Author Headshot Placeholder

Jay Palter

Jay Palter is a social media strategist and coach with two decades of experience in financial services, software development and marketing.

How to use Twitter to stay informed How to use Twitter to stay informed

Planning and Advice

How to use Twitter to stay informed

Get the info you need without being overwhelmed.

By Jay Palter |April 19, 2016

2 min read

Make better connections on social media Fallback Image Decorative pattern

Planning and Advice

Make better connections on social media

Have you ever experienced a bad cold call?

By Jay Palter |October 1, 2015

3 min read

5 simple but important online security habits Fallback Image Decorative pattern

Industry

5 simple but important online security habits

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

3 min read

LOAD MORE

More Columnists

John Novachis Image John Novachis Image

John Novachis

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere Image Robin Riviere Image

Robin Riviere

Philosophy for advisors

February 17, 2026|3 min read

An advisor-led model puts you in competition with institutional managers

January 20, 2026|3 min read

Kevin Hayes Image Kevin Hayes Image

Kevin Hayes

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

You can’t do it all yourself

November 25, 2025|3 min read

Jim Lyons Image Jim Lyons Image

Jim Lyons

We made it to Newport

January 23, 2026|2 min read

Are your clients confident about their future?

November 20, 2025|3 min read

Mathieu Messina Image Mathieu Messina Image

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Harvey Naglie Image Harvey Naglie Image

Harvey Naglie

CIRO’s tenure plan tests the meaning of independent

March 3, 2026|3 min read

Re: Blue Owl ‘quake’ is not what it seems

February 24, 2026|2 min read