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The Soul of Wealth
Jan 21, 2025

The Soul of Wealth

Kyle Van Pelt
Kyle Van Pelt
Reworking Our Work & Our Client Experience
Jan 17, 2025

Reworking Our Work & Our Client Experience

Milemarker 1.5, Element Wealth, Shane Parrish and February Sessions

Jud Mackrill
Jud Mackrill
How to Leverage Technology and Culture to Drive Business Growth
Jan 14, 2025

How to Leverage Technology and Culture to Drive Business Growth

Kyle Van Pelt
Kyle Van Pelt
Advisors: Inspire Clients to Live, Not Just Retire
Jan 10, 2025

Advisors: Inspire Clients to Live, Not Just Retire

Remembering President Carter, Jose Andres & Travel Delays

Jud Mackrill
Jud Mackrill
Wealth with Purpose: Redefining Financial Planning
Jan 07, 2025

Wealth with Purpose: Redefining Financial Planning

Kyle Van Pelt
Kyle Van Pelt
Forget Resolutions. Here’s How Leaders Win in 2025
Jan 03, 2025

Forget Resolutions. Here’s How Leaders Win in 2025

Double Overtimes, Best Pods of 2024, Owning Your Data & Transforming Workflows

Jud Mackrill
Jud Mackrill
Owning Your Data: The Future of Wealth Management
Jan 02, 2025

Owning Your Data: The Future of Wealth Management

Kyle Van Pelt
Kyle Van Pelt
Riding the Waves: Finding Balance in the In-Between
Dec 27, 2024

Riding the Waves: Finding Balance in the In-Between

Key Insights from Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny

Jud Mackrill
Jud Mackrill
A 12-Year Succession Plan Designed To Launch A Firm Into The Future
Dec 23, 2024

A 12-Year Succession Plan Designed To Launch A Firm Into The Future

Leadership and Equity Succession Planning for RIAs with Thomas Carroll

Kyle Van Pelt
Kyle Van Pelt
Forged in the Furnace - Your End-of-Year Opportunity
Dec 20, 2024

Forged in the Furnace - Your End-of-Year Opportunity

Agentic Futures, Personality Void Brands & Bison Wealth

Jud Mackrill
Jud Mackrill
Why You Can't Be Successful Without Synergy and Integration
Dec 17, 2024

Why You Can't Be Successful Without Synergy and Integration

Kyle Van Pelt
Kyle Van Pelt
AI is Great, but Creativity is Still in the Driver's Seat of Financial Advice
Dec 13, 2024

AI is Great, but Creativity is Still in the Driver's Seat of Financial Advice

Wealthbox + Milemarker, SEI LifeYield, and the 12 Days of OpenAI

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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