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How to make sure the enrollment meetings aren’t like funerals

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

See how decisions impact others

The idea for buying a nice home is that you would be friendly with neighbors. That really has not p...

You can go broke without getting a client

When I started my own law practice in 2010, I did some small business networking and I realized the...

Pick your battles

If I have to say one sad thing about my experiences is that I try to get along with people and not ...

If it gets people to save, it’s a good thing

When we had our inaugural Retirement Roundtable during That 401(k) National Virtual Conference last...

Make sure you have contracts for everything

The reason you have contracts is really to detail the deal that you have. While people think you ne...

The retirement plan provider Order 66

In Star Wars lore, Order 66 was a secret order by Chancellor/Emperor Palpatine for the clone troope...

State programs are the places to get clients

A lot of people with a Libertarian streak hate state-mandated IRA programs. Even with my distaste f...

Best to make decisions through consensus

If you partner with other providers, I think it’s best when decisions are made through a consensu...

The check is in the mail should be in the mail

Paying bills to other plan providers is hard when money is hard to come by. Sometimes it was diffic...