Just-In-Time Wealth Management Efficiency: Applying Toyota’s Timeless Lessons
Why Every Advisory Firm Will Embrace Cloud Computing Platforms Like Snowflake in the Next 18–36 Months
Gain Control Over Your Data
Sync Data Across Systems
Streamline Your Content & Logins
Bring Your Vision To Life
Transform Revenue Management. Deliver Scale.
Elevate Private Fund Management. Deliver Precision.
We’re thrilled to announce that Milemarker’s very own co-founder, Jud Mackrill, will be a featured speaker at NAIFA’s Summit25, the premier event for financial professionals. Jud will be diving deep into the future of wealth management, exploring how data integration, streamlined workflows, and innovative solutions are transforming financial advice for both advisors and their clients.
Jud’s session is a must-attend for anyone looking to harness the power of technology to improve their practice. Whether you’re interested in alternative investments, data optimization, or building a scalable advisory firm, you won’t want to miss his insights.
📅 Event: NAIFA’s Summit25
📍 Location: Washington, D.C.
🗓️ Date: November 2024
Stay tuned for more details and make sure to catch Jud at this exciting event!
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The Connected Advisor
