◀ The Principal Blog

Posts tagged ‘Financial Professional’

Social Media for Financial Professionals: Facebook Best Practices



If you’re a newcomer to my blog, I’ve been breaking down my list of top five social media sites for financial advisors, small business owners and sales professionals. My criteria: your (business) opportunity versus time/cost spent. Maybe you are off the social media fence – but still not sure…

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4 Surprising Results from the 2015 403(b) PSCA Survey



For father’s day this year, my daughters surprised me with a fishing trip. To improve our chance of success, we hired a captain for the outing. But, it’s not enough to know the captain is licensed – you need to make sure he/she knows the waters and has experience specific to the type of…

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