Monthly Archives: November 2019

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a result of some sexist comments he made at an industry conference. I don’t need to mention these comments, as they are all over … Continue reading

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That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a Mitchell and Ness sports jersey to meetings and synagogue services, I would. One thing I hate is buttoning up the dress shirt. There always seems to be one … Continue reading

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If you’re consistently losing clients, look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan provider, you will certainly get fired by a client if you haven’t already. However, if you’re consistently losing clients, it … Continue reading

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Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren’t tolerated today. Thankfully, I’ve worked on my own for the last 10 years, so I don’t have to deal with the day … Continue reading

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Retirement Plan Advisors Advantage

My latest newsletter for retirement plan providers can be found here.

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