◀ The Principal Blog

Posts from the ‘Practice Management’ category

Use Social Media to Get Warm Leads (Video)



I’m often asked how financial professionals can meet new people and expand business opportunities via social media – especially using LinkedIn. To start, make sure your LinkedIn profile is up to date and you’re set to make a good first impression. Next, check out this quick video where I show…

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Can the 2nd Biggest Search Engine – YouTube – Generate Leads for You?



TV has changed a lot in the last 30 years. In the late 70s, I remember racing downstairs with my brother on Saturday mornings to catch cartoons. We’d leap three steps at a time, push and shove our way through the hall to the family room where we’d flip on the one TV station airing cartoons and…

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