◀ The Principal Blog

Posts from the ‘Advisors’ category

The Social Financial Advisor: Putting LinkedIn to Work for You



One of the things that I learned early on about public speaking is to get the attention of your audience. Something I share regularly that really grabs people’s attention is how consumers’ buying habits have changed. Today, consumers spend a heck of a lot more time researching – and forming…

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The Ultimate Sales Tool



How well do you know your clients? While you can know everything there is to know about the products and services you market, it all means very little if you don’t know your clients – their wants, needs, objectives. That’s especially true when you offer employee benefits. Information is the…

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