◀ The Principal Blog

Advisors, Got 20 Minutes to Generate New Assets?



We’ve all got “that friend” who’s always the first to buy into new technology, right? My friend, Jane, purchased an iPhone in 2007, shortly after it came out. Every time we’d get together, she’d tell me how cool it was or how easy it was to use (she even demoed an early app – a light…

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Advisors: 4 Things Your LinkedIn Profile Says to Prospective Clients



Do you know how important your LinkedIn profile is to new business these days? Wait, before answering that question think about this…you’ve just met several potential clients at a networking function. Now it’s time to prioritize them, right? So you get on your computer to Google them, and…

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