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BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
STANDARD DEVIATIONS PODCAST: Jay Coulter – The 5 Dimensions of a Great Advisory Practice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter.
Jay Coulter is a practice management and investment portfolio...
Rethink. Financial Advice Podcast: Goldman Sachs Supporting Independent Advisors With Richard Lofgren
With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...
The Week in Digital Wealth (10/2/23)
This Fall is unlike any other.
It is unique.
Our thoughts and prayers are with New York residents at this time who have gone through massive...
Decentralized Diaries for the Week of 10/2/23
Happy New Month!
Can the SEC win a war on several fronts?
That's the big question as ETF applications get differing responses from the regulator.
Gemini clarified...
MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals
Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
Top 5 VC Deals of the Week in Fintech (10/2/23)
Pivoting...
As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...
The Taylor Market Report (9/26/23)
While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional demand for the digital assets.
DWN Publisher Notes For 9/27/23
Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant. Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!