The AI Revolution in Wealth Management with Jud Mackrill

Finance and wealth management are rapidly evolving fields, and embracing artificial intelligence (AI) isn’t just a choice. It’s a transformative journey that promises to redefine how professionals conduct business. This technological leap isn’t designed to replace human expertise but to elevate it, guiding individuals toward optimal capacities.

In this episode, Jack talks with Jud Mackrill, Co-Founder at Milemarker and General Partner at Mammoth. Jud has spent his career making technology and data more useful and accessible to financial advisors, their clients, and the firms they work with. He is well versed in helping companies dramatically increase value with his portfolio of experience as a founder, chief marketing officer, or consultant accompanying business exits or recapitalizations of over $1.9 billion.

Passionate about modernizing independent wealth management and helping make private investing more accessible and transparent, Jud talks to Jack about artificial intelligence (AI) in wealth management. He emphasizes the importance of embracing AI and incorporating it into our personal and professional lives. Jud also discusses the role of AI in data analysis and how it can automate processes, allowing financial advisors to focus on delivering personalized advice to their clients.