by Greg Snyder | Oct 19, 2025 | Advisor Articles, Advisors
October 20, 2025 The SECURE 2.0 Act brought a wide range of enhancements to retirement plans — and one of the most practical changes for small business owners is the new ability to convert a SIMPLE IRA to a 401(k) mid-year. Historically, once a SIMPLE IRA was...
by Greg Snyder | Oct 6, 2025 | Advisor Webinars, Advisors
October 6, 2025 In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sheri Fitts—renowned financial services...
by Greg Snyder | Sep 26, 2025 | Advisor Articles, Advisors
September 26, 2025 Today, artificial intelligence and digital platforms make financial knowledge more accessible than ever. Business owners can Google fiduciary rules, download benchmarking reports, or watch tutorials on plan design in seconds. But information alone...
by Greg Snyder | Aug 29, 2025 | Advisor Webinars, Advisors
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...
by Greg Snyder | Jul 29, 2025 | Advisor Articles, Advisors
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. While this evolution presents powerful opportunities, it also raises an important...
