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The Secrets of Success as a Navy SEAL

Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him succeed in sales and can be used to help unify and motivate sales teams.

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

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

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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 Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.