#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 […]

#ItzOnWealthTech Ep. 43: Female Leaders in Technology

“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]

#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” –Joel Bruckenstein, […]