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Investing

Influencing, Investing

How to master the changing advisor-client relationship

Jay PalterJune 17, 2015 9:14 pmMarch 30, 20181 Comment

The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global …

Branding, Investing, Selling

3 ways to measure and boost the ROI of social networking

Jay PalterJanuary 15, 2015 5:59 pmAugust 3, 20181 Comment

The question of return on investment (ROI) naturally comes up anytime someone is suggesting you invest time and resources into …

Investing, Selling

66% of advisors gained clients from social media

Jay PalterDecember 17, 2014 5:38 amNovember 4, 20180 Comments

The number of financial advisors who are gaining new clients through social media is growing, according to a new survey …

Branding, Influencing, Investing, Uncategorized

Social media successes in financial services: Profile of Nicholas Miazek

Jay PalterMay 9, 2012 8:53 pmMay 9, 20120 Comments

I first met Nicholas Miazek on Twitter. After I followed him, he sent me a personalized direct message to say …

Influencing, Investing, triberr, Uncategorized

Go ahead, pick my brain

Jay PalterJanuary 2, 2012 11:52 pmJanuary 2, 20120 Comments

Adrienne Graham has written an excellent and thought-provoking article on the importance of getting paid for your knowledge and value …

Investing, Philosophizing, triberr, Uncategorized

Externalizing value in the pursuit of profits kills innovation and the economy

Jay PalterNovember 22, 2011 4:32 pmFebruary 15, 20180 Comments

Steve Denning has written a great piece in Forbes on Clayton Christensen and how business school number crunchers are killing …

Investing, Uncategorized

HNW preferred choice of advisor for range of financial product (chart)

Jay PalterOctober 14, 2011 2:59 amOctober 14, 20110 Comments

For full paper, see The Future of World-Wide Wealth Management.

Influencing, Investing, Uncategorized

Top 5 takeaways from Winning the Battle for the Wealthy Investor

Jay PalterJuly 27, 2011 7:46 pmJuly 27, 20110 Comments

Cisco recently conducted a study of under-50 year old wealthy investors. The report, Winning the Battle for the Wealthy Investor, offers …

Influencing, Investing, Uncategorized

Tiger21 is leading social edge of active HNW investors

Jay PalterJuly 12, 2011 9:26 pmJuly 12, 20110 Comments

Tiger21 is a “learning organization” for high net-worth investors, according to its founder Michael Sonnefeldt, helping them to become better …

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Recent Posts

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Recent Posts

  • A Guide to Non-Paywalled Finance and News Sources to Share
  • Fintech podcasts you may not know yet
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