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What you can learn from the AAF

The Alliance of American Football (AAF) tries to be a spring football league that would act as a feeder system for the National Football League. It was a nice idea on paper and they had an app that had some interesting gambling capabilities to it that could ha...

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Great service doesn’t justify over inflated fees

I’m a loyal customer and always have been. I’ve always been reluctant to change especially when I’m satisfied with a service. I’m too loyal and sometimes, it costs me money like 401(k) plan sponsors who have misplaced loyalty in their plan providers. &...

Jean Doumanian, producer of "Saturday Night Live".

Don’t shake it up so quickly

After Lorne Michaels left with the original cast of Saturday Night Live in 1980, they hired Jean Dou...

spendonconf

Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a...

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No big shock: happy clients don’t leave

Maybe it’s a simplistic approach when it comes to certain things, but I see things the way they ar...

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The Don’ts of LinkedIn

I think LinkedIn is one of the greatest tools out there that can be used to effectively grow your pl...

Laurita

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

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Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get ...

signs

Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is the prolifer...

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As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, good fiduc...