The Connected Advisor
Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing
If you spend time helping advisors navigate their future, you are probably very familiar with the simple question, “What’s your tech stack?” […]
A Moment to Settle Down and Breathe
This week, I read the following words out loud in front of the people who knew my father. He had been treating […]
The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field
Greetings from the road. This week’s time at Future Proof, listening to other industry leaders, talking with former colleagues, and meeting new […]
Rethinking the New Account Process for Financial Advisors
Hello, from Conference Season! 👋 This week’s Connected comes to you as many in our industry pack up for sunny Southern California. […]
Why Most Advisor Marketing is Broken & How To Fix It
Welcome back to another exciting edition of Connected! Get ready to dive into the real problem with marketing your advisory firm, uncover […]
Wires, Widgets, and Wealth Management – Making Sense of Your Tech Mess
Happy Friday! I’m writing you before I board my flight back to Charleston after wrapping up our Forging the Future event with […]
AI’s Over/Under: How AI Will Practically Impact Wealth Management
Back-to-school prep is in full swing in our house. In the same way, many of our businesses are gearing up for the […]
Keys to Being a Remarkable RIA in 2023
Rekindling a Remarkable Firm Identity in the Midst of the Consolidation Hamster Wheel If it feels like the advisors are on a […]
Helping Your Clients Safely Make it Through Shark Week
What’s one thing you’ve always been afraid of? For me, it’s caves. I’ve got a little bit of claustrophobia. Add acrophobia, the […]
Getting Real About Data-Driven Decision Making, Air AI Could Be Your Next Sales Person, and Why Technology Alone Can’t Replace Advisors
Is there any better feeling than coming home to your dog after a few weeks away traveling? I’m convinced there’s not. Here’s […]
The Power of Purpose in Delivering Client Experience, The End of the In-Office Era, and a Couple Event Invites
This past week has been a big one in the Mackrill household. Our youngest kids bid farewell to their summer camp friends […]
How Threads Can Inspire Your RIA, The Secrets to Building Trust & An Upcoming Event Invite
It’s summertime, and I don’t know about you, but over in our neck of the woods, kids’ activities and summer travel plans […]
