July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services to financial consultants, registered investment advisors, bank trust departments, and other financial intermediaries. Whether you’re a new advisor seeking to learn the business or a seasoned veteran, July has the experience, systems, and partners to set you apart from the crowd.
Our team of experienced Sales Consultants is dedicated to your success. They can assist you with prospecting and lead generation, preparing proposals and plan illustrations, helping with vendor evaluation, and all aspects of the sales process.
After the sale, we provide you and your client with a dedicated consultant to assist with making the setup or conversion easy. They collaborate with you to prepare enrollment materials, establish a setup timeline, prepare required employee notices, coordinate the conversion with existing vendors, and handle other key aspects of the setup or conversion process.
Once the setup or conversion of your client's plan is complete, you are assigned an experienced, dedicated Client Relationship Manager to handle your day-to-day services needs. Your CRM's job is to ensure you and your client are satisfied and to respond timely to your needs.
If you are utilizing the JULY Retirement Platform and perform fund screening and selection for your plan's investment lineup, JULY can provide you access and support for several specialized retirement plan investment screening tools.