◀ The Principal Blog

Posts tagged ‘advisors’

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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2 Easy Steps to Surf Your Pipeline Like a Pro



On a recent adventure to the North Shore of Oahu, a friend and I hopped on our beach cruisers to check out the surfing competition at Banzai Pipeline, known to the locals as simply “Pipeline.” Here, surfers test their fate at navigating the wild churning water while waiting for that perfect…

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