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Rethink. Financial Advice Podcast: Overcoming Financial Vulnerabilities w/ Michael Liersch
Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life...
STANDARD DEVIATIONS PODCAST: Heather Fortner – Building the Human-First RIA
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner.
As CEO, Heather Fortner leans into her passion for listening...
Decentralized Diaries For The Week of 6/6/23
By Christopher Hamman
With GREAT drama from the regulators at the SEC, the crypto space nevertheless hummed along with the usual suspects coming...
BACK OFFICE HEROES: Where Advisory Firms Should Spend their Digital Marketing Dollars
To make the most of their digital marketing dollars, advisors should prioritize proven strategies for success: website design, search engine optimization, and unique content.
The Week in Digital Wealth (6/6/23)
By Christopher Hamman
Happy new month!
As we all heave a sigh of relief with the end of the...
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
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)
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...
The Taylor Market Report (5/30/23)
One would think that with the U.S teetering on the cusp of defaulting on its debt, inflation not going down, economic growth slowing, interest rates rising and the general mood "blah," financial markets would be......doing something. But no.