When I was at Stony Brook for college, there were many student organizations that would have tables in the Student Union to attract new members. So many tables would have their members reading or doing something that distracted them from being engaged from actually attracting new members.

As a retirement plan provider, you need to be engaged and responsive with potential clients and current clients A plan provider who has their head in the clouds is going to fail to and new clients and fails to keep current ones. You can’t be afford to be non-responsiveness to the interest of potential clients and the needs of current clients.

Personally, I have never lost clients because of cost or incompetence. I have lost clients because clients no longer need my services or because I failed to be responsiveness on occasion. We all make mistakes including myself, the lesson is to learn from them.