Advisors Advantage - March 2021

Ary Rosenbaum
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Bad Behavior You Shouldn’t Replicate As A Plan Provider.

I like to treat people the way I wanted to be treated. It usually works out, but there are instances where the other side doesn’t follow the path I’ve taken. As a retirement plan provider, you need to take a certain path and that’s to avoid some of the perils I will outline. You want to be known for good things and not bad behavior, this article will spell court what kind of plan provider you shouldn’t be.

Just be accountable.

People don’t like to be accountable for the most part. It’s just human nature to blame someone else. Heck, I used to do it at work and I still do it at home. 

Please see full Newsletter below for more information.

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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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