The fact is, people invest in #Bitcoin. If you're in #wealthmanagement, you should manage it. How you could ever integrate it into a #financialplan is another matter. Just God forbid you actually use it as a #currency.
Attention #fintech CEO and CMOs:
Products do not sell themselves.
Innovation and high-quality make it easier, but you still need to get the message out and differentiate yourself. And yes, that means spending money on #marketing.
Goldman Sachs launches their #roboadvisor into a crowded field. Will be interesting to see how they go to market to this audience. In any case, we'll open an account for research as always. #wealthmanagement
To honor the work of Dr. Martin Luther King Jr. today, we encourage you to make a Transformational Deposit at @HopeCreditUnion. Visit their site to see why. Thank you @AndreaBLongton for the idea. #MLKDay #MLK
This is bigger than huge for #FinancialServices marketing. It's truly transformational. But there are rules. #wealthmanagement #advisor #financialadvisor #RIA #HappyHolidaysFromTheSEC
The #RIA business was always the focus of GS's acquisition of Folio, but surprised they didn't roll retail into their other offerings. #wealthmanagement #roboadvisor
Even in 2020, there are things to be thankful for. We're reprising our post from 2017 to help remind ourselves. Consider printing it out for yourself. #HappyThanksgiving2020
