The Plan Provider Playbook Is Broke And Everyone Knows It

There’s a moment every plan provider eventually faces, though most won’t admit it out loud. It’s when you realize that the way you’ve been doing business, the relationships you rely on, the services you promote, the way you market yourself, isn’t really working anymore. Not because you’re bad at what you do, but because the game itself has changed while you were still playing by the old rules. And in this business, clinging to old rules is how you become irrelevant. Plan providers like to... By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.