close
funeral

Inject Life In Enrollment Meetings

When it comes to oral or written communications, it’s important that you play to your audience. An...

untitled

They can’t see it, since they caused it

A few years back, I had the worst call with a prospective client in the 19 years I have been an ERIS...

opp

Consider how an advisor uses other plan providers

What makes a good retirement plan financial advisor? Well it takes an attention to detail, an unders...

stair

I get by with a little help from my friends

While driving around I heard a song on the radio from my youth. I didn’t truly understand it then,...

bischoff

Business Advice from Eric Bischoff

Yes, you’d think I’ve lost it if I’m telling you that former World Championship Wrestling (WCW...

autoenrollment

Pushing Automatic Enrollment is good for business

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Broo...

value

Stressing Value is a better proposition than stressing cost

Retirement plan providers need to look at their fees and determine what work they are doing for thei...

oversell

The Overselling of Services and they will find out

For a long time, I didn’t like to go to the dentist. It would be 4 years between cleanings and it ...

stratego

Understand the other side

One of the great talents that most people lack is having empathy. I think empathy is an actual talen...

crossroads

Know whether it’s in you

I worked 9 years as an ERISA attorney working for third party administration (TPA) firms and that wa...