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pastdue

They’re not your Clients if they don’t pay you

A few years back, I had this great third party administration (TPA) client. They were my first clien...

technology

Robo-Advisors, Technology, and Older Participants

In that forgettable yet memorable year as a synagogue Vice President, I had to deal with an older me...

socialmedia

The downside of social media

Social media is an amazing thing except when it isn’t. It’s a great way to share informa...

synagogue

You easily lose clients by not caring about them

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The demographics o...

littabl

Don’t sponsor literature tables if it won’t bring you business

The camp my daughter goes to is a fine camp except I can’t stand the people running it because...

onion

Commission Trails Like Layers of an Onion

One of the most interesting aspects of dealing with the Fiduciary Rule is commissions. When a regist...

hsa

Another issue with The Fiduciary Rule is what else it covers it

When you read the ingredients on a food item package, you’ll often be shocked as to what’...

humble

Be Humble

So my son loves to go to baseball card shows and when I think of my younger days when my father woul...

goodmarketing

Good marketing goes a long way

When I started my own law practice in April 2010, my public relations guru was able to procure an ar...

review

Face facts: Retirement Plan Sponsors Only Seek Help When They Need It

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...