◀ The Principal Blog

Posts tagged ‘LINKEDIN’

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4 Steps to Help Advisors Capture Multi-Generational Assets



Let me guess, you’re an advisor struggling to: Capture multi-generational assets; or Connect with the second or third generation of your clients. You’re not alone, which is why I’m sharing my story and an easy to implement process to capturing multi-generational assets. My Story – The…

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Best Practices for Using LinkedIn: Identify New Clients (Part 3 of 3)



If you’re following my blog, you know that I’ve spent the last few months trying to beat my boys at Halo 4. I’m a competitive person by nature, so losing doesn’t sit well with me. Well, I’m sad to say that I’ve settled for losing…in this case. You see, despite the fact that I’ve…

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