Happy Thanksgiving Weekend.

Pecan pie. Cherry pie. A fridge full of leftovers is calling my name later today.

Here in Charleston, the sun's still out, but there's a chill creeping in. Much of the country is bracing for snow. We're having the annual debate about Christmas decorations. (Too early? Just right? The tree box is already in the hallway.)

This week I've been thinking about what makes things truly special.

Not things, really. People.

The environments that let them thrive. The cultures that create space for something remarkable to happen.

Here's this week's Rising Tide.

1. Make Way For Special

2. Next Mile: Building a Tech Stack That Scales With Your Firm 🎧

3. RSVP: Milemarker Navigator - AI on All Your Data

4. Milemarker On the Road ✈️

Make Way For Special

I've been hearing updates about Amy Poehler's The Good Hang podcast from my wife, Kim, every week. While I haven’t yet been persuaded to listen, I can see how much joy Amy is spreading in the world, especially for those who grew up watching the early 2000s SNL cast.

Kim told me about an episode where Amy talks about pitting AI against Will Ferrell to see who could write better jokes.

Which got me thinking about another Will Ferrell classic my kids memorized during long van rides.

The Lego Movie.

The whole film centers on one idea: being special.

In a world of identical LEGO blocks, being special means being different.

Here's the thing about wealth management.

Everything is a shade of blue.

Everything is safe.

Everything is...bland.

We tend to hide our personalities and polish away the edges. In an attempt to be as palatable as possible, we inadvertently smooth out anything interesting.

The result? An industry where a lot of firms are indistinguishable from one another.

Inside of this cookie-cutter landscape, you’ll find your opportunity:

You are the special.

If you’re unfamiliar with this concept from the LEGO movie, I suggest you go watch it right now. It’s full of wonderful, hilarious, and poignant moments. 

You don’t have to be disruptive or annoying.

Because you're the best version of you, just the way you are.

This matters at every level:

You as a person. Your authentic voice. Your actual interests. The things that make you different.

You as a leader. The way you think. How you solve problems. What you notice that others miss.

You as a firm. What you stand for. How you serve. What makes clients choose you over the blue ocean of sameness?

In a world that's increasingly automated and mechanized, being human isn't a bug.

It's your competitive advantage.

But there's risk in that. Real risk because you might not like what you get when you let people be themselves.

You also might be completely transformed by it.

I can testify to that. Being free to create—to actually make things instead of just execute someone else's playbook—unlocked who I really am.

Trudging away inside a firm where I wasn't inspired made me question if I was in the right place. I wasn't able to give my best because I didn't have the freedom to create based on my actual ambitions.

This Thanksgiving weekend, here's a question:

What would it look like to be the best version of yourself?

To encourage that in your team?

To ask your clients: "What fires you up? How do we get you more time with that?"

Instead of optimizing everything into oblivion, what if you optimized for humanity?

The machines can do a lot.

But they can't be you.

______________________

On the Pod: Building a Tech Stack That Scales With Your Firm

Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustrations inside a hyper-growth firm.

Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team.

(00:00) - Intro

(00:54) - Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion

(05:01) - Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration

 (07:14) - Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality”

(12:04) - Michael Batnick on the challenges of selecting tools that integrate well in a fast-growing firm

⚡️Bookmarks

RSVP to Milemarker’s AI Launch: How to Implement AI Securely Across All of Your Firm’s Data

Save your seat for Milemarker Navigator’s Launch workshop. We will break down how you can leverage agents on top of any or all of your data without your data risking exposure to anything outside of your Data Engine. This workshop will be educational and help you gain a clear understanding for how you can safely leverage AI in 2026.

Save your seat here.

Milemarker on the Road
Catch my team on the road at the following events or cities:

1. December 15-16 - Carmel, IN

If you would like to arrange a meeting time, please reply to this email, and we’ll schedule something on the calendar.

Jud Mackrill