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Pick up the phone

I always say one of the main reasons that a provider gets fired is when the plan sponsor feels that ...

The Plan Sponsor may not see how great you are

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose. She was ...

Learn to say no

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

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...

My biggest pet peeve on networking

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

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...

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...

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...

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...

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 ...