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Pick a marketing/PR firm that understand what you do

There is a running joke from my wife where she tells me that despite 13 years of marriage, she still...

The Value and Peril of Flat Fee Billing

I know a thing or two about the virtues of flat fee billing, have done my legal work on the scale wh...

Advisors can’t care about fiduciary duty and recommend bad TPAs

When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wanted to mak...

I avoid it when it doesn’t look right, you should too

I live in an unincorporated village on the south shore of Nassau County and the elected Board of Edu...

Sometimes, change is anyone’s guess

An advisor asked me a very interesting question that had me thinking: since a good chunk of what an ...

Yesterday’s plan participants in today’s world

When I first started in the 401(k) business, investment selection by participants was still being pr...

The Fiduciary That Buys The Groceries

When the great Bill Parcells was the head coach of the New England Patriots, he got into a tiff with...

Don’t show clients you don’t care

It’s one of the greatest lines in a movie and even my 11-year-old daughter knows it. Harrison Ford...

Always Be Watching

Who can forget Alec Baldwin’s speech in Glengarry Glenn Ross on how salesmen should “Always Be C...

Dealing with potential clients that are married to the ball and chain

How many times as a retirement plan provider that you contact a retirement plan that is paying too m...