AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

MARTECH MINUTES: Social Media – Financial Friend or Foe?

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Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.

The Taylor Report (9/6/22)

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Let's be really clear (spoiler alert). The equity markets are in a bear market. Inflation is easing (for now) with recession looming. Interest rates are going much higher.

MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing

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Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.

The Taylor Market Report (6/20/23)

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Here's a theory. Is the SEC attempting to scare investors and make it extremely difficult to buy bitcoin with the intent to drive them into an ETF? Pretty sure Blackrock contributes to political campaigns. Hmmm!

Publisher Notes For 5/5/21

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out!

WEALTHTECH INSIDER: Wealthtech’s Role In Laser-Focused, High Net Worth Service

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Technology’s role is supplemental to that of the advisor. It can’t replace the expertise and personal nature of the relationship, but it can add much-needed efficiencies that keep an advisor on-task and better able to focus their time on a client’s needs. Nowhere is that more necessary than the race to attract and retain the attention of high net worth clients.

MARTECH MINUTES: How SMEs Help Write Content

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To create high-quality content for your organization, consider working with an internal or external subject matter expert (SME), and an industry-specific copywriter or marketing agency can write content for your SME.

AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...

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Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.

2020, that’s all ya got? 2021, BRING..IT..ON!!!

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Welcome to our latest edition of Digital Wealth News™! We thought we'd have some fun this week and pop you with an amusing and unexpected twist (and photo) with our Publisher's Notes for the New Year!