by Natalie Harris | May 26, 2022 | Advisor Webinars, Advisors
Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity into your practice with the help of a 3(38) fiduciary. Learn about the multi-faceted role of the 3(38) as well as ways to distinguish yourself as a plan advisor working...
by Natalie Harris | May 13, 2022 | Advisor Webinars, Advisors
Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you comfortable, but would still like to learn some tips from an industry veteran? In this 50-minute webinar, Greg Bakke, President & CTO of Expand Financial, and Adam Barker,...
by Natalie Harris | Apr 29, 2022 | Advisor Webinars, Advisors
Marketing can be a real Rubik’s cube when it comes to creating impact with prospects and clients. And while there are many things to get right, there’s one thing that matters more than everything else – your message. Think of this session as an acid test – a way to...
by Natalie Harris | Apr 8, 2022 | Advisor Webinars, Advisors
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter, Brian Smith, JULY’s Senior Director of Sales -East, is a plan design expert and sales leader. This session covers: • How to use plan design to differentiate yourself• Cash balance...
by Natalie Harris | Mar 28, 2022 | Advisor Articles, Advisor News, Advisors, Employer Articles, Employer News, Employers, General News
The JULY IRA helps participants with their savings goals keeping their monies invested for the future. Waco, Texas, March 30, 2022 – July Business Services (JULY) announces JULY IRA (JULY IRA), an integrated IRA rollover solution designed specifically for small...
