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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...

rough

Rollovers are going to be a rough business

I have been saying all along that rollovers are going to be a very rough and difficult business afte...

engage

It’s all about engaging with people

When you figure I’ve been a member of a handful of Synagogues in my lifetime, you might call m...

vacuum

Avoid the leadership vacuum

For any presidential campaign, there usually is an ad about which candidate would you trust to handl...

planbooks

It’s time to look at your books of business

Broker-dealers are certainly in a bind to comply with the new Fiduciary Rule and one aspect is sendi...

payroll

My opinion on Payroll Provider TPAs

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

debate

What the Campaign Can Tell You About Marketing Your Practice

Before we start this out of the gate: this isn’t about the actual positions of the candidates ...

racetozero

You don’t have to join the race to zero

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