News and resources for Canada's top financial advisors
Jay Palter is a social media strategist and coach with two decades of experience in financial services, software development and marketing.
Planning and Advice
Get the info you need without being overwhelmed.
By Jay Palter |April 19, 2016
2 min read
Have you ever experienced a bad cold call?
By Jay Palter |October 1, 2015
3 min read
Industry
As our use of online systems for storing personal data has grown, so has the problem of fraudulent access to that information.
By Jay Palter |July 16, 2015
LinkedIn recently introduced a new feature with possibilities for your practice: long-form publishing.
By Jay Palter |July 17, 2014
Prospective clients are Googling you, and what they’re finding can affect your business.
By Jay Palter |June 11, 2014
Some people in your online professional network stand above the rest. These experts are respected; they lead industry discussions and shape professional opinion.
By Jay Palter |May 5, 2014
The internet is often the first place clients go to look for you.
By Jay Palter |April 1, 2013
Everywhere you look these days, we are all being urged to engage in social media to market our businesses and deepen our relationships with clients. This may sound good but there are some serious barriers preventing advisors in particular from reaching their true potential.
By Jay Palter |January 23, 2013
Technology
Social media offers a way for clients to get to know us as people, and not just advisors.
By Jay Palter |July 12, 2012
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.