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Working with a 3(38) | The Gift of Fiduciary Oversight

Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary. 

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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

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.