◀ The Principal Blog

Posts from the ‘Practice Management’ category

Social media case study: How blogging is paying off for one advisor firm



Patrick Collins, a partner and managing director at Greenspring Wealth in Towson, MD, hadn’t given much thought about using social media until last year. He and his firm had been sharing information with clients the old fashioned way – you know, by phone, face-to-face and email. “It (the…

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What’s your 2014 plan? Hopefully more than just candy.



If you haven’t noticed yet, I’m fan of food, and this won’t be my last analogy incorporating something delicious in 2014. Last week, I was looking back over 2013, identifying what I learned and can share with you in 2014. My first thought: trick-or-treating with my kids. My kids had set a…

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