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,...
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...
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...
by Greg Snyder | Jun 2, 2026 | Advisor Webinars, Advisors
May 27, 2026 JULY AI webinar — FOLLOW UP. Watch the Webinar Explore More...
by Greg Snyder | May 27, 2026 | Advisor Articles, Advisors
May 27, 2026 We recently hosted a webinar on leveraging AI in retirement plan advisory practices. The response was overwhelming – advisors submitted 40+ questions spanning every aspect of AI adoption, from “How do I even start?” to “Will AI replace...
