Date:
October 22nd, 2021
What’s New at JULY 2021
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Blake Willis promoted to President of Retirement Services; Josh Bulgin joins as Chief Commercial Officer to lead transformation and growth.
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.
JULY AI webinar — FOLLOW UP
May 27, 2026
JULY AI webinar follow up.