Thought Leadership

#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter

“If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay …

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Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors

“Whatsoever a man soweth, that shall he also reap.” — Galatians 6:7 You get out what you put in. It’s as simple as that. In life, in relationships in business and yes, in farming, you reap what you sow. Any farmer will tell you that it’s a year-round job. No one just throws out a …

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artificial intelligence wealth management

We’re Running the AI Leg of a Digital Marathon in Wealth Management

If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to a survey by Deloitte on how firms are leveraging AI across their enterprises. I wanted to know how wealth management influencers were interpreting the impact of AI across the industry, so …

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