◀ The Principal Blog

Posts from the ‘Advisors’ category

Photo by Clayton Hauck for Principal Financial

Talking Money in a Taxi Cab



I’ve talked about money with many people in many places: street corners, waiting rooms, the occasional bar, and the dressing room at the now-defunct Loehmann’s (sigh) come to mind. Talking about money in taxis – as I recently spent a couple of days doing along with some top notch…

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Use Social Media to Get Warm Leads (Video)



I’m often asked how financial professionals can meet new people and expand business opportunities via social media – especially using LinkedIn. To start, make sure your LinkedIn profile is up to date and you’re set to make a good first impression. Next, check out this quick video where I show…

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