focus on life outside of work.

Jud Mackrill
Jud Mackrill
The Strategic Role of Managed Service Providers in Wealth Management

Sep 19, 2023

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3 min read

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

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8 min read

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

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2 min read

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 8, 2023

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9 min read

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 5, 2023

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2 min read

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
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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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