Forming friendships, cross border referrals and mentoring with Paul Beare
Do You Use Social Media in Your Practice?
If Marketing Isn’t the Goal of Your Law Blog, How Does It Bring in Work?
My word is my bond; at least I try to make it that way. My opinions on which providers are good for plan sponsors aren’t for sale and neither should yours....more
I thought that the best way to develop relationships with plan providers around the country and get referrals for ERISA work for plan sponsors was to develop free content that these providers could use for their clients and...more
I always believe that the retirement plan business is a relationship-driven business. It’s also a small world of industry where providers know providers nationwide. This belief has certainly helped my law firm practice grow...more
As A Plan Provider It Won't Matter If You Can't Fix This. There are some things you need to take care of. So much of my advice for retirement plan providers deal with marketing and other advice on how they can improve...more
Advice For 401(k) Plan Providers On Hosting Events. Just two cents on my experience. One of the most important marketing tools that a plan provider can use to some success is the use of events to make connections to...more
I always talk about my open door policy with financial advisors and third-party administrators where I will help these plan providers out without billing them for their time or actively seeking business. I kind of have that...more
“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a connected guy. Now if I said instead, this is a friend of ours that would mean you a made guy. A Capiche?” – Al Pacino in Donnie Brasco. ...more
The retirement plan industry is very close knit. Everyone knows who does great work and the few that don’t. Word travels fast about the good, the bad, and the ugly in this business....more
In This Issue: - For Retirement Plan Providers, It's All About Making A Connection - DOL Comment Period Extended - Supreme Trouble with Tibbles - My Referrals Aren't For Sale And Neither Should Yours ...more
I have been an ERISA attorney for 14 years and while I took two retirement plan law courses while I was getting my tax LLM degree at Boston University School of Law, it never prepared me for my career as an ERISA attorney....more