Join us for an insider’s look at how to elevate your enrollment meetings and drive more business. In this session, we’ll cover:
Ready to take your 401(k) enrollment meetings to the next level? Whether you’re looking to build confidence or refine an already strong approach,...
Learn more about tailored managed account solutions available to you through plans with JULY. Quintan Kocher, EXPAND Advisory Services, is joined by a consortium of managed accounts experts to cover core investment lineup recap-including what’s new, managed account solutions available to PFS Series 65 advisors, strategic investing overview, tactical investing overview, and ESG investing overview.
Brian Smith, Senior Institutional Sales Director at JULY, shares expert insights into the fundamentals of 401(k) plan design and how advisors can use plan features to strengthen their value proposition.