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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 ...

Every action has a reaction

I always say that the world would be better off, just if every human being would realize that there...

Get compliments and give compliments

One of the plan providers sponsors for the Arlington That 401(k) Conference gave me some compliment...

They still want to skimp when the plan is in so much trouble

I’ll get the referral from and advisor or third party administrator (TPA) with the plan that hasn...

Are you kidding me?

The older I get, the more I’ve become Larry David in Curb Your Enthusiasm. I’m at the point whe...

They won’t defend you, they don’t defend themselves

When I was a kid in Hebrew day school, I enjoyed going to the synagogue services for kids, that wer...

It’s dangerous to have an opinion

When it comes to business, I say that I’m not competing with any other ERISA attorney out there, ...

I recommend PEP-HUB

There are a lot of great 401(k) services out there that I haven’t used, so touting them isn’t g...

My biggest pet peeve in business

For 14 years now, I have had an ERISA practice of my own and my favorite part of the job is meeting...