◀ The Principal Blog

Posts tagged ‘401(k)’

Advisors: 4 Things Your LinkedIn Profile Says to Prospective Clients



Do you know how important your LinkedIn profile is to new business these days? Wait, before answering that question think about this…you’ve just met several potential clients at a networking function. Now it’s time to prioritize them, right? So you get on your computer to Google them, and…

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Who Moved My Plan? Getting Private College Faculty to Change



I recently moderated a panel discussion at the LIMRA Retirement conference in Chicago. While it was an interesting discussion, the most engaging conversation took place afterwards with my co-panelists – other practitioners in the tax-exempt retirement plan space.  We all agreed that private…

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