◀ The Principal Blog

Posts from the ‘Advisors’ category

Why Advisors Should Embrace Video-Conferencing and How to Make the Most of It



I moved to Raleigh, North Carolina a couple of years ago from our corporate center in Des Moines, Iowa. Working remotely  has forced me to collaborate in different ways. I decided to try video conferencing for my meetings, instead of dialing in. I found that when I used video conferencing my…

Read more

HZ1226DecodingRegulations

Decoding the DOL Proposed Fiduciary Regulations



Are you the type of person who loves or hates change? I’ve found over the years that change is inevitable, so I try to focus in on the positives and keep my eyes ahead. Most of the time change pushes me to a better outcome because I am forced to rethink about the way things have always been done.…

Read more

Recent