Jud Mackrill

Marketing & Business Development

The 3 Most Important Marketing Metrics for Financial Advisors (and Where You Can Find Them)

Posted on July 17, 2019
We live in an age with billions of points of data. As the world becomes more and more integrated, everything becomes the Internet of Things – even our bodies. With …

Practice Management

Platforms vs. Ecosystems: The Difference Between a Solid Digital Client Experience and a So-So One

Posted on June 5, 2019
At first mention, the difference between a platform and ecosystem isn’t obvious. But at Carson, saying the former will result in you forking over a $5 bill. But the …

Marketing & Business Development

How to Offer Unique Marketing to Your Clients

Posted on May 6, 2019
Marketing is something a lot of financial advisors chase but never quite master, oftentimes settling for short-term success. They might publish a social media post a couple times a …
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