Jud Mackrill
Jud is well versed in helping companies dramatically increase value with his portfolio of experience as a Founder, Chief Marketing Officer, or Consultant accompanying business exits or recapitalizations of over $1.9B. Jud is passionate about modernizing independent wealth management and helping make private investing more accessible and transparent throughout the fast-growing Registered Investment Advisory (RIA) channel. Learn more here .
Articles by Jud Mackrill
- Future of Advice
Future of Wealth Management Won’t Be Won by Technology Alone
Here are some really wonderful reminders of experience that I believe are fundamentally meaningful as we look ahead.
- Future of Advice
Own Your Data or Rent Your Business
The plains are one of the most diverse ecosystems on earth. Grasses, thistles, legumes. This is the land that once held millions of bison.
- Future of Advice
Advisors Keep Adding More. Clients Need Less.
Forty years later, Rubin has shaped some of modern music's greatest works. All of it starting from that same place: reduction.
- 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
Death vs Reinvention: How Companies Actually Survive Disruption
This is alive. This is over. The hype cycle runs on declarations. Binary. Final. Absolute. And it creates delusion across the entire spectrum.
- Future of Advice
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
- Future of Advice
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.
- Future of Advice
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.
- Future of Advice
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.
- Future of Advice
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.
- Opinion
A Lesson Most Builders Learn Too Late
It was the largest margin of victory for any program’s first-ever NCAA Tournament win.
- 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
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.
- 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 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.
- Future of Advice
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.
- Future of Advice
Beyond Vanity Metrics: 3,333 Reasons to Build Your Own Measure of Impact
As owning your music catalog has become increasingly important, Chance began his career independently, absent from outside labels or management.
- 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
You’re the Spark: Why Your Energy Determines Your Team’s Momentum
But your momentum doesn't have to be. There are things you can control. Rhythms you can establish. Energy you can create.
- 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
Self-Awareness Beats Metrics: A Simple Practice That Builds Better Teams and Better Lives
This isn't just for players. Every coach. Every staff member. Everyone has an improvement plan. One thing they must get better at.
- Future of Advice
Why the Best Teams Don’t Complain — They Compete
Every bad call triggered the same sequence. Coach erupts. Parents follow. Kids stop playing and start feeling wronged.
- Future of Advice
You Don’t Need More AI Tools—You Need AI That Actually Knows Your Firm
Doesn't mean you've changed how work gets done. Here's the uncomfortable truth: the learning curve isn't over, but it might be changing
- Future of Advice
Greatness Isn’t Talent — It’s Structure: How Ohtani’s Method Can Redefine Your Business Strategy
Recently, a chart resurfaced from Ohtani’s early development that revealed he wasn’t simply chasing greatness; he was planning it.
- Future of Advice
The Veteran on My Flight Who Reminded Me What Business Has Forgotten
He was coming home from Ireland. Long day, long travel. But the kind of man whose presence immediately feels steady.
- Future of Advice
The Trifecta of Excellence: How Great Leaders, Teams, and Systems Stay in Sync
The best teams — and the best firms — are constantly finding equilibrium between all three.
- Future of Advice
Gradually, Then Suddenly: The Compounding Change Transforming Wealth Management
The proportional theory of time — the idea that time feels faster as you age because each year becomes a smaller fraction of your life.
- Future of Advice
Are You Driving Your Firm—or Just Along for the Ride?
That’s a pretty good description for wealth management right now, too. A sea of advisors moving—some with purpose, some just by inertia.
- Future of Advice
What a $5 Broken Chair Taught Me About Legacy, Loyalty, and Doing Work That Matters
But Faux Pelini somehow became the voice that carried Nebraska fans through years of mediocrity and post-Pelini uncertainty.
- Future of Advice
Why ‘Holistic Wealth’ Is Just a Buzzword—Unless You Do These 5 Things
The future of wealth management is holistic. We nod along on panels. We add it to strategy decks. Firms tell clients they can do it all.
- Future of Advice
13 Reasons Brand Beats ROI (Just Ask Taylor Swift)
It’s why the best businesses, pound for pound, never stop pouring into brand. Here are 13 reasons why brand matters most:
- Future of Advice
The Cold Start: Why Every Great Venture Begins in the Hardest Moment
Forty below, wind cutting through you, and a daily question hanging over your head: will the car start today?