◀ The Principal Blog

Posts tagged ‘best practices’

Why Advisors Should Embrace Video-Conferencing and How to Make the Most of It

I moved to Raleigh, North Carolina a couple of years ago from our corporate center in Des Moines, Iowa. Working remotely  has forced me to collaborate in different ways. I decided to try video conferencing for my meetings, instead of dialing in. I found that when I used video conferencing my…

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8 X-Factors Sales Professionals Need to Consider Before Sharing Content on Social Media

Twenty years ago, I remember getting some good advice from one of my first mentors. He said, “Always be prepared and always have a plan.” He not only preached it, but required an agenda for every client meeting as well as a detailed strategy document for any project. After a few client…

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