I’ve been very lucky in life that I never had tunnel vision, I had peripheral vision. I could see things that others couldn’t see and I came up with out-of-the-box ideas that benefited my practice and my experiences in life. When I was working for a producing third-party administrator (TPA), I knew their time was up because I knew fee disclosure was inevitable five years before it became regulated. When I was at that semi-prestigious law firm, I knew social media was a great way to get clients and. with law firm partners with an average age of 67, they were going to die. When I was Vice President of a synagogue, I tried new fundraising events such as a Sal The Stockbroker comedy show instead of tired journal dance dinners. This article is about some out-of-the-box ideas that can help you as a plan provider.
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