This week: Quit while you’re ahead – a lesson for living and investing.
That’s almost 100,000 advisors that need to be planning for succession, sale or continuity of their practice. Are you one of them?
Financial impropriety trumps infidelity? I’m not buying it. There’s also considerable confusion as to who is managing the household finances. What do you think?
Tadas Viskanta says: “This document is a must-read. Sell-side research comes in for a lot of criticism of late from all corners of the blogosphere. However a document like this shows that there still is some great research being produced. And the price is right.”
Financial professionals are getting results with social media engagement. Check out this Olympic-themed infographic.
Jagger once said that “I’d rather be dead than singing `Satisfaction’ when I’m 45.” He turned 70 last year.
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.