close

The thing about ultimatums

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

An asset based fee audit

An advisor called me up and asked whether it was appropriate if an auditor charged an asset-based f...

The incentive to sell

When it comes to being a retirement plan provider, you should understand that it’s a relationship...

It’s easier to lose it than it can grow

One of the business philosophies I learned while working for a third party administrator ...

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 a...

Try to be humble

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

My opinion on payroll providers

If there is one opinion that I have that is argued about many times is my two cents on the use of t...

Don’t join the race to zero

When I started in the retirement plan business, the third-party administrator (TPA) related law fir...

You are replaceable

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

The problem of the strings attached

Being successful and giving back is agreat thing. For example, I’ve been lucky to support a schol...