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DWN Publisher Notes For 12/5/23
Friends, this week we begin a new 5-part series on AI in Finance. Uncomfortable with this paradigm-shifting technology? You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!
STANDARD DEVIATIONS PODCAST: Dr. Ali McCarthy – Doubling Your Business with Emotional Intelligence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy.
Ali is a corporate marketing advisor who...
REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore
There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.
MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships
Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.
AI In Finance, Part 1: Harnessing the Power of Artificial Intelligence in the Finance...
This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...
The Week in Digital Wealth (12/4/23)
Happy new month!
Just how deep does the AI rabbit hole go?
Nobody knows.
Every solution and product is most likely automated or has integrations.
That said, Bloomberg...
Decentralized Diaries for the Week of 12/4/23
"The harder they rise, the harder they fall".
At least, that's how the saying goes.
The crypto space won't be the same without Changpeng Zhao.
That said,...
Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise
For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.