MARTECH MINUTES: Digital Marketing Basics Part 1 – Database Management
A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.
REAL CLEAR CRYPTO: A Slow Walk Away From Banking
It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment. We are seeing an about-face from the Federal Reserve when it comes to their treatment of crypto assets.
BACK OFFICE HEROES: Wealth Management Operational Metrics that Matter
In the financial services industry, numbers are everything. Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you’ve reached it?
The Taylor Market Report (3/21/23)
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
Publisher Notes For 3/22/23
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year. READ UP!
REAL CLEAR CRYPTO: US Crypto Banking Embargo Brewing?
With the FDIC’s March 12th seizure of Signature Bank, what started as a bank run on Silvergate Bank has become a coordinated attempt by the FDIC to remove crypto related firms from banks in the United States.
MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.
BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions
The Taylor Market Report (3/14/23)
Is the Fed bailout (full deposit backstop) of SVB & Signature Bank the first step in taking over the banking system and paving the way for a CBDC (central bank digital currency)?