Publisher Notes For 2/21/23
Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!
REAL CLEAR CRYPTO: “Green” Bitcoins & How Crypto Can Support Environmental Sustainability
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing
By Teresa Leno
A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...
BACK OFFICE HEROES: Creating a Frictionless Onboading Experience
Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.
The Taylor Market Report (2/14/23)
Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.
Publisher Notes For 2/14/23
Friends, Happy Valentine's Week, and what a week we're in! With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us? One thing we know, fintech innovation marches on regardless. READ UP!
REAL CLEAR CRYPTO: Blockchain is Changing my Business – Legal Sector
Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...
The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.
The Taylor Market Report (2/7/23)
Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.