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Arrogance is a problem

  22 years in the retirement plan business and I have seen quite a bit. Two disasters that I wi...

When it’s time to leave

  Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I al...

You’re Not Here To Make Friends

  There are essentially two types of people at any company: management and the employees.  I a...

Avoid the Norma Principle

  The Peter Principle is a management theory concept in which the selection of a candidate for ...

Keep politics to yourself

Someone I really respect in the industry posted on Twitter that her husband’s certified financial ...

Sometimes, you have to be a Scrooge to keep things correct

I’m very opinionated, you know that. My opinions are just opinions, based on my experiences for 22...

Critics aren’t necessarily haters

There have been some critical op-eds of late, criticizing 401(k) plans. Some of the criticism wasnâ€...

I don’t get riled up about 401(k) opinions

Many years ago, I was one of the people on LinkedIn (along with James Holland) that would point out ...

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

It might have something to do with control

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