Out Of The Box Thinking For Retirement Plan Providers

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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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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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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

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Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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