Artificial intelligence (AI) has always been a concern of mine since seeing Terminator and Terminator 2. As a retirement plan professional, I know it will have an impact on our business.
I always believe that regardless of whether it’s business or regular day-to-day life, you can’t be everything for everybody. Being honest with that is only half the battle.
My experience at law school could probably be summed up by one event. For first year law students, there is an event that everyone participates in and it’s called Moot Court where.
Years ago, most financial advisors were not aware of their role as retirement plan advisors when it came to handling their plan sponsor clients. Most advisors were mailing it in,.
When it comes to technology, people cling on to some old technology because of their fondness for it either because it represents their youth or because they don’t want to change with.