Jud Mackrill, Carson CMO & Mineral Co-Founder, Joins LifeYield Advisory Board

By LifeYield | March 4, 2019 | News

Jud Mackrill, Chief Marketing Officer at Carson Group and Mineral Interactive Co-Founder Joins LifeYield Advisory Board

FinTech industry leader adds his deep experience, keen insight and real understanding of investors and advisors to LifeYield’s Advisory board

LifeYield (www.lifeyield.com), a leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, today announced fintech industry leader Jud Mackrill has joined LifeYield’s Advisory board. Mackrill has spent his career designing digital experiences, strengthening brands and driving campaigns that help financial advisors and advisor tech companies grow their firms, better engage with clients and take their businesses to the next level. He will now add invaluable business and digital experience to the LifeYield Advisory Board.

As Chief Marketing Officer for Carson Group, Mackrill is passionate about building digital strategies and powerful tools to enhance the lives of advisors to effectively grow their firms.  Starting at Orion in 2004, Jud created cutting-edge advisor tech solutions as he led their marketing and product design.  In 2015, he co-founded Mineral Interactive with his partner, Kim Mackrill, who is now the Creative Director at Carson.  Together with their team, they help advisors amplify their message and turn digital presences into real growth. Mineral was named Winner, Best Advisor Innovation, Fuse 2017 and XYPN Fintech Champion 2018.

“LifeYield is an incredible fintech company at the forefront of helping advisors deliver increasing value to their clients,” said Mackrill. ” I’ve been fortunate to be involved with LifeYield’s journey in helping build their brand as a leader in digitally-enhanced portfolio advice.  I look forward to adding my insights as an advisory board member and contributing to the future success of such an innovative optimization company.”

LifeYield’s Advantage Suite of tax-smart household-level portfolio optimization tools helps financial advisors identify, optimize and quantify the benefits to investors of managing multiple account registration types in a coordinated way to minimize taxes, maximize after-tax returns and be in a better position to achieve their goals.

“Jud Mackrill understands advisors and the central role technology will increasingly play in their ability to better serve clients, improve financial outcomes and help them reach their goals, all while differentiating and growing their practice,” said Mark Hoffman, LifeYield’s CEO. “We are honored to have Jud provide his keen perspective, experience and guidance so we can help more investors, advisors and firms enjoy greater financial health.”

About LifeYield

LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes.  LifeYield’s Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies. 
Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today’s advisors and clients in an increasingly complex world. 
For more information, please visit www.lifeyield.com.