Social Media

Social media can be an effective tool for attracting new clients—especially ultra-high-net-worth individuals. These individuals, who have assets between $5 million and $25 million, report using Facebook (50%), LinkedIn (42%), and YouTube (27%).*

Get started: expand your presence online

Breaking Down Barriers presentation
It's easy to expand your online presence with our tools. Of course, if you haven't already, check your firm's social media policy before trying new strategies.
Financial Professional Guide to Social Media
Learn about the growth of social media, the opportunity it presents in the financial services industry, what's in it for financial professionals, and how to establish or enhance your social media presence.

Getting started on social media is easier than you think. Just follow the steps in this guide.

Grow your business with LinkedIn

With more than 100 million members in the United States alone, LinkedIn is an invaluable—and potentially lucrative—networking resource. Discover how to best capitalize on it.

Capturing Multi-Generational Assets

Download our checklist and presentation to learn how you can capture multi-generational assets and prospect on LinkedIn in less than 20 minutes per week.

Capturing Multi-Generational Assets Checklist   Download 
Capturing Multi-Generational Assets Presentation   Download 

Getting Warm Leads via LinkedIn

Five easy steps to prospecting and getting strong leads through LinkedIn flyer and presentation.

Getting Warm Leads via LinkedIn Flyer   Download 
Getting Warm Leads via LinkedIn Presentation   Download 

Prospecting Tips

Watch these videos for business-building tips using LinkedIn and Twitter.


Get daily, shareable content from Principal Funds

Follow us on LinkedIn, Twitter, and our blog for content you can share with clients and prospects daily (check with your firm first).

Why Principal Funds (advisor)
Discover the difference Principal Funds can make to your clients—and to your practice.

Become a family wealth advisor
Go beyond the Boomers for a strong and growing practice.

* Spectrem Group, 2015.