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plan-design

Advisors should appreciate Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

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Let it go

One thing I’ve learned over time is not to bottle up anger. Ever since I was a kid, I was passive-...

businessfall

Your Business Can Fall A Lot Quicker That It Rose

One of the business philosophies I learned while working for third party administrator is that it’...

mileaway

You can see it a mile away and do nothing

While my Professor from Stony Brook could see it a mile away, most of us couldn’t predict a Pr...

plan

Need a new plan? You know where I’ll be on December 31st

I hate doing things at the last minute. I took and passed three different state bar exams in three s...

phone

Good Marketing Can’t Mask Poor Customer Service

I’ve always been vocal about the need for a service provider to have good marketing if they re...

passive-aggressive-caution_1

Don’t be passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. One of the re...

etf

How 401(K) Advisors Can Use ETFs

Exchange-traded funds (ETFs) have gained significant market share throughout the last decade, and mo...

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...