Your friend’s Facebook account was hacked, your neighbor was part of the Equifax data breach, your client’s credit card was charged fraudulently, but never do you think it could happen to you. Well, it could. In this post, we’re going to share a story about our (near) personal identifiable... READ MORE

At one of my first jobs, I had to cold call – and to be honest, I hated it. Nervous ring after nervous ring, I hoped the person on the other end didn’t pick up. It was time consuming, anxiety ridden and sometimes embarrassing.  But I did it. However, I didn’t do it well. Our managing partner said... READ MORE

Have you ever experienced the rush of winning? The excitement, glee and anticipation that comes from signing that BIG retirement plan client – one of those “larger than your eyes can image” deals? Wow, you feel amazing. Your sales preparation, value proposition and service level commitment won the... READ MORE

Ever have a great idea and just run with it? Whether it’s a new blog article, a lead generation email campaign, or a new prospect presentation deck, the creative lightbulb is burning at 3,000 megawatts an hour. Oh baby, you’re cruising! Those magic moments when everything just clicks. Awesome – ... READ MORE

Is the Internet Your Friend or Foe? Editor’s Note: This is the last of a three-part series focusing on ways to enhance your digital presence and be seen by more plan sponsor prospects. Part 1, providing tips on using LinkedIn, can be found here; Part 2, on the importance of a mobile-friendly... READ MORE

Editor’s Note: This is the first of a three-part series focusing on ways to enhance your digital presence and be seen by more plan sponsor prospects. If you said, “Yes, I am” in answer to the question in the headlne, you’re not the only one – and your prospects are too! The majority of us log... READ MORE

Brainstorming a relevant plan sponsor topic, researching sources, typing word by word, citing footnotes, and compliance reviews are all part of the content creation struggle. After you have overcome these hurdles, you can bask in the joy of pressing “Publish.” Wow, there it is – your beautifully... READ MORE

When was the last time you worked “on” your business instead of “in” your business? We believe that taking a few minutes, hours or days to truly focus on how to grow and scale it will ultimately help you become more profitable. And believe it or not, we think that wholesalers can provide support on... READ MORE

“If the internet says you’re an expert, then you’re an expert.”At the 2018 ASPPA Annual Conference in October, I heard that during one of the roundtable discussions. Wow, what an insightful comment. Because it’s true. Ask yourself, when you have a question, where do you turn? The encyclopedia?... READ MORE