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Jay Palter
INFLUENCER engagement & for companies. Help leaders build authority & visibility online. Specialties:
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Jay Palter 2h
"The future is bright for financial services professionals and organizations that embrace the changes that is bringing..." Wachell on why he stopped being a quant and got back into
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Jay Palter 4h
7 or 8 million mass affluent households with available assets for management. 300,000 total advisors. = about 21 households per advisor, 5 of which are millionaires That's a problem & and opportunity, says
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Jay Palter 4h
Spectacular! is the best!
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Jay Palter 4h
Why , and companies will soon offer financial subscriptions by via
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Jay Palter 4h
Socks and stocks! ;-)
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Jay Palter 6h
So true. Virtually everyone on this list has invested personal time and energy in building social networks, often without support or even recognition from the firm, despite many benefits for the firm and the person. Hopefully this is changing.
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Jay Palter 7h
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Jay Palter 8h
Love the live at - here with interviewing .
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Jay Palter 8h
Found at - looking forward to his 5 industry trends presentation after lunch.
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Jay Palter retweeted
MichaelKitces Jul 15
The Latest In Financial Advisor (July 2019)
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Jay Palter 9h
Be sure to get over to Hudson Yards and see The Vessel while you’re in for - it’s an awesome example of interactive urban art. Take a on the while you’re there!
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Jay Palter 9h
This is a huge issue facing the western democracies. Kudos to & for mentioning it in this session
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Jay Palter 9h
I like the latenight tv desk look of the stage at with & being provocatively engaged by - excellent opening session!
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Jay Palter 9h
20 metrics that matter In 2019 – Real followers and real engagement never goes out of style. via
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Jay Palter retweeted
MichaelKitces 10h
Why did partner w/ @betterment4advisors despite existing RIA custodian relationships? B4A was only one to fully automate onboarding a new client from website w/o human touching ANY part of it. Striking indictment of how RIA custodian tech is still lagging?
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Jay Palter retweeted
✨ Christina Dove 🕊 16h
Thanks to all my wonderful connections on Twitter made it to ‘honourable mention’ & #2 in top influencers in the Big Consultancy firms. A great team; our vibrant tribe deserves a special shout out. Congrats to all winners
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Jay Palter 13h
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Jay Palter 17h
5 big trends in and why you should be following them via
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Jay Palter retweeted
⭐️Danielle Guzman ⭐️ Jul 15
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Jim Marous 21h
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