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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...

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...