The Power of a Consultative Sales Approach with Rob Logan of Principal Asset Management

About The Episode

In this episode of the Rainmaker Podcast, host Dan DiDomenico welcomes Rob Logan, Managing Director and Head of Distribution for Retirement Investments at Principal Asset Management. With nearly 30 years at Principal, Rob shares his expertise in sales leadership, team development, and navigating today’s competitive investment landscape.

Rob provides an overview of Principal’s growth, managing $513 billion in global assets, and his team’s focus on three key sales channels: DCIO, high-net-worth RIAs, and retirement investment support. He highlights the importance of data-driven strategies, CRM tools like Salesforce, and a consultative sales approach.

The conversation delves into Rob’s leadership philosophy, emphasizing servant leadership, communication, and respect. He also shares advice for young sales professionals on industry knowledge, consistent processes, and work-life balance.

LISTEN HERE: