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There has to be a better way than 10/15

I hate to do things last minute. I passed three different state bar exams and I never studied the da...

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan needs and only...

My Problem With Networking Events

I used to attend a lot more networking events when I first started my law firm when I had very littl...

The problem with nepotism

When you have a family run business, nepotism is in a strong possibility when the children get invol...

Own Up To Your Mistakes

Years ago, I had to hire an out of town collection law firm to collect a debt from a client. The cli...

My Opinion Shouldn’t Threaten You

Social media is an interesting dynamic, both in the positive and the negative. Thanks to social medi...

That’s not the way to be in the administration business

  I have comes across quite a few third party administration (TPA) firms over the years and 95%...

I don’t make money off referrals

Maybe I’m like Larry David, but I have a lot of pet peeves. I hate when people whistle or sing in ...

What’s In It For Them?

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national E...