When a great change takes place that impacts how we handle certain aspects of our business, it disrupts our comfort zone and marks an end to business as usual. Some look at these changes with fear and others see them as an opportunity. I started my career in 1973. Everything was new to me and I viewed everything as an opportunity. Little did I know that the next year ERISA would be enacted, causing industry-wide changes and a pivotal turning point in my career. Being new to the business, I didn’t understand the fear and discomfort it was causing in the industry. I embraced it as an opportunity and because it was a hot topic that everyone was open to discussing, even with a young rookie in the business, it opened doors I would have never been able to enter otherwise. The rest is history. For almost forty years, retirement plans have been the core of my practice. There is an old saying “timing is everything” and it was a “once in a lifetime opportunity” for me.
Well, it seems if you stay in this business long enough, a “once in a lifetime opportunity” can happen twice. Read more