WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem
Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.
INTELLIGENCE FOR GROWTH: The Financial Advisor’s Guide to Becoming a Podcaster
Today, over one-third of Americans listen to podcasts regularly, so it makes sense that a growing number of financial advisors are exploring ways to integrate this tool into their marketing arsenal.
BACK OFFICE HEROES: Why Firms Should Prioritize Compliance
A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end
The Taylor Market Report (8/29/23)
So what's coming after this summer is over? I fully expect there will be a sharp stock market selloff (yup, sticking to it). When you realize you should get short.....it's too late.
Publisher Notes For 8/29/23
Friends, ever wonder about the secret sauce that drives chamionship teams? Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week. Enjoy the unofficial end of summer and READ UP!!
MARTECH MINUTES: From Expectations to Delivering Value
The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.
INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively
Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.
WEALTHTECH INSIDER: How to Grow Through the Next $1 Billion AUM
After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reassess.
The Taylor Market Report (8/22/23)
Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).
Publisher Notes For 8/22/23
Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!