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Business Development › Retirement Plan

Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and... more +
Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and others with deep experience in biz dev for legal professionals  less -
Ary Rosenbaum - The Rosenbaum Law Firm P.C.

I’m an ERISA attorney, curb those inappropriate LinkedIn sales pitches

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Look, I get it. There are a lot of lawyers out there. Ambulance chasers, courtroom showmen, legal eagles with late-night TV spots and suspiciously white teeth. But here’s the thing: I’m not one of them....more

Pillsbury - Propel

Savings Plans for Startups

Pillsbury - Propel on

Opening a retirement savings plan for employees (including founders!) is often a low-priority issue for startups and small businesses, but several states, including California, are trying to change that. In 2016, the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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.

The problem of Fred

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day-to-day running of a business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

We’re all shaped by our experiences, but we need to overcome

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I’m terrible with compliments. It’s probably because as a kid, I didn’t get many and I was always wary that any comment I’d make would get a negative comment back. Somehow saying how I was getting better at Intellivision ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Some people just want it when it’s free

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

One of my king beliefs is that giving away, anything of value for free is a mistake because people place no value on something free. That could be the tax return that a relative wanted me to prepare for a significant other,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t be that guy at a networking event

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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.

Let them check out of your email list

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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

Goulston & Storrs PC

To Sell Or Not To Sell: Five Things To Consider

Goulston & Storrs PC on

It’s the great American dream: Build a great company and then sell it for enough money that neither you nor the ones you love will ever have to worry about finances again....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Be honest with your employees

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I always say the two worst things you can give people are false praise and false hope. One of the reasons that I started my practice is because I was an employee and for the most part, I didn’t like how I saw employers treat...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Dealing with clients isn’t one size fits all

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, new comparability, safe harbor, and anything where there is a choice. It also deals with how you interact with clients, no two...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

It Might Be You

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Before starting my law firm, I had made many different employer changes over the years to the point that my position as the head of my law firm is the longest time I’ve been employed in one place and that’s only 5 years....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

You have to have a plan

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site instead of developing. Imagine if Jeff Bezos talked for a year or two about selling books on the Internet instead of going...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

If you’re consistently losing clients, look in the mirror

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

There is always that line that you’re hired to be fired. No matter how great you are as a plan provider, you will certainly get fired by a client if you haven’t already....more

MoFo Impact

Impact Links: Best Books for Social Entrepreneurs; The Promise of Impact Investing in India; NY’s Climate Action Plan; Consumers...

MoFo Impact on

..What new challenges lie ahead for impact investing? Antony Bugg-Levine of the Nonprofit Finance Fund and Durreen Shahna of the Impact Investment Exchange discuss them on the Knowledge@Wharton podcast...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

One From The Heart

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Dark Knight Rises is one of my favorite movies and one great scene at the end is when Catwoman tells Batman: “You don’t owe these people anymore. You’ve given them everything” and Batman says: “Not everything. Not yet.” ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Stick to a plan that will work

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When I first started out, I worked as an attorney affiliated with a third party administration (TPA). The problem with this TPA that it had 4 main partners and two other employees who had small ownership interests; it was a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Give your clients a football

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When I was in college and law school, I had this fancy leather bound DayRunner that had all my contacts, business cards, and notes. For 1992-1998, it was state of the art because I didn’t have the shekels for a Palm Pilot and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Legend of Fred

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day to day running of a business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advertising won’t fix this

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Over the years, I worked with many organizations starting back with student political organizations and the school paper at Stony Brook. This includes actual businesses, civic and religious organizations. Many of these...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

John Carnevale, R.I.P.

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

John Carnevale, the President and Chief Executive Officer of Sentinel Benefits, a Massachusetts and New York based producing third party administrator (TPA), died of a heart attack suddenly last weekend. I never met...more

Stinson - Benefits Notes Blog

Using Your IRA to Buy a Business: Still a Risky Strategy

Stinson - Benefits Notes Blog on

I blogged in the past about decisions in which taxpayers have used assets in their IRA to finance a new business. This structure is sometimes known as a ROBS or rollover for business startups. In 2013, the tax court held that...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

What’s in it for Them?

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I made peace with one of the biggest enemies I had professionally and it’s something I’m proud of. We both admitted we were wrong and acted in haste because of a lack of communication and it was good for business to make...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Do you have it?

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When it comes to being a retirement plan provider and selling your services, you have to have it. Those who have it, succeed. Those who don’t, don’t. You can’t get it from a bottle, a book, or course....more

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