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MARTECH MINUTES: How Organizations Can Produce High-Quality Content Without Writing a Word
To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.
The Taylor Market Report (2/21/23)
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
MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing
By Teresa Leno
A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...
BACK OFFICE HEROES: Creating a Frictionless Onboading Experience
Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.
The Taylor Market Report (2/14/23)
Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.
Decentralized Diaries For The Week of 2/14/23
By Christopher Hamman
There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage.
The SEC...
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
The Taylor Market Report (2/7/23)
Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.
Publisher Notes For 2/9/23
Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!