Forming friendships, cross border referrals and mentoring with Paul Beare
Do You Use Social Media in Your Practice?
If Marketing Isn’t the Goal of Your Law Blog, How Does It Bring in Work?
My word is my bond; at least I try to make it that way. My opinions on which providers are good for plan sponsors aren’t for sale and neither should yours....more
I thought that the best way to develop relationships with plan providers around the country and get referrals for ERISA work for plan sponsors was to develop free content that these providers could use for their clients and...more
Advice For 401(k) Plan Providers On Hosting Events. Just two cents on my experience. One of the most important marketing tools that a plan provider can use to some success is the use of events to make connections to...more
When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wanted to make an example of them at the Tangiers Hotel in Casino. He had the security guards use a hammer on one cheater’s hand and then told...more
My great Uncle Jack was the youngest of 4 children. He followed Herschel, Zoltan, and my grandmother Rozalia. He was a troublemaker when he was a kid. One time, he gambled away the family’s ration coupons and my grandmother...more
The retirement plan industry is very close knit. Everyone knows who does great work and the few that don’t. Word travels fast about the good, the bad, and the ugly in this business....more
My word is my bond; at least I try to make it that way. My opinions on which providers are good for plan sponsors aren’t for sale and neither should yours. When I get asked for referrals, I always try to point out at...more