Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
The Taylor Report (4/19/22)
The biggest "new" thing of the week is how many investors/traders believe that inflation, higher interest rates and geopolitical events don't matter. Yeah, right!
Publisher Notes For 4/20/22
Friends, this week we explore what may be driving the unusual Bitcoin markets, review our top VC deals (Brazil brought us the "winner" this week) and explore Tesla's latest exploits in crypto mining, plus so much more. READ UP! Cindy Taylor | Publisher
REAL CLEAR CRYPTO: The Future of Crypto, Part 1
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the mainstream.
The Taylor Report (4/12/22)
BITCOIN WEAKNESS? COULD THE CAUSE BE SHORT SELLING AGAINST BUYING THE GRAYSCALE BITCOIN TRUST? THE GBTC TRADES AT A 25%-30% DISCOUNT TO CASH BTC.
Publisher Notes For 4/13/22
Friends, wishing all our friends who celebrate a joyous Easter and beautiful Passover holiday this coming week. In the meantime, more digital wealth sector news awaits as we explore Wyoming's role in the crypto revolution, visit with the team behind Two Prime Digital Assets and review automating both marketing and overall business processes in this week's content. READ UP!
REAL CLEAR CRYPTO: The Beating Heart of Next-Gen Crypto Development Is In… Wyoming?
The digital asset industry’s U.S. center could soon be the sparsely populated, scenic western state of Wyoming, said John Sarson, CEO of Sarson Funds.
The Taylor Report (4/5/22)
Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.
Publisher Notes For 4/6/22
Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on. This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more. READ UP!