close

The problem of being passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. One of the r...

Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-fold, bein...

Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a conn...

It Just doesn’t look right, avoid sending gifts to plan sponsors

I’ve been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo....

Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to bring member...

Social Media and Your Employees: It Could Be A Problem

I worked at a law firm and I wanted to build a National ERISA practice. Since the partners there wer...

Don’t give it away for free

Many years ago, I did income tax returns for a flat fee. It didn’t become the success that I thoug...

How Plan Providers can deal with employees

I always say that the main reason that I don’t want to have employees is that I was an employee on...

Sometimes, they just want you to care

So many times a plan provider will make a mistake and there is a lack of communication with the plan...

Harvey Weinstein and You

The news of late have had daily accusations against Hollywood executives and personalities concernin...