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Strategic Consulting for Wealth Management
Client Relationship Management
Reporting
Advisor Tech Stack Consulting
Financial Planning
Operational Scale
Digital Experience
Data Architecture
Advisor Experience
Managed Back Office
Fractional Chief Data Officer (FCDO)
Solutions
Data Analytics and Reporting for Wealth Management
Analytics Suite
Integration Suite
Advisor Relationship Management
Resources
About
Leadership
Values
Newsletter
Newsroom
Events
Articles
Contact
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Posted by
Jud Mackrill
October 13, 2023
15 min read
The Future is a Synthesis — Finding a Framework for Your Advisor Technology
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Jud Mackrill
October 10, 2023
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Managing Technology in an RIA
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Posted by
Jud Mackrill
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Managing Technology in an RIA with Kyle Wesley
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Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing
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Jud Mackrill
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Regulation, Education, and Adoption of Crypto in Financial Advisory
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Regulation, Education, and Adoption of Crypto in Financial Advisory with Tyrone Ross
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Posted by
Jud Mackrill
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Perfecting Advisor Proposals - How You Should Be Thinking About Your Proposal Experience
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Posted by
Jud Mackrill
September 26, 2023
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How Behavioral Finance Transforms Wealth Management
Connected
Posted by
Jud Mackrill
September 26, 2023
6 min read
How Behavioral Finance Transforms Wealth Management with Dr. Daniel Crosby
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Posted by
Jud Mackrill
September 22, 2023
7 min read
A Moment to Settle Down and Breathe
Connected
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