Publisher Notes
Publisher Notes For 9/20/23
Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (9/19/23)
End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.
jIFFY.AI ILLUMINATIONS
JIFFY.ai ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code
Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.
REAL CLEAR CRYPTO
REAL CLEAR CRYPTO: Private vs. Public Blockchains
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
BACK OFFICE HEROES
BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.
MARTECH MINUTES
MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.
WEALTHTECH INSIDER
Wealthtech Insider: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
INTELLIGENCE FOR GROWTH
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.
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The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.
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In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.
REAL CLEAR CRYPTO: Private vs. Public Blockchains
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
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