◀ The Principal Blog

Posts from the ‘Value Add’ category

The new must-have: A digital media estate plan



Not long ago, the important details and mementos of someone’s personal life were almost always in physical form. Photo albums compiled through the years. A collection of letters carefully kept. Maybe even a diary detailing a life’s celebrations and trials. Today, hard copies such as those are…

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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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