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Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that you should...

lineinsand

If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a ...

people

The Concern of TPA Referrals Made By Advisors

A friend of mine and I were talking about a financial advisor that we knew that had a big book of 40...

replacements2

You Are Replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan’s dec...

fred2

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire p...

control

Sometimes it’s about control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

super-lawyer

Meeting Client Expectations Even If You’re A Super Lawyer

A few weeks back and I was waiting at the train platform and I met a former client of mine from my l...

Walter White (Bryan Cranston) - Breaking Bad _ Season 5b _ Gallery - Photo Credit: Frank Ockenfels 3/AMC

Avoid the Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ma...

naked-gun

Complying with The Fiduciary Rule is feeling your way around

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be crass, but a ...

claritin-d

The reason for the Fiduciary Rule

There was a recent conference (thanks for the invite) where they had a roundtable about why the new ...