MARTECH MINUTES: Digital Marketing Basics Part 3 – Focusing on Meta Descriptions

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Search engines claim that meta descriptions do not have a direct impact on SEO. However, meta descriptions boost the click-through rate (CTR) for webpages, signaling to search engines that your page is trustworthy. A strong meta description will boost your SEO score.

REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...

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Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.

WEALTHTECH INSIDER: How to Grow Through the Next $1 Billion AUM

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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.

REAL CLEAR CRYPTO: Part 2 – Digital Art NFTs

Understanding how NFTs have made an impact in the digital asset community is important for advisors to know so that they can have meaningful conversations with their clients.

AI ILLUMINATIONS: The Value of An Automation Center of Excellence

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.

The Taylor Report (4/26/22)

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Don't panic BUT get concerned. When it rains, it rains on all. I have moved both BTC and ETH to neutral. Holding current positions, but not adding or initiating new buys until we see just how nasty this selling becomes.

Publisher Notes For 2/9/23

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Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs

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Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.

The Taylor Report (3/29/22)

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IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.