Arrogance is a problem
22 years in the retirement plan business and I have seen quite a bit. Two disasters that I wi...
22 years in the retirement plan business and I have seen quite a bit. Two disasters that I wi...
Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I al...
There are essentially two types of people at any company: management and the employees. I a...
The Peter Principle is a management theory concept in which the selection of a candidate for ...
Someone I really respect in the industry posted on Twitter that her husband’s certified financial ...
I’m very opinionated, you know that. My opinions are just opinions, based on my experiences for 22...
There have been some critical op-eds of late, criticizing 401(k) plans. Some of the criticism wasnâ€...
Many years ago, I was one of the people on LinkedIn (along with James Holland) that would point out ...
I write a lot because social media gets my name out there at a much lower cost than hiring a public ...
As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...