The Signal: 5 Must-Reads For Financial Advisors – Feb. 21 Edition

by on February 20, 2014 | Updated February 21, 2014

This week: It’s all about defining your brand and marketing this week. Good advisors will benefit from the rise of robo-advisers, but you’re going to need clear brand definition and a proven marketing strategy in order to succeed.

Embrace, Don’t Fear, the Robo-Adviser

Online portfolio management and advice services are not going to replace advisors any more than WebMD replaced doctors. At least, that’s what the advice industry wants you to think.

A Proven Marketing Strategy and Plan for Financial Advisors

David Finley knows how to market financial advisors and he’s giving away all his secrets for free.

Should Women Use Female Financial Advisors?

In this refreshingly balanced piece, there’s a good case made for some women investors to choose female advisors and others to choose male advisors.

Three Mistakes to Avoid when Networking

It’s all about understanding the pecking order.

The Best Way to Change Your Habits? Control Your Environment

Everyone has a habit or two they’d like to overcome. Start by changing the triggers for that habit.


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.