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nancyreg

Learn to say no

I always believe that regardless of whether it’s business or in regular day-to-day life, that you ...

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Don’t shrug your shoulders

One of my pet peeves out there is when you give a list of complaints to a business or an organizatio...

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My biggest pet peeve on networking

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people...

708D8AAA-B5DE-4FA9-9E71-D9608D3B049A

Pick a marketing/PR firm that understand what you do

There is a running joke from my wife where she tells me that despite 13 years of marriage, she still...

theworld

The Value and Peril of Flat Fee Billing

I know a thing or two about the virtues of flat fee billing, have done my legal work on the scale wh...

fudduty

Advisors can’t care about fiduciary duty and recommend bad TPAs

When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wanted to mak...

783B1A5A-CB72-42B3-8C0E-E170AC781AB5

I avoid it when it doesn’t look right, you should too

I live in an unincorporated village on the south shore of Nassau County and the elected Board of Edu...

281E7BCD-B727-4BB1-929B-C96DC12504B6

Sometimes, change is anyone’s guess

An advisor asked me a very interesting question that had me thinking: since a good chunk of what an ...

oldmac

Yesterday’s plan participants in today’s world

When I first started in the 401(k) business, investment selection by participants was still being pr...

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The Fiduciary That Buys The Groceries

When the great Bill Parcells was the head coach of the New England Patriots, he got into a tiff with...