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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> financial dreams

Many need help envisioning financial dreams: The Principal

Posted by RJ and Makay on Jul 20, 2011

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Many Americans continue to need assistance to envision their financial dreams, according to a new Harris Interactive study for the Principal Financial Group (The Principal).  Despite resilience after the financial crisis, only one in 10 financial professionals said their clients are able to easily visualize their financial dreams.