The Signal: 5 Must-Reads for Financial Advisors – March 7 Edition

by on March 7, 2014

This week: Social media and innovative technologies are going to impact financial services significantly in the next five years, but the essential truths about human motivation will never change.

You Will Be Investing for Free in 5 Years

Herbert Moore looks five years ahead and predicts what zero cost investing will do the the advice industry.

Best Practices in Client Communications for Advisors

Michael Kitces examines recent research on advisor-client communication and concludes you need not only high quality communications, but also to be in the right channel for your audience.

5 Ways Advisors Can Leverage LinkedIn’s Recent Changes

From new publishing tools for thought leaders to enhanced company pages, LinkedIn is the definitive online social network for advisors.

8 Essential Truths About People

Business success comes down to understanding these basic truths about your employees, coworkers and customers.

Best Practice for Financial Services on Social Media

Banker’s Umbrella thinks there is “no real legal impediment for financial services firms to say pretty much whatever they like on social media.” This post will give your compliance officer a fit – and you a good laugh.

Bonus Article: Top 250 Financial Services Online Influencers That You Need to Know

This week, we have a comprehensive additional article. In this article, I will share some observations about the data set that I generated using Little Bird and how this information can be used in sophisticated social networking, outreach and engagement efforts.


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.