◀ The Principal Blog

Posts tagged ‘Financial Professional’

4 Ways to Use LinkedIn Connections to Gain New Business (Case Study)

If there’s one thing that most advisors, small business owners and sales professionals have in common, it’s their constant thirst for new business. In fact, “attracting new clients via social media” is the most common response when I ask these audiences to tell me what they’re hoping to…

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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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