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STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen. Amy Mullen, CFP® is President of Money Quotient. In this role,...

Advisor Tech Talk (Week of 8/01/23)

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It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

Decentralized Diaries for the Week of 8/1/23

The crypto bills are finally heading in one direction. That's a big win for the Bitcoin (and crypto) community. It's a long way ahead before the...

Cindy Taylor Interviews Wyoming’s Gov. Mark Gordon on the State’s Blockchain Innovation

Publisher's Note:  I recently had a far-ranging conversation with Governor Mark Gordon of Wyoming on the state's innovation in the blockchain sector, a new...

INTELLIGENCE FOR GROWTH: Curating Newsletters For Strategic Advisor Marketing

Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.

The Week in Digital Wealth (8/1/23)

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

MARTECH MINUTES: How Advisors Can Become Thought Leaders

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Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.

REAL CLEAR CRYPTO: The Key to Cryptocurrency – Understanding Self-Custody

self-custody of cryptocurrencies allows for transactions that keep your identity relatively hidden, providing you with a sense of autonomy that traditional banking systems can't match.

STANDARD DEVIATIONS PODCAST: Brendan Frazier – 10 Rules for Human-First Financial Advice

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Brendan Frazier. Brendan Frazier is the founder of Wired Planning, the host of...

The Week in Digital Wealth (7/25/23)

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...