◀ The Principal Blog

Posts tagged ‘Kevin Morris’

Incorporating Social Media in Your Practice (Infographic)



A few phrases you might not put together in a sentence: financial services, social media, industry regulation, cutting edge. That said, you’ve probably noticed a shift lately as industry regulators have started to find their footing in the world of social media. Things are changing, albeit…

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Are Your Clients’ Goals Hidden from View? (Infographic)



According to Cogent Research, 48 percent of a financial professional’s time is spent retaining current clients.* If you’re an advisor, you’re clearly focused on your clients — but can that time be spent more efficiently? As new research shows, you may be missing an opportunity to address…

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