◀ The Principal Blog

Posts tagged ‘practice management’

How to create your relationship plan: “Yesterday you were a prospect, today you’re a client!”



Over the past few years, I’ve heard the joke that ends with this punch line: “Yesterday you were a prospect, today you’re a client!” It resonates in the sales world because of the feeling some clients have once they sign on the dotted line. It’s a feeling of under appreciation and…

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Advisors: Now’s the Time to Make Social Media a Priority



Time…we never seem to have enough of it, right? I know I struggle to balance my family, work and social life. I simply can’t make it to every soccer game, school activity, volunteer opportunity or dinner party. I constantly have to make choices based on what’s important. I’m guessing many…

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