◀ The Principal Blog

Posts tagged ‘Advisor’

Advisors: How can a value proposition help you land more clients?



One thing I really enjoy about my job? It’s talking to financial advisors about marketing. Recently, an advisor and I were discussing online marketing and he asked me to take a look at his website and LinkedIn profile. Well, his LinkedIn profile was pretty bare – a missed opportunity. His…

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Financial advisors: retirement education for target date funds



This is part 3 of my blog series on the four stages of a target date investment option (TDF) (see the intro;  part 1 – Selection; and part 2 – Implementing). Here, the topic is education about TDFs in a retirement plan. It’s important to note that ‘effective employee…

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