It can never be one-size fits all

I believe that in this business, there isn’t a one size fits all. That deals with ERISA 3(38) advisors, new comparability, safe harbor, and anything where there is a choice. It also deals with how you interact with clients, no two clients are the same.

I always talk about how successful marketing and successful client retention is based on making a connection. We are in the connection business and some clients are harder to connect to than others. Some clients are more difficult, based on personalities, backgrounds, and everything else under the sun.

How we can succeed and understand that clients are like friends and families with varying degrees of personalities and adjust our approach to meet their needs.

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