Technology

Planning and Advice

Social media: The new economy of sharing

Facebook has now reached over 500 million users.

By Jay Palter |March 25, 2011

3 min read

Planning and Advice

YOU need a social media strategy, not your business

In the late 1990s, legendary management consultant Tom Peters had a prescient idea. No longer would business be dominated by established mega-brands. The future would be dominated, trumpeted Peters, by The Brand Called You.

By Jay Palter |January 26, 2011

2 min read

Planning and Advice

Using social media to build trust

When it comes to the business of advising, trust is arguably the most important factor in your success.

By Jay Palter |December 14, 2010

3 min read

Planning and Advice

Seven steps to social media engagement

Social media tools and technology are rapidly emerging as essential places for trusted advisors and practice professionals to build their reputation and expand their business networks. With the dizzying array of tools and sites out there, it can be difficult to know where to start or what to do after you start. With this in […]

By Jay Palter |November 2, 2010

3 min read

Follow the money, embrace social media

Mention social media to most advisors and they are more likely to think of their kids tweeting about the latest Justin Bieber track, rather than their high-net worth investors (HNWI). But the wealthy are more interested in social media than you might think. That wake up call came at the Strategy Institute’s 12th annual Marketing […]

By Vikram Barhat |October 27, 2010

3 min read

Listen before you leap into social media

Everywhere you turn these days, people are talking about social media, and rightly so. Social media tools are maturing, demographics are changing and the way that people network and build reputation is evolving. Should you set up a Facebook page? Should you Twitter? What about blogging? What would you blog about? How much time is […]

By Jay Palter |September 24, 2010

2 min read

De Goey: Cobalts and Geos

Marketing is so pervasive these days that it is often hard to distinguish between truth and the self-serving positioning. The financial services industry has long played a tacit game regarding costs, where product manufacturers and distributors downplay the importance of cost in order to maximize revenues. The inescapable truth is the more a product or […]

3 min read

Time-saving tip: How to develop a first-rate filing system

(October 2004) Being on the frontlines, training and coaching advisors and their teams across the country, I am not surprised that the ADVISOR Group’s recent Annual Dollars & Sense Survey found that the number one day-to-day challenge faced by advisors is “paperwork/administrative.” The paperwork/administrative challenge is probably unavoidable due to today’s environment of increased compliance […]

2 min read