◀ The Principal Blog

Posts from the ‘Practice Management’ category

Top 5 Social Media Sites for Financial Advisors: #4 Twitter



As I stated in my last blog, social media sites can offer financial advisors, small business owners and sales professionals meaningful opportunities to network, generate brand awareness, prospect and so much more. The challenge for many of you is selecting the right social media platform. That’s…

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2 Easy Steps to Surf Your Pipeline Like a Pro



On a recent adventure to the North Shore of Oahu, a friend and I hopped on our beach cruisers to check out the surfing competition at Banzai Pipeline, known to the locals as simply “Pipeline.” Here, surfers test their fate at navigating the wild churning water while waiting for that perfect…

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