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INTELLIGENCE FOR GROWTH: 5 Tips for Visually Driving Content Engagement

Images capture the eye faster than text, so a bold visual can get your prospect to read your headline and increase clicks. An effective image can also maintain interest, support your message, and break up text.

WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors

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Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.

Advisor Tech Talk (Week of 6/6/23)

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A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

Top 5 VC Deals of the Week in Fintech (6/6/23)

Top 5 VC Deals of the Week in Digital Wealth (6/5/2023) Hard economic times often yield innovation; with that, seed funding...

Publisher Notes For 5/31/23

Friends, we hope you enjoyed a beautiful Memorial Day, a day when I can't help but reflect on the sacrifice made by so many for our country and feel such gratitude.  In the meantime, this week's newsletter is again chock full of such important info for the digital wealth sector! READ UP!

STANDARD DEVIATIONS PODCAST: Derek Hagen – Working with Change-Resistant Clients

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen. Derek Hagen is the founder of Money Health Solutions®️, a financial...

Rethink. Financial Advice Podcast: The Future of Agency Featuring Mark Pfaff

Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in...

REAL CLEAR CRYPTO: Onboarding the Next 100 Million Crypto Users With Web3 Gaming

The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game value over their playtime.

OpEd: Financial Literacy in America – We Must Act Now

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Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understanding how to...

MARTECH MINUTES: The 411 on Advisor Content Marketing

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.