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Publisher Notes For 7/25/23

Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative, the first of its kind in the nation.  We also have great thought leadership on crypto self custody, data mapping, lead generation and more. READ UP!!

MARTECH MINUTES: How Advisors Can Become Thought Leaders

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Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.

REAL CLEAR CRYPTO: The Key to Cryptocurrency – Understanding Self-Custody

self-custody of cryptocurrencies allows for transactions that keep your identity relatively hidden, providing you with a sense of autonomy that traditional banking systems can't match.

BACK OFFICE HEROES: The Most Effective Path to Lead Generation

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Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

WEALTHTECH INSIDER: Advisors in Transition – Maneuvering the Broker Protocol

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More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

The Taylor Market Report (7/18/23)

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Markets do crazy things. Bitcoin $68k. Japan's stock market went straight up (literally) to almost 40k in 1989. The dotcom bubble. The S&P is in steroid bubble land. Be careful.

Publisher Notes For 7/18/23

Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!

REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

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.

INTELLIGENCE FOR GROWTH: The Power of Images-5 Tips for Driving Content Engagement

In this article, the marketing experts at TIFIN Clout provide five easy best practices to help you deploy images that will drive clicks and engagement with your content.