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With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

Summary: You’ve been to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to...

Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

Summary: Asking for referrals tends to be taught as the gold standard for growing ones business, but is it?  Asking for referrals in fact...

When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage MarTech.

It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...

The things that make a cryptocurrency market, whether Ethereum (ETH) or Bitcoin (BTC), trend upwards (bullish) or trend downward (bearish) are the same things that give value to the crypto in question.

Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

By Christopher Hamman Crypto winter is on its way out! Token prices continued to rise, regardless of the continuing contagion and enforcement actions taken...