MARTECH MINUTES: How Marketing Teams Can Survive Budget Cuts and M&A
During times of change, marketing teams need to prioritize their actions. Budget cuts mean less room for experimentation, so focusing on tried-and-true tactics that deliver results becomes paramount.
DWN Publisher Notes For10/2/24
Friends, with our upcoming Big Sky AI Roundtable later this month here in Bozeman, things have shifted into overdrive here at DWN world headquarters! Even so, we continue to put out THE BEST QUALITY CONTENT in digital wealth and AI for our readers and this week was no exception...READ UP!!
The Taylor Market Report (10/1/24)
October is not the kindest month for investors. Waiting for one more big push up might be like picking up quarters on the freeway. Odds are not good. If being short isn't for you, at least be defensive and cautious.
WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services
The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.
MARTECH MINUTES: 5 Things Advisors Must Do Now To Grow AUM in 2025
Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.
LESSONS IN POP CULTURE | “Rock n Roll Star(s)” Lessons
The British rock band Oasis announced a long-awaited reunion in late September 2024, with a tour in 2025 that will include stadium shows in...
The Taylor Market Report (9/24/24)
If everything is so good why are stimulus programs (China for one) being enacted and central banks cutting interest rates? Market tops don't happen when everyone is bearish.
DWN Publisher Notes For 9/25/24
Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry events (are they really worth it?) Meanwhile, in Defi Diaries, we explore Blackrock's continued foray in to BTC and that's just the tip of the iceberg in this week's industry news coverage...READ UP!
MARTECH MINUTES: Prospect Email Communication: How to Avoid Fines
A compliance-focused approach to prospect email marketing can help ensure that advisors can effectively connect with prospects without failing to comply with the CAN-SPAM Act.
The Taylor Market Report (9/17/24)
Going neutral on everything. It's too much to handle right now. I fully expect a whole lot of "shenanigans" before the 'scheduled' election. When in doubt, sit it out.