◀ The Principal Blog

Posts tagged ‘financial professionals’

HZ1226FiveApps

5 Apps Advisors Might Not Be Using, But Could Be



I have a few mobile applications I use daily, and a whole bunch I’ve opened once and forgot to uninstall. The mobile applications that I regularly use for work however are my lifeblood. If you are like me, you probably just download applications for your smart phone.  But did you know there are…

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HZ1226EightFactors

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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