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If you’re consistently losing clients, you should look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan pr...

Don’t let your business become an HR headache

It’s 2024 and let us face some facts: behavior that might have been tolerated in the 1970s and 19...

I won’t write this article

I write a ton of articles as you may know and I will have advisors contacting me and suggesting som...

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood I lived right off a stre...

The way to grow a PEP is through the state mandates

I’m all for states requiring employers to offer a retirement plan or join the state-endorsed IRA ...

Yes, I support TPAs

When I was at law school, I was the editor-in-chief of the law school’s newsmagazine. My rise to ...

Advertising won’t fix it

Over the years, I worked with many organizations starting back with student political organizations...

Advisors should play nicely with other providers

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

The pet peeve

Like I say, the older I get, the more and more I’m like Larry David. The biggest pet peeve on ...

You need a change of culture to change

Long-term businesses in the retirement plan business don’t die overnight. It takes a very long ti...