401(k) Specialist Issue 3 - 2021 - 18

401(k) PRACTICE MANAGEMENT
The original idea was Carlson in a conference
room in a suit and tie, having an authentic
conversation about " real stuff, " a format
almost impossible to picture now. An internal
brainstorming meeting led to an epiphany-if
they were going to do it, they'd do it right.
No holds barred, let the obscenities fly. It was
something to rattle proverbial cages and get
attention simply by being themselves.
" J.D. said, 'Look, everybody is the same
outside of the office,' " MacNeil recalled.
" 'They like to relax, be themselves and enjoy
a cocktail with friends on the weekend. That's
what I want to draw out in the industry.' "
Carlson's career followed a trajectory
similar to the show. He entered the family
business started by his conservative father in
1975. He claimed that, at least initially, he
was legitimately corporate: suit, tie, cufflinks,
short hair, and clean-shaven. As he gained
expertise and confidence, he let his hair
down (his pun, not ours) and re-embraced
his surfer, hippie, cult-leader look.
As with the Retireholi(k)s, buttoned-up
businessmen responded to his unique
charisma. The look worked in his favor, a
differentiator in a cookie-cutter corporate
Justin MacNeil
18
ISSUE 3 2021 | 401kSpecialist.com

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401(k) Specialist Issue 3 - 2021

Table of Contents for the Digital Edition of 401(k) Specialist Issue 3 - 2021

Table of Contents
401(k) Specialist Issue 3 - 2021 - Cover1
401(k) Specialist Issue 3 - 2021 - Table of Contents
401(k) Specialist Issue 3 - 2021 - 1
401(k) Specialist Issue 3 - 2021 - 2
401(k) Specialist Issue 3 - 2021 - 3
401(k) Specialist Issue 3 - 2021 - 4
401(k) Specialist Issue 3 - 2021 - 5
401(k) Specialist Issue 3 - 2021 - 6
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401(k) Specialist Issue 3 - 2021 - 43
401(k) Specialist Issue 3 - 2021 - 44
401(k) Specialist Issue 3 - 2021 - Cover3
401(k) Specialist Issue 3 - 2021 - Cover4
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