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Today's special guest is Jud Mackrill, the CEO of a new fintech company called Milemarker and the former CMO of mega-RIA Carson Group. Jud joins us to talk about how wealth management firms can create a better advisor and client experience through a better understanding of their data and using APIs. It's a little bit of a "she who controls the data, controls the world" type of situation.
We also talk about the most important company in all of fintech (according to Jud) and his favorite tacos. Plus, Sam Elliott gets a shout out.
Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new episodes.
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Today's special guest is Jud Mackrill, the CEO of a new fintech company called Milemarker and the former CMO of mega-RIA Carson Group. Jud joins us to talk about how wealth management firms can create a better advisor and client experience through a better understanding of their data and using APIs. It's a little bit of a "she who controls the data, controls the world" type of situation.
We also talk about the most important company in all of fintech (according to Jud) and his favorite tacos. Plus, Sam Elliott gets a shout out.
Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new episodes.