Thought Leaders

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.

Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more.  Happy Valentine's Day to you and yours!  READ UP!!

Friends, in this week's edition of DWN, we ponder whether AI is the new Bitcoin, delve into the latest declarations from BTC enthusast Michael Saylor, and so much more. READ UP!!

This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

The S&P has bounced back up after recent selloffs but there's still not a big change on the week. Gold had a fun trip to $2,400 and just took an almost $100 drop. With that, looks like BITCOIN and ETH had their "dip."

Diversity is vital in every facet of life and must be so in finance content. Understanding this, infusing diversity into your finance content is essential to appeal to a broader audience spectrum

In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.

In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, and securing funding.