◀ The Principal Blog

Posts tagged ‘practice management’

Tips on Differentiating Your Retirement Practice from the “World’s Greatest Dad”



Yep, that’s me and I’ve got the mug to prove it! And if that were all I gave you, would you really believe it? For all you know, I bought the mug myself and my kids really call me Mr. Bossy (that’s another blog). This is how I feel sometimes when I’m reading retirement advisor bios…

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How to create your relationship plan: “Yesterday you were a prospect, today you’re a client!”



Over the past few years, I’ve heard the joke that ends with this punch line: “Yesterday you were a prospect, today you’re a client!” It resonates in the sales world because of the feeling some clients have once they sign on the dotted line. It’s a feeling of under appreciation and…

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