◀ The Principal Blog

Posts from the ‘Advisors’ 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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Keeping baby boomers on your radar



We spend a lot of time considering how to appeal to up-and-coming millennials, whether they’re employees or business owners. But have we lost sight of the other generations?

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