Morning Memo
 
Wealth Management Morning Memo

DECEMBER 9, 2022

REAL ESTATE

Five Years In, Opportunity Zones Are Hitting Their Stride

A question looming over the industry is whether the legislation will get renewed or if the benefit will fade once the law expires.

FULL ARTICLE

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MARKETING

Modern Marketing As a Revenue Driver

The wealth management industry has entered the phase where marketing must produce business results, according to speakers at the MarketCounsel Summit.

FULL ARTICLE

RESOURCE CENTER

The Family Office Playbook for Evaluating New Technology

Explore practical tips for identifying the most important technology needs of family offices and evaluating solutions.

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MINDY DIAMOND ON INDEPENDENCE

Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm

After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes three of his daughters. Larry discusses the value of family, legacy, business ownership, autonomy, and more.

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TECHNOLOGY

Without Digital Technology, Your Financial Advisory Firm May Be Stuck in the Stone Age

Those who embrace the tech landscape now will have a greater claim to success as the financial industry slowly realizes the opportunities digital marketing provides.

FULL ARTICLE

SPONSORED WEBINAR

Navigating Today's Municipal Bond Market

Join this webinar on December 15th as experts discuss opportunities in fixed income across both investment grade and high yield, as well as the pros and cons of municipal bonds vs taxable bonds

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