MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships
Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.
WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise
For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.
The Taylor Market Report (11/28/23)
Looks like the race is on. ETH and gold. The bets are on ETH ultimately trading above gold. Bitcoin surpassed gold way back in 2017 and never looked back. It's ETH's turn.
DWN Publisher Notes For 11/28/23
Friends, hoping Thanksgiving was filled with joy for you and yours. This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!
INTELLIGENCE FOR GROWTH: Why Doing Nothing Is a Marketing Decision Your Firm Can No...
Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.
REAL CLEAR CRYPTO: 2024 – The Year Apple Takes Virtual Reality Mainstream
As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.
MARTECH MINUTES: How to Prove the Value of Marketing
Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?
WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It
Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.
The Taylor Market Report (11/21/23)
I remind the equity bulls expecting a year end rally (has this been it?), there is another month in 2023. You may have heard of it......December. Inflation may be moderating but it's still stalling at a higher level.