Publisher Notes
Publisher Notes For 3/22/23
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year. READ UP!
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WEALTHTECH INSIDER
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions
jIFFY.AI ILLUMINATIONS
JIFFY.ai ILLUMINATIONS: “Lights, Camera, Action”
Every value chain member must have an ideal experience with access, transparency, and actionable data. The tech must be able to understand and solve the pain points of the investor, advisor & home office.
BACK OFFICE HEROES
BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
REAL CLEAR CRYPTO
REAL CLEAR CRYPTO: US Crypto Banking Embargo Brewing?
With the FDIC’s March 12th seizure of Signature Bank, what started as a bank run on Silvergate Bank has become a coordinated attempt by the FDIC to remove crypto related firms from banks in the United States.
MARTECH MINUTES
MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.
INTELLIGENCE FOR GROWTH
INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks
In this article, TIFIN Clout, an AI-powered digital marketing solution for FAs, offers practical guidance and actionable tips to help you make those improvements to start driving meaningful clicks to your website fast.
THE TAYLOR REPORT
The Taylor Market Report (3/21/23)
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
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The Taylor Market Report (3/21/23)
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
Publisher Notes For 3/22/23
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year. READ UP!
A State Stablecoin? Yup! Wyoming.
You say stablecoin, Wyoming says "stable token." Or digital coin. Whatever, Wyoming will be the first state in the nation to have its very...
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