The Advisor Lab by CION

Episode 42: Stop Ignoring Your Data & Integrations: Steps Advisors Can Take To Improve Your Client Experience


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In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minutes. Check MileMarker out at: https://milemarker.co/.

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The Advisor Lab by CIONBy CION Investments

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