Thursday Email: Jud Mackrill Podcast

August 22, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Why Listening and Empathy Matter in Our Industry with Jud Mackrill

In this episode of Bridging the Gap, Jud Mackrill and I discuss the evolving landscape of fin tech, emphasizing the need for advisors to continuously adapt by creatively assembling client experiences and leveraging AI without losing the human touch. Jud highlights the importance of listening and empathy in building deeper client relationships and addresses the challenges new technology companies face in the wealth management space. The conversation also explores the role of data management in effectively integrating AI and delivering meaningful client interactions.

Jump to this:

[09:35] Firms must embrace change for continued growth and not become complacent in their current success. It's important to reinvent oneself, even while holding onto core products or services, in order to evolve and meet the changing needs of clients and the market.

[29:34] Helping clients take control of their data by establishing pipelines they own, offering archive options, and integrating with various data storage and computing platforms for accessibility and control.

The best is ahead!

-Matt