◀ The Principal Blog

Posts tagged ‘Prospecting’

The Social Financial Advisor: Putting LinkedIn to Work for You

One of the things that I learned early on about public speaking is to get the attention of your audience. Something I share regularly that really grabs people’s attention is how consumers’ buying habits have changed. Today, consumers spend a heck of a lot more time researching – and forming…

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2 Easy Steps to Surf Your Pipeline Like a Pro

On a recent adventure to the North Shore of Oahu, a friend and I hopped on our beach cruisers to check out the surfing competition at Banzai Pipeline, known to the locals as simply “Pipeline.” Here, surfers test their fate at navigating the wild churning water while waiting for that perfect…

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