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Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
MARTECH MINUTES: A Quick Guide to Selecting MarTech
For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...
Decentralized Diaries for the Week of 7/10/23
Larry Fink is finally a "crypto believer".
While his intents seem to be a good thing for the space, it remains "yet to be seen"...
Top 5 VC Deals of the Week in Fintech (7/10/23)
The grass is always greener...
It's mid-year, with six months of deals behind us and nothing ahead but greener pastures (or forests)....
INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content
While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.
The Taylor Market Report (7/4/23)
It happened. Again. First Bitcoin exceeded the price of gold (2017) and now.......ETH is firmly above the shiny metal's price. It's right in front of you; gold has been replaced by the digital asset twins.
Rethink. Financial Advice Podcast: The Biggest Challenge in Wealth Management with Derek Notman and...
What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what they...
Publisher Notes For 7/4/23
Friends, it's a summer week with a holiday on a Tuesday(??) and more people traveling at any time than in recent history, so we'll keep it short & sweet this week! In the meantime, HAPPY BIRTHDAY, AMERICA & READ UP!
Chaos and the 4th of July
First, Happy 4th of July. Another birthday for America. Keep them coming and coming and coming.
Chaos? Yup, and not just at the airports. If...