Practice Management

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market

Premature Rollovers

Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.

Prospecting 101

It is almost never a good idea to waste time pursuing clients who will not be a good fit for your business, even if they do appear to represent incremental revenue. Sooner or later, they are likely to be a distraction at best from providing your best service to your key customer base.