Date:
October 22nd, 2021
What’s New at JULY 2021
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Is your LinkedIn profile working for you or against you?
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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 | 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.