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Retirement Plan › Retirement › Client Services

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

If you’re consistently losing clients, you should 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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Tell them why you’re mad

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

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was just being passive-aggressive. I’ve grown up a bit and tell people when I’m mad at them. Just did that with a friend of mine...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Talk to your client

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

I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Let them remember you for the right reasons

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

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference. As you also may know, Congressman Raskin was the Associate Dean at American University Washington College of Law when I...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Speak on a level that they understand

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

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - November 2020 #2

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

Stuff That Won’t Help A Retirement Plan Sponsor Limit Their Liability - A seat belt in a car is useless if the driver or passenger isn’t wearing it. A smoke detector is useless if the batteries are dead. Vitamin C won’t...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

How Retirement Plan Providers Can Avoid Having A “Communication Breakdown” With Their Clients

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

One of the most important jobs in having clients as a retirement plan provider is retaining them and the fact is that happy clients rarely leave. Too often, plan providers lose clients over a lack of communication. As Led...more

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