Advisors Advantage - August 2015

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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How Retirement Plan Providers Can Avoid Communication Problems.

It's all about relationships and communication.

Life is all about relationships, whether it's family, friends, or business. Whether it's starting a relationship, continuing one, or ending one, it's all about communication. I can honestly say from my life, the relationships that truly mattered that faltered were because of a lack of communication. Maybe I didn't say what I needed to say or maybe the other side wasn't listening or I wasn't listening, but it was the lack of communication that ended it. When you are a retirement plan provider, relationships are important and you can't afford to lose these relationships because of a lack of communication. So this article is about how retirement plan providers can avoid communication issues that could lead to a loss of business...

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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.

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