◀ The Principal Blog

Posts from the ‘Practice Management’ category

Advisors: How can a value proposition help you land more clients?



One thing I really enjoy about my job? It’s talking to financial advisors about marketing. Recently, an advisor and I were discussing online marketing and he asked me to take a look at his website and LinkedIn profile. Well, his LinkedIn profile was pretty bare – a missed opportunity. His…

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Financial Advisors, Where are you on Social Media Adoption?



If there’s one thing you need to know about me, it’s that I’m passionate about social media and, specifically, about using it to market your business. I believe social media offers a lot of opportunities for minimal time and cost. So, I’m often perplexed when I hear that financial…

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