◀ The Principal Blog

Posts from the ‘Practice Management’ category

Top 5 Social Media Sites for Financial Advisors: #5 YouTube

‘What are the best social media networks to use and why?’ is a question many people ask me. And, in all sincerity, I love this question as it means you’re embracing social media for what it is – a powerful and efficient marketing tool – and you’re ready to put it to use for you. What…

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Give Your Business the Voice it Needs with Automatic Email Marketing

In general, staying in contact with your clients is a great idea in order to maintain loyalty over time. The hard part? Coming up with content, and sending all those emails while also trying to prospect for new clients. It can be a second job simply running an email marketing campaign. Trust me,…

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