The Fintape
Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services.
So, grab your headphones, it's time to rock out to The Fintape.
The Fintape
Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill
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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