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You don’t have to join the race to zero

When I started in the retirement plan business, the third party administrator (TPA) related law firm...

Brokers need to educate themselves for the New Day in April

All the broker dealers are spending millions in legal fees to comply with the new Fiduciary Rule. I ...

If you’re focusing on the tie, you’re not doing your job

Before I graduated law school, I had a penchant for some really loud ties, I had ties from the Flint...

Giving for the right reason

A few weeks back, I had the pleasure of interviewing Ross Marino from Rekon Intel and he told me abo...

Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that you should...

If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a ...

The Concern of TPA Referrals Made By Advisors

A friend of mine and I were talking about a financial advisor that we knew that had a big book of 40...

You Are Replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan’s dec...

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire p...

Sometimes it’s about control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...