Posts from the ‘Advisor’ category

How does an underdog take out Goliath? Easy, change the game.



I enjoy reading as much as I can – it’s not always easy with three kids under the age of seven – but when I can, a good book is a great use of my free time. I just wrapped up David and Goliath: Underdogs, Misfits, and the Art of Battling Giants by Malcom Gladwell. As usual, he hit a home run…

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Might be new to blogging, but I’m totally TRUSTworthy



My name is Jonathan Kelly, and I’d like to start by introducing myself. I have nearly 20 years of experience working in Trust Services, with the last year and half at the Principal Financial Group®. In my first two weeks, I traveled from my home office in Dallas, Texas, to Wilmington, Del., to…

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