News & Analysis as of

Professional Networking Retirement Plan

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Networking was never about selling

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people and meeting advisors out there that I can help, most times at zero cost. The retirement plan business is a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitter handle can attract some interaction with non-retirement folks, I’m always mindful of what I post and how I handle myself....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t be that guy at a networking event

With a networking event planned, I thought it would be a good time to get back into some of the local networking groups to promote it, and quickly, I remembered why I stopped....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Your Referrals Shouldn’t Be For Sale

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - April 2019

As A Plan Provider, How You Can Think Outside the Box. You have to be creative. Being a retirement plan provider isn't easy and one of the reasons it isn't easy is because it's so competitive. As I always say, there is...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint in the retirement plan space was the use of LinkedIn....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

My biggest pet peeve on networking

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people and meeting advisors out there that I can help, most times at zero cost. The retirement plan business is a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Referrals are about helping, not making you $$$$

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. director. I know because I’ve been there and done that. I write articles, I blog, and I started this crazy...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Avoid other Plan Providers who just want to sell you something

When I started my national single employer retirement plan practice, I learned that getting clients is something that was going to be dependent on me. Clients and referral sources don’t fall into your lap or grow on trees....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - October 2015

How To Operate A Retirement Plan Provider Practice on a Shoe String. Why spend when you don't have to. I decided to start my own practice when another law firm stated that I could earn $150,000 if I brought them...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sometimes Networking Can Be Bad

When it comes to building a retirement plan practice, networking is an important component. Whether you are a financial advisor or a third party administrator or an auditor, placing an advertisement in the local newspaper or...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Any relationship in the retirement plan business requires trust

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship and any...more

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