◀ The Principal Blog

Posts from the ‘Advisors’ 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…

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Will the DOL fiduciary proposal limit advice?



On a recent family vacation we had the privilege of meeting the “big heads,” as my son calls them. As I viewed Mount Rushmore I began to think about the hundreds of workers who created this monument. I wonder if they ever had a chance to realize the magnitude of their work and the impact it…

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