Advisors Archives - JULY Services

Cash Balance Plans: Who to Target and How to Win Them

March 2, 2026

Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates, avoid common pitfalls, and use effective sales and prospecting techniques. You’ll also gain access to valuable marketing resources and practical AI prompts to support compliant outreach and client education, helping you expand your practice with greater clarity and confidence.

SECURE 2.0 in 2026–2027: What Advisors Need to Know (and Do)

January 29, 2026

SECURE 2.0 is entering its most transformative phase. In this advisor-focused webinar, JULY COO Blake Willis breaks down the key changes taking effect in 2026 and 2027, including Roth catch-up mandates, expanded limits, the Saver’s Match, paper statement requirements, and critical plan amendment deadlines.

New Year, New Moves: 10 Simple Ways Advisors Can Inspire Smarter 401(k) Decisions

December 19, 2025

The New Year is when motivation is high, gym memberships spike, and “future me” finally gets a seat at the table. For financial advisors, it’s also the perfect moment to help retirement plan participants turn good intentions into responsible action—especially when it comes to their 401(k).

Mid-Year Conversions of a SIMPLE IRA to a 401(k): What Secure 2.0 Made Possible

October 20, 2025

The SECURE 2.0 Act brought a wide range of enhancements to retirement plans — and one of the most practical changes for small business owners is the new ability to convert a SIMPLE IRA to a 401(k) mid-year.

JULY & Stadion | Sheri Fitts Presents | Growing Authentic Relationships & Winning New 401(k) Clients

October 6, 2025

In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sherry Fitz—renowned financial services speaker, branding coach, and expert on digital emotional intelligence—shares how financial professionals can unlock their unique value and use personal branding as a competitive edge.

Standing Out in an AI World: Face-to-Face Advisor Marketing

September 26, 2025

Today, artificial intelligence and digital platforms make financial knowledge more accessible than ever. Business owners can Google fiduciary rules, download benchmarking reports, or watch tutorials on plan design in seconds. But information alone does not build trust—or drive action.

JULY | Franklin Templeton | Psychology of Referrals

August 29, 2025

Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates.

5 Authentic Ways to Share Your Strengths as an Advisor

July 29, 2025

In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before.

JULY | PIMCO | Financial Planning after the SECURE Act 2.0

July 25, 2025

The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.

Panel Discussion on Enhancing Participant Engagement

June 27, 2025

Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.

Best Practices for Pricing Retirement Plan Services

May 29, 2025

Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.

EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year^® 2025 Southwest Award finalist

May 1, 2025

Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities.