Articles by Jud Mackrill
- Future of Advice
Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It
In our industry today, sinkholes sometimes appear. For every industry, the cheese seems to be on the move.
- Future of Advice
Most Leaders Never Pause Long Enough To Learn From Their Own Journey
If you have kids — especially if you have multiple kids at different stages — you know how layered with feeling May can be.
- Future of Advice
The Firms That Win the Next Decade Won’t Add More Tech—They’ll Delete More Steps
It’s always interesting when small places punch above their weight in forming how you see the world.
- Future of Advice
Just a Tournament Gimmick… or Glimpse of Your Industry’s Next Shift?
Yesterday, the bracket dropped. If you’re lucky, your team stays relevant for a week. Maybe two. If you’re really blessed, three.
- Artificial Intelligence
31 Days of Claude: How a Simple AI Mandate Turned Into a Culture Shift
But I was watching my team—smart, capable people—and was filled with deep curiosity of what they could unlock if they dug deeper.
- Future of Advice
The Real Cost of Waiting on AI: Why Leadership’s Caution Is Breaking Advisors, Teams, and Client Trust
AI is moving fast. Firms need to act. The window is closing. You've heard me say it. You've heard a lot of people say it.
- Future of Advice
AI Is Reshaping Wealth Management Faster Than Most Firms Realize
I felt that in my bones. I've been doing the same thing speaking carefully about it at every conference, every call, every dinner. So let me stop.
- Future of Advice
The New War for Talent in Wealth Management Isn’t Hiring—It’s AI Adoption
But here's the thing—there's a new war for talent happening, and this battle is more within than without. Things are moving simply too fast.
- Future of Advice
Why a $14 Pizza Has Better Tracking Than a $200 Million Portfolio
Let’s talk pizza. Let’s talk data. And let’s talk about why 2026 should finally be the year you can track your calzones.
- Future of Advice
Escaping the Wealth Management Industrial Complex: A Guide for Advisors Ready To Grow
Somewhere between student loans and a Series 65… Between compliance reviews and quarterly targets… The dream starts shrinking.
- Future of Advice
The Unexpected Wealth Lessons I Learned Watching Ryan Trahan Travel the Country
Over the past few weeks, I’ve found myself pulled into an unexpected adventure—not my own, but one unfolding daily on YouTube.
- Future of Advice
The 3 Essential Pillars of Autonomy Every Financial Advisor Must Master
Advisors spend hours every day guiding others toward financial independence. But when was the last time you paused to evaluate your own? #advisors
- Future of Advice
The Next Evolution in Portfolio Accounting: Are You Prepared?
This news has likely landed in your inbox with offers of demos, discounts and all sorts of incentives from their competitors. #advisors
- Future of Advice
The Future of Wealth Management: Are We Climbing in the Right Direction?
Market is compounding—not just financially, but structurally. Firms are jamming businesses into businesses, trying to make sense of it all. #advisors
- Future of Advice
Ditch the Map: How Desire Paths Can Fast-Track Your Firm’s Success
But your customers, and team? They’re going to find and carve out their own path. In the world of trails, they call these desire paths. #advisors
- Future of Advice
Just-In-Time Wealth Management: Applying Toyota’s Timeless Lessons to Modern Financial Services
After studying the American Grocery industry, Ohno invented a concept that would not just revive Toyota but forever change the world. #advisors
- Practice Growth
The Financial Advisor's Guide to Branding and Colors
- Practice Growth
‘No Regerts' Is Not the Best Life Motto
