Articles by Jud Mackrill
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Succession Done Right Starts With Respecting What Built the Business
Much of music is about inspiration. And inspiration isn't an equal sport. It usually comes down to one or two people who actually propel things forward
- Ideas and Innovation for Financial Advisors - Advisorpedia
Data Is Fuel. Automation Is Scale. Most Firms Are Missing One of Them
Every new campaign was a month of integration work. Every pivot was a small army reconfiguring plumbing.
- Ideas and Innovation for Financial Advisors - Advisorpedia
A Championship Blowout Delivered a Lesson Every Advisor Needs To Hear
It was pretty obvious by halftime, but truly over by the third quarter. South Carolina could not find an answer.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Ancient Wisdom Explains Modern Performance
Optimus. Most people think opti- is one root. It isn’t. It comes from two ancient ideas that merged.
- Ideas and Innovation for Financial Advisors - Advisorpedia
High-Performing Teams Do This One Thing Differently Every Month
We talk about where we are. We look back first. Then we look forward. And then we go forward together.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Built Firms Feel Finished. Building Firms Command Premium Valuations.
Big ideas. Competitive ideas. The kind that help you quickly get the gist while aligning a team of builders and problem solvers around a shared direction.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The MacGyver Mindset: How Constraints Spark Real Innovation in Advisory Firms
We say it because we recognize the principle: sometimes the best solutions come when you're forced to work with what you've got.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Adoption Is Easy. Adaptation Changes Outcomes.
It was a great game all the way down to the end—probably one of the best finishes to the college football season anyone could have hoped for.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Want to Reach the Next Generation Client? Productize Your Services
Want to Reach the Next Generation Client?