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INTELLIGENCE FOR GROWTH: Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, prospecting isn’t half as painful as it used to be.
The Taylor Market Report (OOO w/o 8/14)
Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21. In the meantime, you can check out all his prior reports here
Publisher Notes For 8/8/23
Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!
BACK OFFICE HEROES: Transforming Data Entry To Transform Your Wealth Management Firm
The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech stack.
MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines
Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.
REAL CLEAR CRYPTO: It’s Not About Bitcoin – It’s About the Technology
Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that the same technology that powers Bitcoin will power tomorrow’s technology companies.
INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks
In this article, TIFIN Clout, an AI-powered digital marketing solution for FAs, offers practical guidance and actionable tips to help you make those improvements to start driving meaningful clicks to your website fast.
AI ILLUMINATIONS: Who is Ready to get ONBOARD?
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.
STANDARD DEVIATIONS PODCAST: Dr. Michael Finke – The Science of Happy Retirement
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. Michael Finke.
Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director...
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...