◀ The Principal Blog

Posts tagged ‘Kevin Morris’

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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Don’t Let Research Use You



If your email inbox is overflowing with white papers, survey results, industry articles, and loads and loads of data, you’re not alone. (I could include statistics supporting this claim, but then I’d be contributing to the problem.) Don’t get me wrong. Research is invaluable, helping…

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