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Employees don’t want to hear that

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee...

Advisors Should Care About Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...

You Can Lead A Plan Sponsor To Huge Retirement Savings, But……

One thing I will always remember working as an ERISA attorney for third party administrators (TPAs) ...

Don’t Let Vendettas Cost You

I’m sure people who have heard of me in my local village might say I’m difficult in the sense th...

The Lesson from Sears

Sears is going to close its doors one day. You know it’s going to happen, they don’t have enough...

Be accountable to your clients

People don’t like to be accountable for the most part. It’s just human nature to blame someone e...

If you cook the food, you should have a say in how the groceries are picked

If there is one famous quote that’s landed me in trouble, it’s one from my favorite football coa...

It’s kind of simple, happy clients never leave

Maybe it’s a simplistic approach when it comes to things, but I kind of see things the way they ar...