◀ The Principal Blog

The Social Financial Advisor: Putting LinkedIn to Work for You

One of the things that I learned early on about public speaking is to get the attention of your audience. Something I share regularly that really grabs people’s attention is how consumers’ buying habits have changed. Today, consumers spend a heck of a lot more time researching – and forming…

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Financial Advisor Blogs: Minimizing Your Time, Maximizing Your Opportunities

Blogging has to be one of my favorite activities. For me, it just doesn’t feel like work. I’m simply transcribing conversations I’ve already had with financial advisors, small business owners and sales professionals about using social media and posting it online for anyone to read. To me,…

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