◀ The Principal Blog

Posts tagged ‘Financial Professional’

The Social Financial Advisor: Putting LinkedIn to Work for You

One of the things that I learned early on about public speaking is to get the attention of your audience. Something I share regularly that really grabs people’s attention is how consumers’ buying habits have changed. Today, consumers spend a heck of a lot more time researching – and forming…

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Fiduciary regulations: A cautionary tale for 403(b) plan sponsors

The 403(b) industry has seen a lot of changes over the past nine years. However, even with all the regulatory changes, the Internal Revenue Service (IRS) and the Department of Labor (DOL) have given non-profit organizations a lot of time to bring their plans into compliance. However, it now looks…

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