◀ The Principal Blog

Posts tagged ‘advisors’

Financial Advisor Blogs: Minimizing Your Time, Maximizing Your Opportunities

Blogging has to be one of my favorite activities. For me, it just doesn’t feel like work. I’m simply transcribing conversations I’ve already had with financial advisors, small business owners and sales professionals about using social media and posting it online for anyone to read. To me,…

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Retirement plan benchmarking: are your clients making the grade?

How does your (and/or your clients’) retirement plan stack up against the competition? Are you benchmarking the program on a regular basis to see how it compares to peers? This is a valuable service that financial professionals can provide to clients. Not only does it help them identify strengths…

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