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Don’t get political

As long as I remember, any political discussion gets a little heated. Thanks to social media, any p...

The Bear and the plan provider business

I finally sat down and watched the show everyone was talking about, The Bear on Hulu. Thanks to the...

Your reputation is everything

I have been practicing in the employee benefits world for almost 26 years and the beauty of it is t...

The skin in the game

The reason I charge $100 a person (or usually $50 a person if they bring multiple people) to my liv...

It takes effort to be mean

As I mentioned elsewhere, I took my daughter on a day trip to FanExpo Boston to meet her favorite a...

A committee is all about managing personalities

I have seen so much organization dysfunction in my life and it probably dates back to some of the o...

A committee is all about the better good

I worked at a law firm that supplied dinner if you stayed later. It was cool until you realized the...

Don’t be weird about invites

I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and there are ti...

Does cold calling work?

When I started my practice in 2010, the idea was that my content would create referral sources from...

Trust takes time

The retirement plan business is all about trust. It’s built on trust and trust takes time. So ...