The Right Way and Wrong Way for a Retirement Plan Financial Advisor


In the 1995 Martin Scorcese classic Casino, Robert DeNiro’s character of Sam “Ace” Rothstein tells juiced-in slot machine floor manager Don Ward: “There's three ways to do things, the right way, the wrong way and the way that I do it.” Fifteen plus years later, I still don’t know what that means because Sam’s way wasn’t necessarily the right way. As a retirement plan financial advisor, there is a wrong way and a right way to operate your practice. So this article will try to delineate the right way from operating your practice as a retirement plan financial advisor from the wrong way.

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