◀ The Principal Blog

Posts from the ‘Advisors’ category

4 Surprising Results from the 2015 403(b) PSCA Survey



For father’s day this year, my daughters surprised me with a fishing trip. To improve our chance of success, we hired a captain for the outing. But, it’s not enough to know the captain is licensed – you need to make sure he/she knows the waters and has experience specific to the type of…

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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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