The Signal: 5 Must-Reads For Financial Advisors – Feb. 14 Edition

by on February 14, 2014

This week: Quit while you’re ahead – a lesson for living and investing.

One-Third of Advisors to Leave Business by 2024

That’s almost 100,000 advisors that need to be planning for succession, sale or continuity of their practice. Are you one of them?

Study: Easier for Couples to Forgive Cheating than Money Problems

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?

Credit Suisse Global Investment Returns Yearbook 2014

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 Social Media Facts, Olympic Style

Financial professionals are getting results with social media engagement. Check out this Olympic-themed infographic.

Unlike the Stones, the Beatles Knew When to Quit

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 or follow @jaypalter on Twitter.