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WEALTHTECH INSIDER

WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework

Wealthtech Insider DWN Staff - January 23, 2023 0

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

jIFFY.AI ILLUMINATIONS

JIFFY.ai ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2

JIFFY.ai Illuminations DWN Staff - January 30, 2023 0

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

BACK OFFICE HEROES

BACK OFFICE HEROES: The Fundamentals of Client Data Gathering

Back Office Heroes Guest Contributor - February 5, 2023 0

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: Blockchain Leaders in ESG

Real Clear Crypto Cindy Taylor - February 6, 2023 0

In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.

MARTECH MINUTES

MARTECH MINUTES: How to Enhance Your Client Communication Using Content

MarTech Minutes DWN Staff - February 5, 2023 0

A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.

INTELLIGENCE FOR GROWTH

INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively

Intelligence for Growth DWN Staff - January 23, 2023 0

Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.

THE TAYLOR REPORT

The Taylor Report (1/31/23)

Taylor Report Bill Taylor - January 31, 2023 0

It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!