News & Analysis as of

Professional Networking 401k

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

That 401(k) Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d get invited to sponsor networking events or plan sponsor forums. They’d ask for a check, promise big exposure, and deliver… almost nothing. The room would be filled with the wrong...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

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.

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable because I’ve been to too many forgettable industry events. Creating lasting memories helps your business because people end up...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan any events ahead and let the word get out

The genesis for That 401(k) Conference can be traced to two things: 1) my experience at other 401(k) events and 2) my experience of running events for my old synagogue....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - April 2019

As A Plan Provider, How You Can Think Outside the Box. You have to be creative. Being a retirement plan provider isn't easy and one of the reasons it isn't easy is because it's so competitive. As I always say, there is...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - February 2019

Lessons For Plan Providers From The Impending Death Of Sears. What you need to learn. Before there was Amazon.com, there was Sears. Whether it was through their catalog or their department stores, it was the place to be...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best in the relationship department. Richard Laurita was the top salesman at both third-party administrators (TPA) I worked at and 11 years...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - October 2015

How To Operate A Retirement Plan Provider Practice on a Shoe String. Why spend when you don't have to. I decided to start my own practice when another law firm stated that I could earn $150,000 if I brought them...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Pitfall of Networking Events

I used to attend a lot more networking events when I first started my law firm when I had very little clients and I think that experience kind of made me attend far fewer events. Networking is an integral part of...more

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