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MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors
When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
STANDARD DEVIATIONS PODCAST: Robert Sofia – A Comprehensive Guide to Financial Advisor Marketing
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Robert Sofia of Snappy Kraken.
Robert Sofia is the CEO of...
AI & Finance™ | News for the Week Ending 6/7/24
Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...
The Week in Digital Wealth (6/4/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
WEALTHTECH 3.0: Going Beyond the Tech
While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
AI EDUCATION: What (or Who) is Sophia?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we're delving into Sophia,...
AI & Finance™ | News for the Week Ending 5/31/24
When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...
MARTECH MINUTES: How Financial Education Helps Grow AUM
For financial advisors, a significant reason clients leave their advisors and seek new ones is a need for more communication, namely, financial education.