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Professional Networking Retirement Plan Financial Services Industry

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

Baker Donelson

Everybody Leads: A Look at Legacy with Synovus Bank's Sarah Duggan

Baker Donelson on

In a recent episode of "Everybody Leads," Tim Lupinacci spoke with Sarah Duggan about her leadership journey as she prepared to step onto a new path with her retirement. Sarah has spent her career in the bank and lending...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Networking was never about selling

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

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

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

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