◀ The Principal Blog

Posts from the ‘Practice Management’ category

Advisors, Got 20 Minutes to Generate New Assets?



We’ve all got “that friend” who’s always the first to buy into new technology, right? My friend, Jane, purchased an iPhone in 2007, shortly after it came out. Every time we’d get together, she’d tell me how cool it was or how easy it was to use (she even demoed an early app – a light…

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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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