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
Related Posts
Categories
You May Also Like…
Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry
November 1, 2024
Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.
401k Marketing | Marketing Across Generations
September 26, 2024
Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s workforce.
What to Know About PEPs vs. State-Run Plans
August 27, 2024
JULY’s COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).