Not Spring Cleaning! Do you participate in this terrible, awful tradition known as spring cleaning? I am NOT a big fan of spring cleaning, even though I know it’s almost as important as going to the dentist each year or getting your car inspected. Going through and really “cleaning house” so to speak can often […]
Articles and Ideas to Help You Manage Your 401k Practice
6 Quick Fixes For Your Stale and Outdated Blog
Nothing says “I’m too busy to take on new clients” more than a blog or online presence that hasn’t been updated in 3 years. It’s a common scenario. In fact, I recently went looking for some good examples to share of 401k advisors that have outstanding blogs but what I found looked more like this, […]
I am a successful entrepreneur, consultant, and creator who has spent the last 20+ years working in the financial industry while developing training, tools and resources for 401k advisors. I am the Founder and former CEO of Financial Service Standards (sold to fi360, Inc. in 2013). I now write and consult full-time. I am married and have two boys. I live near Pittsburgh, PA.