BACK OFFICE HEROES: Steps to Digitizing Back Office Operations
Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.
REAL CLEAR CRYPTO: The Institutions are Coming!
Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.
MARTECH MINUTES: A Quick Guide to Selecting MarTech
For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.
INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content
While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.
The Taylor Market Report (7/4/23)
It happened. Again. First Bitcoin exceeded the price of gold (2017) and now.......ETH is firmly above the shiny metal's price. It's right in front of you; gold has been replaced by the digital asset twins.
Publisher Notes For 7/4/23
Friends, it's a summer week with a holiday on a Tuesday(??) and more people traveling at any time than in recent history, so we'll keep it short & sweet this week! In the meantime, HAPPY BIRTHDAY, AMERICA & READ UP!
MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors
Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.
REAL CLEAR CRYPTO: Digital Assets – Safe Investing and Protecting Your Investment
Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us.
The Taylor Market Report (6/27/23)
Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.
Publisher Notes For 6/28/23
Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach! Meantime, here we go with more news you can use in the world of fintech and digital assets READ UP! | Cindy Taylor, Publisher