I’ve never been a fan of what other people think of me, but I do care how I present myself. I can only be responsible for myself and how I treat other people including plan providers. While I understand that my frank and honest views of the retirement plan business can offend others, I do try to treat other plan providers and my clients the way that I want to be treated. This article is all about what you shouldn’t be doing as a plan provider to other plan providers and clients.
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