Leveraging JULY’s Technology Resources: 3(16) & Enrollment

Oct 26, 2026

Join Collin Martin for a fireside chat with Greg Bakke. This conversational format goes beyond a standard market update, giving advisors a chance to dig into what’s moving fixed income markets right now, and why it matters for client portfolios.

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 your profile and attract prospects best suited to your services and your style.

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, more durable engagements. Catch this practical session built around real case studies. You’ll explore best practices for a richer discovery process and pick up skills you can put to work with your plan sponsor and participant relationships right away.