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Employee Retirement Income Security Act (ERISA) › Professional Networking › Retirement Plan

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

I’m an ERISA attorney, curb those inappropriate LinkedIn sales pitches

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Look, I get it. There are a lot of lawyers out there. Ambulance chasers, courtroom showmen, legal eagles with late-night TV spots and suspiciously white teeth. But here’s the thing: I’m not one of them....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Networking was never about selling

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people and meeting advisors out there that I can help, most times at zero cost. The retirement plan business is a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitter handle can attract some interaction with non-retirement folks, I’m always mindful of what I post and how I handle myself....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Social media lands clients

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t be that guy at a networking event

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

With a networking event planned, I thought it would be a good time to get back into some of the local networking groups to promote it, and quickly, I remembered why I stopped....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Your Referrals Shouldn’t Be For Sale

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

My word is my bond; at least I try to make it that way. My opinions on which providers are good for plan sponsors aren’t for sale and neither should yours....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The lessons I learned from LinkedIn

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

One of the greatest tools in building my practice and enlarging my social media footprint in the retirement plan space was the use of LinkedIn....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

My biggest pet peeve on networking

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people and meeting advisors out there that I can help, most times at zero cost. The retirement plan business is a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Referrals are about helping, not making you $$$$

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The retirement plan industry is very close knit. Everyone knows who does great work and the few that don’t. Word travels fast about the good, the bad, and the ugly in this business....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Avoid other Plan Providers who just want to sell you something

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When I started my national single employer retirement plan practice, I learned that getting clients is something that was going to be dependent on me. Clients and referral sources don’t fall into your lap or grow on trees....more

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