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Jay Palter
Works at Jay Palter Social Advisory
Attended University of Western Ontario
1,164 followers|184,990 views
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Jay Palter

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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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Jay Palter

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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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One advisor who has secured $3M of AUM through tweeting. Another that has launched the New School of Finance providing clients and prospects with online learning opportunities. Still another that uses educational webinars as his primary prospecting tool. Check out these success stories.
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Jay Palter

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Amazing what you can do with a parking lot!
If you think of parking lots as drab, functional spaces that do not inspire creativity, you'd be right much of the time. But not all of the time. In this post, we identify some parking facilities around the world that stand out for their artistry and creative treatment of functional space.
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Jay Palter

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Stay on top of key developments in #fintech  and #blockchain  – follow these influencers!
We may look back on 2016 as the year of the blockchain. Whether or not that comes to be, the blockchain discussion is breaking out of digital currency circles into a broader discussion of how to reinvent banking, secure online identities and a whole host of other fascinating applications. To compliment my list of #fintech …
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Curating content should be the foundation of your social strategy. The benefits are many, but it can be time consuming to find and share consistently great content. Here is my comprehensive guide to help you curate great content.
For the past couple of years, I have been honoured to participate in Implement Now, a virtual summit that brings together thought leaders and subject matter experts across a wide range of practice management areas. This article provides additional details and links for my 2016 discussion with summit organizer Kristin Harad on the topic of …
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Jay Palter

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Why the disruption of the insurance industry is just getting started.
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#Fintech is changing money management right before our very eyes.
New tools make it possible for small firms to offer services that were out of reach just a few years ago. The downside is fewer jobs.
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Reason #1: Business leaders need to communicate on behalf of their companies.

Reason #2: You need these skills for your next job. And the one after that too.

Reason #3: The future is porous organizations and social networks help us find people to get the job done.
A lot has changed in the past 20-30 years when it comes to the technology that we use to communicate and build relationships in business. Yet, many business leaders have failed to keep up with these innovations and adapt their own leadership styles and communication skills accordingly. If you’ve been active in business in the …
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When you show up, pay attention and help people in your network, good things happen.
I know it sounds redundant to say this, but I feel I have to. Social selling is really just networking. All of the strategies that work best in traditional, offline networking also work best in contemporary online social selling. I feel I need to say this because lots of people seem to think they should be …
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It's been an ordeal, but I've learned some valuable lessons. Here's what happened to me over the past eight weeks.
‘You have nothing if you don’t have your health.’ I’ve heard this expression many times before and I believed I understood what it meant. But until I lost my health, it was hard to imagine what it felt like to face the abyss of ill health. This is the story of how my health slipped …
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Every cloud has silver lining if you just look at it the right way.
It would be a better story of it involved fire, or motorcycles or saving a bus load of children. Instead, all I’ve got is this: I was out walking my cute 5 lbs. toy poodle on a relatively mild Calgary evening when I stepped on an ice patch and went down with an awful sounding crack …
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People
In his circles
827 people
Have him in circles
1,164 people
Charles 'CozyFury' Andrade's profile photo
Karla Jones's profile photo
Anita Kirkbride's profile photo
Paul Galante's profile photo
Mike Wise's profile photo
MARK HUDD's profile photo
John Lippitt's profile photo
Paul Fabretti's profile photo
LifeHealthPro's profile photo
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
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
Jay Palter's +1's are the things they like, agree with, or want to recommend.
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
www.findependenceday.com

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...
www.kitces.com

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

Interesting Chart Integrating Maslow Hierarchy of Needs with Technology ...
www.educatorstechnology.com

September, 2014. Maslow's Hierarchy of Needs is a motivational theory developed by the renowned psychologist and humanist Abraham Harold Mas

Conrad Black: The Saudis believe the the West is about to give in to Ira...
fullcomment.nationalpost.com

The world’s media have bought into the theory that discouragement of production from new sources that would reduce oil imports, especially b

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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