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Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill
Manage episode 497237095 series 3578292
In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition.
With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker helps firms unify their technology stack through a powerful, quickly deployed data lake solution.
In this conversation:
- How Milemarker helps firms scale without adding headcount
- Why AI and automation are the new battlegrounds for advisory success
- The mindset shift advisors need to embrace (are you running toward the fire or away from it?)
For any firm owner or advisor ready to trade gut instinct for objective insights—and build a more valuable business in the process—this episode is a must-listen.
Connect with us below!
- Jud Mackrill on LinkedIn
- Milemarker
- Brodrick Lothringer on LinkedIn
- Eric Leeper on LinkedIn
- FP Transitions
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