Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you comfortable, but would still like to learn some tips from an industry veteran? In this 50-minute webinar, Greg Bakke, President & CTO of Expand Financial, and Adam Barker, JULY’s Senior Director of Sales – West, explore:
• The enrollment meeting landscape
• How to position yourself as the advisor
• How to network and listen, picking up IRA and private client
business along the way
• A presentation in action
Enrollment Meeting Best Practices
You May Also Like…
JULY | Franklin Templeton | Psychology of Referrals
August 29, 2025
Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates.
5 Authentic Ways to Share Your Strengths as an Advisor
July 29, 2025
In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before.
JULY | PIMCO | Financial Planning after the SECURE Act 2.0
July 25, 2025
The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.