◀ The Principal Blog

Posts from the ‘Value Add’ category

Incorporating Social Media in Your Practice (Infographic)



A few phrases you might not put together in a sentence: financial services, social media, industry regulation, cutting edge. That said, you’ve probably noticed a shift lately as industry regulators have started to find their footing in the world of social media. Things are changing, albeit…

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A Sometimes Poisonous Mix: Family & Money



Giving and receiving money between family members takes some care and consideration to make sure everyone’s needs are met. There are tips that can equip you for dealing with family and money situations.

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