In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice.
Breaking Through the Sea of Sameness: Six Ways to Differentiate Your Defined Contribution Practice
You May Also Like…
Cash Balance Plan Marketing and Prospecting
April 25, 2024
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.
Mastering the Boardroom | Strategies for Conducting Effective Retirement Plan Committee Meetings
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
JULY & GSM | Yes, You Can Do Video – And You Should!
February 28, 2024
Alan Gross with GSM shares helpful considerations when adding video to your advisory practice marketing mix.