◀ The Principal Blog

Posts from the ‘Practice Management’ 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…

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4 Steps to Help Advisors Capture Multi-Generational Assets

Let me guess, you’re an advisor struggling to: Capture multi-generational assets; or Connect with the second or third generation of your clients. You’re not alone, which is why I’m sharing my story and an easy to implement process to capturing multi-generational assets. My Story – The…

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