by Natalie Harris | May 10, 2024 | Advisor Webinars, Advisors
May 10, 2024 “Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities. Watch the Webinar Explore More...
by Natalie Harris | May 3, 2024 | Advisor Webinars, Advisors
May 3, 2024 “DC Plan Foundations & Defining Your Solution” is the first of our two-part series with Dimensional Fund Advisors. This session focuses on providing advisors with a solid foundation of basic retirement plan knowledge and terminology and helps...
by Natalie Harris | Apr 9, 2024 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement...
by Natalie Harris | Mar 29, 2024 | Advisor Webinars, Advisors
March 29, 2024 Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session. Watch the Webinar Explore More...
by Natalie Harris | Mar 8, 2024 | Advisor Webinars, Advisors
February 28, 2024 Alan Gross with GSM shareshelpful considerations when adding video to your advisory practice marketing mix. Watch the Webinar Explore More...
