Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker

Jud Mackrill is the Co-founder of Milemarker, a specialized team of experts focused on solving the data and integration problems of leading financial services companies. He is also the General Partner of Mammoth and an Advisory Board Member at LifeYield.

Jud is passionate about connecting the future of financial advice through design, software integration, and investing in financial services companies. As a multi-award-winning marketer and designer, his work has contributed to the success of many leading financial services and advisory firms.

In this episode…

Are you struggling to thrive in the financial service industry as an advisor? What can you do to unlock your potential and make your business more efficient and scalable?

Financial advisors nowadays are facing data and integration problems hindering their progress. Jud Mackrill recommends leveraging modern infrastructure and tools to become data-driven advisors. They simplify integration, automate processes, and create remarkable experiences for advisors and clients. Learn how to take control of your data and start delivering proper solutions to your internal and external customers as an advisor.

Listen to this episode of The Customer Wins as host Rich Walker welcomes Jud Mackrill, Co-founder of Milemarker, to discuss how financial advisory firms can thrive. Jud talks about Milemarker and its services, why he got into the financial services industry, his first role at Orion, and how Milemarker helps financial advisors become more present with their clients.