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financial services

Influencing

9 takeaways from #MercerChats on #DigitalTransformation in #Finserv and #Fintech

Jay PalterJanuary 8, 2019 9:24 pmJanuary 9, 20190 Comments

Wow, what an exciting Twitter Chat today about the effect of digital transformation on fintech and financial services! In case …

Curating, Industry News

7 must-read articles on women in financial services

Jay PalterAugust 8, 2018 2:52 pmAugust 8, 20180 Comments

According to the 2017 Catalyst Women in Finance Report, women represent nearly 50% of all employees in the global financial …

Influencing, Selling

10 reasons to attend BAI Beacon in Atlanta

Jay PalterAugust 29, 2017 9:17 pmOctober 13, 20170 Comments

There are a lot of financial industry conferences on the calendar this fall, but few that offer as many compelling …

Influencing, Philosophizing

What Pokemon Go can teach us about the Pokemon Go meme

Jay PalterJuly 13, 2016 4:04 amJanuary 3, 20170 Comments

Want a perfect example of a meme? Look no further than all of these stories that have emerged in the …

Curating, Influencing

#Fintech influencers you should be following in 2016

Jay PalterJanuary 28, 2016 7:25 pmJanuary 11, 201812 Comments

Digital social networks have become places that we increasingly go in order to stay informed and up-to-date on the top …

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, Uncategorized

Building a Social Media Brand in Financial Services – My Conversation with Tash Elwyn

Jay PalterAugust 7, 2014 1:28 amJanuary 27, 20182 Comments

I first became aware of Tash Elwyn early in 2014. He’s the president of the Raymond James & Associate’s Private …

Branding, Influencing, Uncategorized

Top 250 financial services online influencers that you need to know

Jay PalterMarch 4, 2014 8:16 pmJanuary 27, 201811 Comments

Emerging social business intelligence tools are making it easier than ever before to identify and target online influencers in any …

Branding, Uncategorized

How to be a social leader in financial services

Jay PalterFebruary 11, 2014 5:34 amJanuary 27, 20183 Comments

CEOs that engage actively and effectively in social media are still a tiny minority in the business world – especially …

Branding, Curating, Uncategorized

10 types of content every financial professional should share in social networks

Jay PalterDecember 16, 2013 10:33 pmJanuary 27, 20181 Comment

Many financial professionals have social networking accounts set up on LinkedIn and some also have accounts on Twitter, Facebook and …

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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

    August 4, 2020
  • 12 LinkedIn profiles that stand out from the crowd

    12 LinkedIn profiles that stand out from the crowd

    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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