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The Taylor Market Report (3/21/23)
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
Publisher Notes For 3/22/23
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year. READ UP!
Decentralized Diaries For The Week of 3/22/23
By Christopher Hamman
It looks like things are heating up for the crypto space!
Despite the regulatory pushback, things are looking up.
Crypto crime is...
BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
The Week in Digital Wealth (3/22/23)
By Christopher Hamman
Last week went by with diminished fears of a total banking sector coming to a...
The Taylor Market Report (3/14/23)
Is the Fed bailout (full deposit backstop) of SVB & Signature Bank the first step in taking over the banking system and paving the way for a CBDC (central bank digital currency)?
Publisher Notes For 3/15/23
Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week. And while it can be debated, who (or what) is ultimately at fault, in the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP!
Rethink. Financial Advice Podcast: Putting the Advisor First – An Accelerating Curve Featuring Dave...
Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable...
MARTECH MINUTES: The Rise of Advisor Marketing Departments
With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.