Our professional development experts and Thom Fross, Financial Advisor, Fross & Fross Wealth Management, discuss extraordinary results with respect to quality client acquisition.

Our professional development experts share tips on creating extraordinary client outcomes.

Our professional development experts and a former U.S. Navy SEAL Officer discuss the idea of trust within our teams.

Our professional development experts share tips on the Brain Recharge Process: 3 Steps to Balance, Build and Boost Your Brainpower.

Our professional development experts share ideas for building a WOW-worthy practice.

Our plan sponsor expert shares how this summer’s Olympics reminded us that it's a combination of traits and behaviors that set winning athletes apart from the competition. The same can be said for plan sponsors in the DC marketplace.

Our assoc. retirement director discusses what the London Underground’s “Mind the Gap” recorded warning has in common with today's retirement industry.

Learn what legislative updates can affect your plan or plan participants. Affirming Tip O’Neill’s famous saying, “All politics is local,” many of the legislative proposals this quarter reach to the local level.

Hear about critical regulatory updates in the defined contribution marketplace. In this episode we cover updates from the IRS and the Department of Labor that could affect your plans and participants.

As defined contribution legal cases continue to be filed, some can be icebergs, while others are mere ice cubes. In this episode, we will review updates to large legal suits as well as introductions to smaller cases in the news.