◀ The Principal Blog

Posts tagged ‘practice management’

PQ11576M_YouTube

Can the 2nd Biggest Search Engine – YouTube – Generate Leads for You?



TV has changed a lot in the last 30 years. In the late 70s, I remember racing downstairs with my brother on Saturday mornings to catch cartoons. We’d leap three steps at a time, push and shove our way through the hall to the family room where we’d flip on the one TV station airing cartoons and…

Read more

Pork Bellies and Yahoo



In my last blog, I gave you some tips on deciphering clients’ hidden needs—in order to make retirement readiness conversations more effective. Today, let’s dig into an additional area of opportunity: changing the way we discuss retirement plan lineups. Let me start by taking you back to my…

Read more

Recent