◀ The Principal Blog

Posts tagged ‘practice management’

Pork Bellies and Yahoo



In my last blog, I gave you some tips on deciphering clients’ hidden needs—in order to make retirement readiness conversations more effective. Today, let’s dig into an additional area of opportunity: changing the way we discuss retirement plan lineups. Let me start by taking you back to my…

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You Don’t Need George Washington to Decipher this Code



In my last post, I covered changing the rules of the game to gain an advantage over your competition. Today, I’d like to start with a history lesson. During the Revolutionary War, a group of individuals living in British occupied New York City helped General Washington gain a strategic advantage…

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