Advisors Advantage - July 2015

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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In This Issue:

- How Retirement Plan Advisors Can Benefit From Any New DOL Fiduciary Rule

- Avoid Other Providers Who Are The Sticks in the Wheels of Progress

- Sometimes It's Just Words

- Never Let a Client Get That Angry

- My Bias Against Self Directed Brokerage Accounts in 401(k) Plan

- Then There Was None

- Excerpt from Avoid Other Providers Who Are The Sticks in the Wheels of Progress:

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 used that line many times. In law school, I was "the stick in the wheels of hypocrisy." You get the gist.

In business and in life, one of my problems was having to deal with depending on others. Most people didn't have the enthusiasm that I have may have for something or trying to get work done so I can get paid. When I was working for that law firm and I had this dream of building a national ERISA practice, there was nothing worse than depending on the law firm management to approve my articles and marketing materials in either a timely fashion or in the same structure I submitted as.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum - The Rosenbaum Law Firm P.C. | Attorney Advertising

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