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Stick to a plan that will work

When I first started out, I worked as an attorney affiliated with a third party administration (TPA)...

Inject Life In Enrollment Meetings

When it comes to oral or written communications, it’s important that you play to your audience. An...

They can’t see it, since they caused it

A few years back, I had the worst call with a prospective client in the 19 years I have been an ERIS...

Consider how an advisor uses other plan providers

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

I get by with a little help from my friends

While driving around I heard a song on the radio from my youth. I didn’t truly understand it then,...

Business Advice from Eric Bischoff

Yes, you’d think I’ve lost it if I’m telling you that former World Championship Wrestling (WCW...

Pushing Automatic Enrollment is good for business

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Broo...

Stressing Value is a better proposition than stressing cost

Retirement plan providers need to look at their fees and determine what work they are doing for thei...

The Overselling of Services and they will find out

For a long time, I didn’t like to go to the dentist. It would be 4 years between cleanings and it ...

Understand the other side

One of the great talents that most people lack is having empathy. I think empathy is an actual talen...