I have mixed emotions writing about the New Fiduciary Rules, reason being is that I know everyone is being riddled with posts, email blasts, white papers, podcasts and webinars on the subject. Not my style to follow the masses, but I feel like maybe I can add something to the discussion. I have sat through […]

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I have two concepts that I want to share with Retirement Plan Advisors that I think can positively impact their business in a huge way. Concept #1 Focus your business model on helping people first and making money second. Put all your energy and efforts into building or improving upon your model, product and services. […]

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