DWN Publisher Notes For 9/18/24
Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!
MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry
In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.
WEALTHTECH 3.0: Beyond the Game – Empowering All College Students to Reach Their Full...
Our recent conversation with Pamela Cytron, President of The Founders Arena Wealthtech Accelerator, explores the implications of NIL and how parallel opportunities must be available for non-athlete students equally poised to impact society profoundly.
The Taylor Market Report (9/10/24)
Investors are sitting on nice gains with markets drifting lower, elections (hopefully) coming up, a possible government shutdown later this month, incredible amounts of uncertainty, huge debt loads and extreme bullishness. What could possibly go wrong? Answer? A LOT.
DWN Publisher Notes For 9/10/24
Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging". Meanwhile Michael Partnow provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!
MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025
In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.
The Taylor Market Report (9/3/24)
CASH CASH CASH CASH CASH CASH CASH CASH | It won't matter if you are in AI stocks, gold, bitcoin, index funds or equities in general. Lighten up, reduce risk and raise cash. Its gonna get nasty.
DWN Publisher Notes For 9/3/24
Friends, this week we look at all the market events lining up in September & delve into how AI is shaping financial content. Meanwhile, in addition to reading the weekly sector news in each of our columns, you really should read the openers to our columns Advisor Tech Talk & Top 5 VC this week, they're PHENOM...READ UP!!
MARTECH MINUTES: 5 Ways AI is Set to Impact Wealth Industry Content Marketing
Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom strategies.
The Taylor Market Report (8/27/24)
Big call here. Down on the year. If you can't bring yourself to be short, be OUT. The stock market is breathing carbon monoxide. Soon to be much lower. It's gonna get really nasty next month. WHEN MARKETS GO DOWN, ADVISORS TELL YOU NOT TO PANIC. THE BEST WAY TO NOT PANIC IS TO BE OUT BEFORE MARKETS GO DOWN.