Jay Palter
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financial advisors

Curating

How to curate great content

Jay PalterMarch 14, 2016 5:16 pmNovember 29, 20172 Comments

For the past couple of years, I have been honoured to participate in Implement Now, a virtual summit that brings …

Branding, Philosophizing

How to survive and thrive in the digital age of financial services

Jay PalterNovember 4, 2015 6:34 amMay 21, 20203 Comments

WHY digital technology undermines the prevailing business strategy of the past 30-40 years and HOW financial services firms as well as individual advisors and agents can adapt their businesses to the realities of the new digital age of financial services.

Branding, Influencing

3 advisor teams with winning social strategies

Jay PalterJune 22, 2015 5:08 pmMarch 30, 20180 Comments

There are two types of advisors when it comes to social media: the ones that get it and the ones …

Branding, Caring, Influencing, Uncategorized

How one advisor uses social media to build her community and business

Jay PalterJune 17, 2013 5:55 pmFebruary 10, 20180 Comments

Financial professionals and firms are increasingly trying to figure out how to leverage social media to support their business objectives. …

Branding, Influencing, Uncategorized

6 reasons WHY professionals need to grow their LinkedIn network

Jay PalterMay 4, 2012 9:31 pmMay 4, 20120 Comments

Anyone who wants to use LinkedIn or or other social networks to build their business can find lots of articles …

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Recent Posts

  • Fractional Sales: A New Way to Scale Growth

    Fractional Sales: A New Way to Scale Growth

    March 9, 2021
  • A Guide to Non-Paywalled Finance and News Sources to Share

    A Guide to Non-Paywalled Finance and News Sources to Share

    October 27, 2020
  • Fintech podcasts you may not know yet

    Fintech podcasts you may not know yet

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  • 12 LinkedIn profiles that stand out from the crowd

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    June 11, 2020
  • How to Deliver Better Zoom Presentations Using Virtual Backgrounds

    How to Deliver Better Zoom Presentations Using Virtual Backgrounds

    June 11, 2020

Recent Posts

  • Fractional Sales: A New Way to Scale Growth
  • A Guide to Non-Paywalled Finance and News Sources to Share
  • Fintech podcasts you may not know yet

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