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Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to bring members together.   My crowning achievement was having a standup comedy event hosted by Sal The Stockbroker Governale from The Howard Stern Show.  It really was...

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Social Media and Your Employees: It Could Be A Problem

I worked at a law firm and I wanted to build a National ERISA practice. Since the partners there weren’t interested in sharing clients, I tried my best to get some. I drafted an email to an advisor I knew from the third party administrator (TPA) I left sever...

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Don’t give it away for free

Many years ago, I did income tax returns for a flat fee. It didn’t become the success that I thoug...

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How Plan Providers can deal with employees

I always say that the main reason that I don’t want to have employees is that I was an employee on...

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Sometimes, they just want you to care

So many times a plan provider will make a mistake and there is a lack of communication with the plan...

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Harvey Weinstein and You

The news of late have had daily accusations against Hollywood executives and personalities concernin...

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It might be you

Prior to starting my own law firm, I had made many different employer changes over the years to the ...

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Watch for any Potential Conflicts of Interest

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as die. In ...

Don’t ignore your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, It was a bra...

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Don’t give good employees the wrong idea

I always say that the reason I’ve never hired an employee is because I was an employee once too. I...