◀ The Principal Blog

Posts tagged ‘Financial Professional’

Benefits of bundling from a visual learner’s point of view. See it for yourself.



The benefits of integrating – or bundling – defined benefit (DB) plan services range from enhanced administrative oversight to time and cost savings to accuracy to employee appreciation.  As a visual learner, I always appreciate a good illustration to help me understand why.

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Are Your Clients’ Goals Hidden from View? (Infographic)



According to Cogent Research, 48 percent of a financial professional’s time is spent retaining current clients.* If you’re an advisor, you’re clearly focused on your clients — but can that time be spent more efficiently? As new research shows, you may be missing an opportunity to address…

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