It’s one of the greatest lines in a movie and even my 11-year-old daughter knows it. Harrison Ford playing Richard Kimble finds the gun that Federal Marshal Samuel Gerard played by Tommy Lee Jones dropped in The Fugitive. Gerard’s job is to track down Kimb...
Who can forget Alec Baldwin’s speech in Glengarry Glenn Ross on how salesmen should “Always Be Closing” and how coffee is for closers only? It was the highpoint of a great movie. I’m not going to go through a discussion on sales, but a cautionary tale ...
How many times as a retirement plan provider that you contact a retirement plan that is paying too m...
When I worked at that law firm, I always felt I was Al Czervik, the Rodney Dangerfield character fro...
I always believe that the retirement plan business is a relationship-driven business. It’s also a...
I always talk about my open door policy with financial advisors and third-party administrators where...
When you’re a financial advisor and working out proposals for potential plan sponsor clients, pric...
As discussed in my newest book, “The Greatest 401(k) Book Sequel Ever”, I’m still amazed at my...
Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be r...
If you make yourself a target, don’t expect that someone won’t make you part of their target pra...
