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rosevelt

Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

dontgiveup

Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...

horsetowater

You Can Lead A Plan Sponsor To Huge Retirement Savings, But……

One thing I will always remember working as an ERISA attorney for third party administrators (TPAs) ...

vend

Don’t Let Vendettas Cost You

I’m sure people who have heard of me in my local village might say I’m difficult in the sense th...

sears

The Lesson from Sears

Sears is going to close its doors one day. You know it’s going to happen, they don’t have enough...

helloaccountable

Be accountable to your clients

People don’t like to be accountable for the most part. It’s just human nature to blame someone e...

cookfood

If you cook the food, you should have a say in how the groceries are picked

If there is one famous quote that’s landed me in trouble, it’s one from my favorite football coa...

happyclients

It’s kind of simple, happy clients never leave

Maybe it’s a simplistic approach when it comes to things, but I kind of see things the way they ar...

theshack

The Radio Shack lesson for plan providers

Radio Shack filed for bankruptcy again and is closing another 187 stores. I know the jokes and how p...

thejerk

If you’re a jerk to employees, they’ll remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...