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Communication is key when dealing with your client

I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have work...

When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longe...

Avoid The One Who Came From Thin

In my community, there was someone who lived there for 20 years and really did nothing for the commu...

Don’t Chisel Other Plan Providers

I sell some stuff on EBay. Basically I’m selling collectibles I no longer want for collectibles I ...

Some Financial Advisors Still Don’t Get It

Years ago, most financial advisors weren’t aware of their role as a retirement plan advisor when i...

Make sure everyone is on board with the change

Sometimes no matter how hard you work on a plan and do such a great job, oe person working for your ...

Many times, plan sponsors don’t get it until it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of the things...

The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a p...

Culture Can Only Change From The Top

I was leaving a position as an ERISA attorney at a third party administration (TPA) firm for what I ...

Give your clients a “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had all my conta...