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Don’t be that person


Social media is a great benefit for your 401(k) business, but sometimes it can be a disaster if you let it.


I’ve seen too many business professionals and companies that get in trouble on Facebook for posting things that are just unprofessional. I might post some things on Facebook that I probably shouldn’t, but nothing that might give plan sponsors and fellow providers working with me. How you deal with people on Facebook dealing with politics or just customer complaints will tell a lot about you. You can’t afford to let your temper get the better of you.


Reputations can take a lifetime to build and gone in an instant over some misguided social media post.

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