◀ The Principal Blog

Posts from the ‘Practice Management’ category

4 Steps to Help Advisors Capture Multi-Generational Assets

Let me guess, you’re an advisor struggling to: Capture multi-generational assets; or Connect with the second or third generation of your clients. You’re not alone, which is why I’m sharing my story and an easy to implement process to capturing multi-generational assets. My Story – The…

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5 Apps Advisors Might Not Be Using, But Could Be

I have a few mobile applications I use daily, and a whole bunch I’ve opened once and forgot to uninstall. The mobile applications that I regularly use for work however are my lifeblood. If you are like me, you probably just download applications for your smart phone.  But did you know there are…

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