◀ The Principal Blog

Posts from the ‘Practice Management’ category

Top five gadgets financial professionals need in 2015

Top 5 Tech Gadgets Financial Advisors Need in 2015



I remember when I got one of the early generation iPods as a gift. It was my first piece of “emerging” technology, and it promised brand new experiences. More than just a device to me, it was a truly engaging digital experience. I was hooked. I’ve since dedicated my life to technology and its…

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HZ1226Ideas

“We’ll Figure it Out When We Get There” = Not the Best Plan



I’ve found there are a couple of things that can make nearly every adult cringe: Shopping during the holiday season, and Going to an amusement park with a large group during the heat of the summer. In the first scenario, you’re dealing with crowds of people, empty shelves and, for those that…

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