DWN Publisher Notes For 12/19/23
Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical! And while we're at it, we wish all our friends and readers a beautiful holiday season. We have so much to be thankful for. READ UP!
REAL CLEAR CRYPTO: How FASB’s Updated Standards Could Accelerate Crypto Adoption
The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings
MARTECH MINUTES: Tips to Help Advisors Build Their 2024 Social Media Strategy
A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.
WEALTHTECH INSIDER: Four Steps for Having Difficult Conversations with Clients
When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”
BACK OFFICE HEROES: Why Technology Matters When Advisors Switch Firms
When advisors weigh all of the factors for and against moving firms, the fear of making a move is often enough to outweigh any potential financial benefits from changing.
INTELLIGENCE FOR GROWTH: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche...
Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.
The Taylor Market Report (12/12/23)
It's a really good bet there will be a spot Bitcoin ETF shortly. Elizabeth Warren and Gary Gensler can't stop it. But, the real news is the amount of pent up demand for Bitcoin. Huge buyers, few sellers and limited supply.
DWN Publisher Notes For 12/12/23
Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots. I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!
MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing
When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.
REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters
Michael Saylor believe that the impending spot Bitcoin ETF is a monumental offering poised to inject trillions of dollars into the BTC space & believes it to be a game-changing industry catalyst.