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Jay Palter
Works at Jay Palter Social Advisory
Attended University of Western Ontario
1,161 followers|436,116 views
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Jay Palter

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Advisor compensation is closely related to both compliance and performance. Here's a great piece on the top myths about compensation in wealth management firms.
Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense. Your compensation plan should define the behaviors you value the most and reflect what you are willing to pay to attract and retain key talent. Here are some consistent compensation misconceptions across advisory firms.
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Jay Palter

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These are the #fintech influencers to follow in 2017. Check them out!
Our 2017 Fintech Influencers List consists of experts, analysts and consultants, investors and venture capitalists, journalists and bloggers.
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Free and low costs tools I use to run my virtual office. What do you use?
I work online. My clients are all over the world and my work is done via networked computers in virtual space. My life is online. Sometimes I marvel at the materiality of other people’s work. A restauranteur has to transform food into a high-quality culinary masterpiece – each and every night, for each and every …
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If LinkedIn is the new business card, why are you playing "so hard to get in touch with"?
A LinkedIn profile is a staple of contemporary business professionals – virtually everyone has one or is aware that they should. But that does NOT mean that the average business professional’s LinkedIn profile is up to standard. In fact, there are a lot of very competent business people out there whose LinkedIn profile doesn’t reflect their …
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What the Pokemon Go meme can teach you about everything. Or nothing.
Want a perfect example of a meme? Look no further than all of these stories that have emerged in the past few days about what Pokemon Go can teach all of us. (If you have no idea what Pokemon Go is all about, here is a good explainer.) I compiled this quick survey of all …
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Facebook Messenger is upend banking. Read this.
The Facebook Messenger platform opens many doors for easier, better digital interactions by enabling businesses to embed codes in chat conversations. Businesses can now obtain user messages, translate them into action requests, and send back automatically generated or manually-typed-by-human responses to the users. This is a faster, simpler, and richer experience than mobile app interactions, which require users to navigate through a mobile app, ...
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My conversation with Simon Cocking on influencer outreach and engagement for B2B businesses, specifically in #fintech and #finserv.
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Insights of another top fintech influencer – Jim Marous.
If you’re interested in financial technology (fintech) and how it is transforming financial services and the banking industry, you’ve probably come across Jim Marous. He’s currently co-publisher of the online publication The Financial Brand and a veteran of the financial services industry. If there’s a list of the most influential voices in fintech (and there are …
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Effective influencers attract attention by shining a light on others. 
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Networking is exactly what you should be doing on LinkedIn and Twitter and Google+ – not marketing.
Influencer marketing focuses too much on selling and not enough on building relationships first.
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Saving time is NOT the most important reason to develop a content #curation strategy. Being relevant, visible and helpful – now THAT's a reason to build a curation strategy.
Very good overview of how to use curated content as part of your content strategy in this article on the Hootsuite site. I’ve written a few pieces on how to curate content and why I think it’s so important. But really, is “saving time” the best argument for curating content? No. Not even close. Good curation …
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Why the disruption of the insurance industry is just getting started.
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Story
Tagline
People do business with people they know, like and trust.
Introduction
  • Social media relationship builder and coach
  • Blogger and writer
  • Personal branding consultant
  • Creative doer
  • Primary parenting dad
  • Everyday philosopher
  • Advocate for ecological sanity
Education
  • University of Western Ontario
    Philosophy, 1983 - 1987
Work
Occupation
Chief Engagement Officer
Skills
Content marketing, Personal branding, Speaking, Writing
Employment
  • Jay Palter Social Advisory
    Chief Engagement Officer, 2009 - present
  • IPS Insurance
    Managing Partner, 2005 - 2009
  • Givex Corporation
    Senior Vice President, 1999 - 2005
  • NetEffect Communications
    Principal, 1994 - 2003
  • Greenpeace
    Campaigner, 1987 - 1994
Basic Information
Gender
Male
Other names
Alan Jay Palter
Jay Palter's +1's are the things they like, agree with, or want to recommend.
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What is Absolute Engagement and Why Is It Critical to Your Success? | Ju...
absoluteengagement.com

Great advisory businesses seem to move from success to success, making it look easy from the outside. You would almost think they were being

One Simple Idea to Vastly Improve Client Reviews | Julie Littlechild's Blog
www.julielittlechild.com

Despite the fact that the vast majority of financial professionals do extraordinary work for their clients, a persistent 'Type A-ness' alway

How 3 advisor teams are winning with social
www.advisor.ca

I reached out to three advisor teams that have embraced social networking to find out what they’re doing right. Here’s what I discovered.

A longevity guru’s tips on Happiness
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Happiness, longevity, health and money are all (as you might expect) intertwined. In his book, You Can Retire Sooner Than You Think (also re

Drive retention and sales by really knowing your clients
www.ticoon.com

While new client acquisition is often the focus of sales efforts, retention of and selling to existing customers has long been recognized as

Takeaways From The T3 Advisor Technology Conference: PFM Portals, Dashbo...
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Celebrating its 10th year as an event, this year’s Technology Tools for Today (T3) advisor technology conference was the biggest ever, punct

Tweeting maven Josh Brown approaches 100K followers, explains the busine...
www.investmentnews.com

Josh Brown dishes on how writing helps him clarify his thoughts, how social media increased his business, why he doesn't participate in onli

Key to personal brand is to BE your values -
jaypalter.ca

Sallie Krawcheck has written a great post over on LinkedIn, called Personal Branding 101. (If you don’t know Sallie, you should. Check out h

Are We Innovating or In-denial? —Capitalizing on Technological Turbulenc...
www.bluesun.ca

This is the first in a series of ‘CEO Point-of-View’ pieces in which Simon Tomlinson, CEO of BlueSun addresses key issues faced by carriers,

Stop marketing and start building social capital -
jaypalter.ca

You don’t need to convince business owners, executives or professionals about the importance of their business networks. They get it. Who yo

Video: Unicycling on Mount Damavand in Iran - Pinkbike
www.pinkbike.com

Lutz Eichholz and his crew took an extreme expedition 17000ft up Mount Damavand in Iran for one of his toughest challenges yet.

It's Official: 2014 Was the Hottest Year on Record
www.bloomberg.com

Deny this. NOAA's monthly temperature data show the Earth's climate warming over 135 years, animated here in less than 30 seconds.

The Next Big Thing in Cybersecurity: Training | Advisor Intelligence
wealthmanagement.com

Prilock, an cybersecurity training service, says it can help guard RIAs from the growing threat of hackers.

Why our Christmas music is still stuck in the ’50s
www.washingtonpost.com

Charted: Christmas music as an exercise in baby boomer nostalgia.

WA 21: A Conversation with Jay Palter on All Things Digital Marketing (f...
blog.wiredadvisor.com

In this podcast episode, Stephanie chats with Social Business Strategies, Jay Palter on personal branding, content marketing, and social med

Elf on the Shelf: festive fun or Santa's sinister spy?
www.cbc.ca

The Elf on the Shelf is a holiday retail phenomenon, but does placing a scout for Santa inside the home teach our kids to accept surveillanc

MacMechanic is awesome. Quality work, done quickly at reasonable rates. If you invest in Apple products, you need a mechanic that you can trust!
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