WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
The Taylor Market Report (5/30/23)
One would think that with the U.S teetering on the cusp of defaulting on its debt, inflation not going down, economic growth slowing, interest rates rising and the general mood "blah," financial markets would be......doing something. But no.
Publisher Notes For 5/31/23
Friends, we hope you enjoyed a beautiful Memorial Day, a day when I can't help but reflect on the sacrifice made by so many for our country and feel such gratitude. In the meantime, this week's newsletter is again chock full of such important info for the digital wealth sector! READ UP!
REAL CLEAR CRYPTO: Onboarding the Next 100 Million Crypto Users With Web3 Gaming
The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game value over their playtime.
MARTECH MINUTES: The 411 on Advisor Content Marketing
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
The Taylor Market Report (5/23/23)
First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summer mode is setting in.
Publisher Notes For 5/24/23
Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more! READ UP!!
BACK OFFICE HEROES: Celebrating the 2023 Winners
A back office hero is someone who ensures the behind-the-scenes work is taken care of in a wealth management firm so others can devote more of their focus to helping clients, said Ryan George, CMO at Docupace.
REAL CLEAR CRYPTO: When to use Private vs. Public Blockchains
There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.
MARTECH MINUTES: Tips For Selecting Best-of-Breed MarTech
As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.