by Natalie Harris | Aug 29, 2025 | Advisor Webinars, Advisors
August 29, 2025 Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to...
by Natalie Harris | Jul 29, 2025 | Advisor Articles, Advisors
July 29, 2025 In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before. While this evolution presents powerful opportunities, it also raises an important...
by Natalie Harris | Jul 25, 2025 | Advisor Webinars
July 25, 2025 The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan...
by Natalie Harris | Jun 27, 2025 | Advisor Webinars, Advisors
June 27, 2025 Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics,...
by Natalie Harris | Jun 17, 2025 | General News
Waco, TX (June 17, 2025) July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the acquisition of Employee Incentive Plans, Inc. (“EIP”), marking JULY’s seventh successful...
