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Jud Mackrill
Posted by Jud Mackrill
September 16, 2021

The Big Promise: Can Digital Tools Really Change Advisors' Lives?

Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that business and...

Jud Mackrill
Posted by Jud Mackrill
August 20, 2021

The Genesis Of Financial Wellness And Beyond

This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. Written by David...

Jud Mackrill
Posted by Jud Mackrill
June 15, 2021

Binders Full of Data

TL;DR – Just having digital records, isn’t enough to make your data useful. Establishing a single source of truth is essential to your business...

Kim Mackrill
Posted by Kim Mackrill
May 24, 2021

Technology Decisions in a Data Driven Organization

TL;DR – Selecting your own technology stack won’t make your business good, but implementing technology has six separate but related areas that can set...

Jud Mackrill
Posted by Jud Mackrill
May 18, 2021

Is Your Data Strategy Unique?

TL;DR – Your data can be untethered from your current systems and technology so that you can filter your future decisions through the context...

Kim Mackrill
Posted by Kim Mackrill
April 14, 2021

Data Synchronization and Firm Aggregation

TL;DR – Your disparate systems can make beautiful music together and give your firm the edge it needs to reach your top valuation.  My...

Kim Mackrill
Posted by Kim Mackrill
March 24, 2021

5 Chrome Extensions to Help You Work &  1 for Better Collaboration 

TL;DR – Productivity and collaboration are keys to effective work. Use the right tools to stay efficient.  A long, long time ago, in the...

Jud Mackrill
Posted by Jud Mackrill
February 16, 2021

On Mixtapes & Hyper Personalization

TL;DR – How you slice and dice your tech gives your clients the mixtape experience that adds value and client retention. Back in the...

Jud Mackrill
Posted by Jud Mackrill
February 9, 2021

Optimism isn't the Opposite of Reality

TL;DR – Even when data exists in on prem monolithic closed systems, there is a path forward.  Facilitating an integration of emerging technologies in...

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