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.
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!
MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?
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: The Anatomy of a Common Crypto Scam – Unveiling the Tactics...
The crypto landscape is a double-edged sword. On one side, it offers incredible opportunities for investment & financial growth. On the other, it's fertile ground for scams that exploit the uninformed & hopeful.
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.
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.
The Taylor Market Report (9/12/23)
September and October (are notoriously "unfriendly" to the equity markets. Just a reminder if you have equity positions. You are part of a very bullish group, and very crowded trade.
Publisher Notes For 9/13/23
Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!
MARTECH MINUTES: How Investors Benefit From Finance Content Marketing
Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.