Author Archives: admin

My latest JDSupra.com article can be found here.

So much of any industry is dedicated to marketing, because marketing can help a company sell a product or service just based on how it’s marketed. Whoever sold the pet rock is still probably laughing all the way to the … Continue reading →

Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients. If clients have an issue with your service, you can’t discount because anger festers and boils over into an irreversible cycle that gets … Continue reading →

My latest JDSupra.com article can be found here.

I had a friend of mine in college who was involved in student politics like I was and he once proclaimed to the school newspaper that he was “the stick in the wheels of corruption.” 20 years later, I have … Continue reading →

My newsletter geared towards retirement plan advisors can be found here.

My latest article on JDSupra.com can be found here.

My latest JDSupra.com article can be found here.

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the retirement plan industry, we have retirement plan providers and their employees’ retirement plan. I know, I have been there. The third party … Continue reading →