The Signal: 5 Must-Reads For Financial Advisors – Nov. 22 Edition

by on November 22, 2013

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.

How to Counsel Clients in a Hot IPO Market

Ask WHY and keep asking until you get to the bottom of the client’s reasoning.

When Will There Finally Be A Good Personal Financial Manager (PFM) Software Solution For Advisors?

A detailed review of the current PFM landscape from a guy who does his homework.

5 Reasons Clients Make Bad Investment Decisions

Behavioral finance underlies any client-advisor relationship. Here’s a quick reminder of the key triggers for clients.

Four Studies on the Adoption of Social Media by Financial Advisors and Investors

Social is transforming how we all communicate and do business – even financial advisors.

The Unofficial Goldman Sachs Holiday Gift Guide

“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 or follow @jaypalter on Twitter.