Posts tagged ‘Financial Professional’

So you think you’re the only one?

Did you know that nearly one in three affluent investors uses more than one financial professional?1 And, while many of these investors have specific reasons for doing so, many more do not. Instead, they tell us “it just worked out that way.” Recently, Principal Funds teamed up with Cogent…

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Welcome to the New Advisor Practice Management Blog!

One thing is for sure – we are shaped by our experiences.  And when I look back over the past 14 years of my career in the retirement industry, I’ve had some amazing experiences working  with many of our industry’s most influential advocates, hundreds of plan sponsors and committees, and…

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