Date:
October 22nd, 2021
What’s New at JULY 2021
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JULY | PIMCO | Practice Management – Deepening Relationships through Effective Client Discovery
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.
July Business Services Expands Its Senior Leadership Team
June 29, 2026
Blake Willis promoted to President of Retirement Services; Josh Bulgin joins as Chief Commercial Officer to lead transformation and growth.
JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework
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 Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.