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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...

When I don’t get the gig

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times,...

Know when you should go

Like George Costanza who always tried to leave on a high note in an episode of  Seinfeld, I always ...

Less is almost always more

I’ve told the story many times, but I used to work for a well known ERISA attorney at a union size...

Don’t let your best employees leave over money

The principal of my synagogue’s Hebrew School announced he was quitting after 16 years to take a p...

You can’t be everybody for everything

I have written many articles on the fiduciary warranty and how that is a deceptive practice in my mi...