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JULY | Franklin Templeton | Voice of the American Workplace

July 26, 2024

Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.

To read more about the survey, please click here.

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JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

June 19, 2026

Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.