Greg Snyder, Author at JULY Services

Is your LinkedIn profile working for you or against you?

by Greg Snyder | Sep 23, 2026 | Advisor Webinars, Advisors

Sep 23, 2026 Your LinkedIn profile is often the first impression a prospective client has of you. Is it doing its job? Alan Gross, Founder of GSM, a marketing firm built specifically for advisors and those working in the retirement plan industry, helps you sharpen...

JULY | PIMCO | Practice Management – Deepening Relationships through Effective Client Discovery

by Greg Snyder | Jul 24, 2026 | Advisor Webinars, Advisors

July 22, 2026 The advisors who win and keep retirement plan relationships are the ones who truly understand their clients – their goals, values, and concerns. Taking the time to uncover those preferences shows empathy and builds the kind of trust that leads to deeper,...

July Business Services Expands Its Senior Leadership Team

by Greg Snyder | Jun 29, 2026 | General News

WACO, Texas — June 29, 2026 July Business Services (JULY), a national provider of retirement plan administration and recordkeeping technology, today announced two senior leadership appointments that sharpen the firm’s focus on growth and innovation. Blake Willis...

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

by Greg Snyder | Jun 19, 2026 | Advisor Webinars, Advisors

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...