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STANDARD DEVIATIONS PODCAST: Nuala Wash – Ten Steps to Better Decision Making
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by behavioral scientist Nuala Walsh.
Nuala Walsh is a non-executive director, behavioral scientist,...
MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.
AI & Finance™ | News for the Week Ending 6/21/24
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...
AI EDUCATION: What Is “AI STEVE”?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we find inspiration in, of all things,...
The Taylor Market Report (6/18/24)
Equity markets are getting ever more narrow. AI and tech stocks are masking a lot of underlying weakness. Hey, but who cares? We all know markets only go up, right? News and common sense doesn't matter.
The AI Takeover. It’s Only Just Begun.
Yikes! The artificial intelligence (AI) takeover is further along then we thought. Very subtle and, at times, seemingly under the radar, but it's under...
The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
Decentralized Diaries for the Week of 6/18/24
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns.
The...
STANDARD DEVIATIONS PODCAST: Shawn Sparks – The Advisor Transformation
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners
Shawn Sparks has worked with hundreds...
MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.