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.
DWN Publisher Notes For 9/18/24
Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!
MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry
In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.
WEALTHTECH 3.0: Beyond the Game – Empowering All College Students to Reach Their Full...
Our recent conversation with Pamela Cytron, President of The Founders Arena Wealthtech Accelerator, explores the implications of NIL and how parallel opportunities must be available for non-athlete students equally poised to impact society profoundly.
The Taylor Market Report (9/10/24)
Investors are sitting on nice gains with markets drifting lower, elections (hopefully) coming up, a possible government shutdown later this month, incredible amounts of uncertainty, huge debt loads and extreme bullishness. What could possibly go wrong? Answer? A LOT.
DWN Publisher Notes For 9/10/24
Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging". Meanwhile Michael Partnow provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!
MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025
In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.
The Taylor Market Report (9/3/24)
CASH CASH CASH CASH CASH CASH CASH CASH | It won't matter if you are in AI stocks, gold, bitcoin, index funds or equities in general. Lighten up, reduce risk and raise cash. Its gonna get nasty.