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Publisher Notes For 3/8/22

We have such a powerful newsletter this week ranging from the subtleties of posting to social media by platform to maneuvering "Broker Protocol" to the profits and perils of NFTs. And that's just getting started. Then we delve into the fintech ramifications for the Ukraine/Russia conflict and wrap it all up in a bow with several eye-opening Gray Swan scenarios. Read Up!

What Would Aaron Rodgers Do?

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Seriously. You are the current quarterback of the Green Bay Packers in theNational Football League, a four-time MVP (most valuable...

TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs

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Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.

INTELLIGENCE FOR GROWTH: How AI Makes Content Marketing Faster, Easier and More Focused

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As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption

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RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.
Volcano

Is 2022 a “Tonga Year”?

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So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge hopes and dreams.

2022 Predictions in Digital Wealth from the C-Suite, Part 2

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The new year is officially here and with it, we are continuing our series "2022 Predictions in Digital Wealth from the C-Suite". Just like last year, we've been blessed with so many submissions from amazing fintech founders that we've opted to break the series up into 3 weekly articles. This week, you'll find Part 2, and MORE GREAT INSIGHT from the industry movers and shakers on what to expect for the coming year.
Bill Taylor

The Taylor Report (12/21/21)

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Inflation is not going away (nope) and will get worse. The Fed may not want to raise rates but the market will do it for them. The Fed has lost control.

WEALTHTECH INSIDER: Building Trust – 3 Ways to Influence Clients to Take Your Financial...

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The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.
Bill Taylor

The Taylor Report (12/14/21)

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Inflation is out of control (certainly not transitory) & the Fed is lost. They don't have a clue on what to do, or the guts to do what they need to do. Not a deer in the headlights....a deer in the rear view mirror that's been run over.