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DWN Publisher Notes For 10/31/23
Friends, our CEO mentioned that he's researching DWN for historical info for his content this week. We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!
STANDARD DEVIATIONS PODCAST: The Top Five Regrets of the Dying
For the next few weeks, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Daniel first launched his podcast...
BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice
The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.
The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.
DWN Publisher Notes For 10/24/23
Friends, is AI REALLY that smart? We also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!
STANDARD DEVIATIONS PODCAST: Saundra Davis – Balancing Candor and Compassion in Client Communications
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Saundra Davis.
Saundra Davis, MCC, MSFP is a highly respected financial...