Home Search
EY - search results
If you're not happy with the results, please do another search
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.
The Week in Digital Wealth (8/1/23)
Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended).
That said, with...
The Taylor Market Report (7/25/23)
Have you noticed (i have) there are now multiple ways to gauge inflation. Confuse investors like a magician so they ignore the obvious. No matter what, it’s getting more expensive to live.
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.
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.
AI ILLUMINATIONS: How Data Mapping Helps Advisors, Firms, and Investors
By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.