◀ The Principal Blog

Posts from the ‘Practice Management’ category

HZ1226Twitter

Why Twitter is My #1 News Source and How to Make it Yours!



How many of you still read printed newspapers? They’re a thing of the past for me, but I remember reading The Des Moines Register not that long ago. As the media relations manager of a hospital I’d start my day by reading (OK, skimming) the Register, looking for stories – or angles to pitch…

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Pork Bellies and Yahoo



In my last blog, I gave you some tips on deciphering clients’ hidden needs—in order to make retirement readiness conversations more effective. Today, let’s dig into an additional area of opportunity: changing the way we discuss retirement plan lineups. Let me start by taking you back to my…

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