This week: Holiday season is upon us. Check out the “unofficial” Goldman Sachs gift guide and a few other presents for you this weekend. You’re welcome. I know you’d do the same for me.
Ask WHY and keep asking until you get to the bottom of the client’s reasoning.
A detailed review of the current PFM landscape from a guy who does his homework.
Behavioral finance underlies any client-advisor relationship. Here’s a quick reminder of the key triggers for clients.
Social is transforming how we all communicate and do business – even financial advisors.
“Wearing a Rolex is like driving an Audi: it says you’ve got some money, but nothing to say.”
Jay Palter is a social business strategist and marketing expert specializing in building social networks for financial professionals and wealth management firms. For more information, visit http://jaypalter.ca or follow @jaypalter on Twitter.