“Rookie” Mistakes Every Retirement Plan Provider Should Avoid

more+
less-

Whether you like it or not, first impressions mean the most. If you fail to make a good impression the first time out, many times you never get a chance to make a second impression. Some times that bad impression is because you talked with your mouth full or wore a dirty dress shirt. Whether you are a new or seasoned retirement plan provider, there are “rookie” mistakes you should avoid because you don’t want any potential client or business partner to get the wrong impression. This article is about “rookie mistakes” that retirement plan providers should avoid, whether you are a rookie or a veteran.

LOADING PDF: If there are any problems, click here to download the file.

Topics:  Business Development, Client Services, Marketing, Professional Development, Retirement Plan

Published In: Business Organization Updates, Finance & Banking Updates, Labor & Employment Updates, Tax Updates

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

Don't miss a thing! Build a custom news brief:

Read fresh new writing on compliance, cybersecurity, Dodd-Frank, whistleblowers, social media, hiring & firing, patent reform, the NLRB, Obamacare, the SEC…

…or whatever matters the most to you. Follow authors, firms, and topics on JD Supra.

Create your news brief now - it's free and easy »