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Clients criticize; get over it

There is a point where you have to realize that no matter how good you are and no matter how good yo...

Setting the tone

I’ve been involved with so many small organizations both profit and non-profit in one form or anot...

Advisors should appreciate 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...

Let it go

One thing I’ve learned over time is not to bottle up anger. Ever since I was a kid, I was passive-...

Your Business Can Fall A Lot Quicker That It Rose

One of the business philosophies I learned while working for third party administrator is that it’...

You can see it a mile away and do nothing

While my Professor from Stony Brook could see it a mile away, most of us couldn’t predict a Pr...

Need a new plan? You know where I’ll be on December 31st

I hate doing things at the last minute. I took and passed three different state bar exams in three s...

Good Marketing Can’t Mask Poor Customer Service

I’ve always been vocal about the need for a service provider to have good marketing if they re...

Don’t be passive-aggressive with employees

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

How 401(K) Advisors Can Use ETFs

Exchange-traded funds (ETFs) have gained significant market share throughout the last decade, and mo...