◀ The Principal Blog

Posts from the ‘Advisors’ category

Market Volatility and the Fiduciary Proposal



As summer starts winding down many people are anxious about what’s next.  For my kids, it was waiting on a letter to find out who their next teacher was going to be. For many others it is a new school or parents learning to adjust to life as their children go off to college.  Now the recent…

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Top 5 Social Media Sites for Financial Advisors: #3 Facebook



If you’re a newcomer to my blog, I’ve been breaking down my list of top five social media sites for financial advisors, small business owners and sales professionals. My criteria: your (business) opportunity versus time/cost spent. Maybe you are off the social media fence – but still not sure…

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