◀ The Principal Blog

Posts from the ‘Businesses’ category

How to Build a Better Client Relationship

Everything we do requires a choice. Options are everywhere, and every day, we’re asking clients to pick one over another. But what drives a person’s financial decision making? Knowing more about human nature and motivation can help us communicate better and, over time, even create stronger…

Read more

Lions, and Tigers, and Retirement Plans? Oh my!: Criteria to Help Take Advantage of the Transition Period

Recently, I took a trip to the world-renowned Henry Doorly Zoo in Omaha, Nebraska.  I was a little disappointed, at first.  The eastern boundary of the zoo had a path carved through it, but was full of equipment and machinery.  The construction meant no giraffes, zebras or pachyderms (elephants,…

Read more