◀ The Principal Blog

Posts tagged ‘practice management’

Tough Talks



Some financial topics are hard to discuss with clients — mainly because they don’t want to talk about them. Financial professionals know how to address sensitive financial topics with their clients, but that doesn’t mean they always look forward to these conversations. After all, many…

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What the Girl Scouts — and Several Boxes of Caramel deLites — Taught Me About Good Marketing



Okay, I admit it – this spring I couldn’t get enough Caramel deLite® cookies (also known as Samoas®).  I had a steady stream of them coming into my office for two months.  They were a delicious little break in my day, and with my newly installed personal Keurig®, it added a little…

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