This week: Demographic and technology trends that are affecting the financial services industry. (And no stories about Toronto’s crack smoking mayor, I promise.)
These tech trends will affect your business. The real question is when.
The Millennials are showing up as employees and clients in financial services firms and they come with their own unique view of the world.
Know your client. Understand your products. Don’t sugar coat. And document, document, document.
Three generations of Buffetts talk about growing one of the world’s largest fortunes and turning into one of the world’s largest gifts.
Martha Stewart was a stock broker. Lloyd Blankfein was a lawyer. Starbucks CEO Howard Schultz was a Xerox salesman. So, what were you doing?
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.