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Top 5 VC Deals of the Week in Fintech (8/1/23)
The domestic "cool down"
M&A involving U.S.-based, VC-backed companies is on pace for its slowest year since 2013. Through Q2 2023, only...
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.
Publisher Notes For 7/25/23
Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative, the first of its kind in the nation. We also have great thought leadership on crypto self custody, data mapping, lead generation and more. READ UP!!
MARTECH MINUTES: How Advisors Can Become Thought Leaders
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...
BACK OFFICE HEROES: The Most Effective Path to Lead Generation
Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.
WEALTHTECH INSIDER: Advisors in Transition – Maneuvering the Broker Protocol
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise.