The Taylor Market Report (10/24/23)
Just in case you may not have noticed........a new bear market in stocks is now underway. Very stealthy at first. Realize that before all your neighbors do.
DWN Publisher Notes For 10/24/23
Friends, is AI REALLY that smart? We also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!
REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk
Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency.
MARTECH MINUTES: Choosing the Best Finance Content: Original or Enterprise?
To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.
INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They...
Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.
Fintech Corner: Using Technology To Unify A Firm
Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.
WEALTHTECH INSIDER: Here’s What Makes a Perfect Match for Advisors Breaking Away or in...
Recognizing that, even amid the recent Covid pandemic, advisors are breaking away from brokerages and switching between firms at an accelerating rate, Orion has entered the matchmaking business.
The Taylor Market Report (10/17/23)
S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.
DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.