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Building, Managing, and Retaining High-Performance Wealth Management Teams

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Dec 5, 2023

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.

The Power of User Stories in Wealth Management

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Dec 1, 2023

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

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Nov 28, 2023

Onboarding New Clients Made Easy

Lacey Shrum shares how Smart Kx streamlines the client onboarding process, optimizes fee schedules, and ensures accurate billing.

What It Takes to Formulate a Clear Strategy in 2024

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Nov 24, 2023

What It Takes to Formulate a Clear Strategy in 2024

Matt Reiner on the Pod, Navigating Alternative Investments as a Strategy for Growth, and Snoop Dogg Goes Smoke Free

Jud Mackrill
Jud Mackrill
The Blueprint for Growing a Wealth Management Firm

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Nov 21, 2023

The Blueprint for Growing a Wealth Management Firm

Matt Reiner shares how delegation, innovation, and recognition of financial advisors' unique value drive growth in wealth management.

The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality

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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
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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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