The Signal: 5 Must-Reads For Financial Advisors – Nov. 8 Edition

by on November 8, 2013

This week: Demographic and technology trends that are affecting the financial services industry. (And no stories about Toronto’s crack smoking mayor, I promise.)

10 Tech Trends That’ll Rattle the Advisory Industry

These tech trends will affect your business. The real question is when.

8 Workplace Trends in the Financial Services Industry

The Millennials are showing up as employees and clients in financial services firms and they come with their own unique view of the world.

5 Things Clients and Advisors Should Do to Protect Themselves

Know your client. Understand your products. Don’t sugar coat. And document, document, document.

Growing up a Buffett

Three generations of Buffetts talk about growing one of the world’s largest fortunes and turning into one of the world’s largest gifts.

What Some Extremely Successful People Were Doing at 25

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 or follow @jaypalter on Twitter.