Best Practices for a Thriving Retirement Plan Business

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Aug 19, 2021 03:10 PM in Central Time

Join JULY and our special guest, Dimensional Fund Advisors, for a 50-minute webinar designed to help you build your retirement plan business. This session covers ways to define your solution: services, investments, partners, your team and fees. And also covers going to market: defining your value proposition, prospecting, marketing, and more!

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