Careers

TPAs

July Logo White

JULY & Stadion | Sheri Fitts Presents | Growing Authentic Relationships & Winning New 401(k) Clients

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 speaker, branding coach, and expert on digital emotional intelligence—shares how financial professionals can unlock their unique value and use personal branding as a competitive edge.

Hosted by Brian Smith of JULY and supported by Stadion, this session dives deep into:

  • The science behind emotional connection and the role of the amygdala in decision-making
  • How to break through noise and stress by leading with empathy and authenticity
  • Personal branding strategies for financial advisors
  • Why purpose-driven outreach builds stronger client relationships
  • How to shift from selling products to creating meaningful influence
  • Actionable tips to overcome imposter syndrome and stay visible in a compliance-driven industry

Whether you’re new to the retirement plan space or a seasoned advisor looking to strengthen your practice, this session will equip you with strategies to differentiate yourself, foster trust, and grow your business by being unapologetically you.

Watch the Webinar

Stadion Money Management, LLC (“Stadion”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion’s ADV Part 2, which is available free of charge. SMM-2510-9

Related Posts

Categories

You May Also Like…

Washington Update with Brad Campbell

Washington Update with Brad Campbell

May 5, 2026

Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and Federated Hermes.

PEPs vs State-Run Plans | Strategic Growth Opportunities for Advisors

PEPs vs State-Run Plans | Strategic Growth Opportunities for Advisors

April 2, 2026

Brian Smith, AVP of Sales at JULY, explores the evolving landscape of state-mandated retirement plans and how they compare to Pooled Employer Plans (PEPs). As more states require employers to offer retirement benefits, this session provides a clear breakdown of how state-run programs work, recent legislative updates, employer and employee responsibilities, and a state-by-state view of current and upcoming mandates. You’ll also learn the key differences between state-run plans and PEPs, along with strategic growth opportunities for advisors looking to expand their retirement plan practice in a rapidly changing regulatory environment.