◀ The Principal Blog

Posts from the ‘Advisors’ category

Advisors, Got 20 Minutes to Generate New Assets?



We’ve all got “that friend” who’s always the first to buy into new technology, right? My friend, Jane, purchased an iPhone in 2007, shortly after it came out. Every time we’d get together, she’d tell me how cool it was or how easy it was to use (she even demoed an early app – a light…

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Don’t hit the slopes of financial services alone



For several years, I had the privilege of being a member of the National Ski Patrol. I met hundreds of skiers with experience that ranged from beginners who needed help putting on the equipment to experts who looked for the steepest hills, the deepest snow and the trails less traveled. The ones I…

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