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MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing

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Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.

Rethink. Financial Advice Podcast: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? ...

The Taylor Market Report (4/11/23)

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Even if (big if) inflation drops to 3%, interest rates would need to be 5% to have positive returns. Should inflation only drop to 4%.......well, do the math. It ain't bullish.

The Taylor Market Report (4/4/23)

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The Saudis & OPEC are out to hurt the US economically. Wait 'til they turn their sights on the USD. Inflation is not dead. It's paused at an elevated level. The Easter Bunny brings colored eggs & candy, not inflation relief.

The Taylor Market Report (3/28/23)

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Markets are experiencing the calm (and complacency) before the storm. Get ready. The academics won't kill bitcoin. It's driving them crazy, but it's the ultimate "too big to fail."

The Taylor Market Report (3/21/23)

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The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?

The Taylor Market Report (3/14/23)

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Is the Fed bailout (full deposit backstop) of SVB & Signature Bank the first step in taking over the banking system and paving the way for a CBDC (central bank digital currency)?

The Taylor Market Report (3/7/23)

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Inflation is going higher. Interest rates are going higher. I've sat through this movie before (1970's and 1980-81), and it does not end well.

The Taylor Market Report (2/28/23)

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The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?

The Taylor Market Report (2/21/23)

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Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner