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Advisor Webinars

401k Marketing | Marketing Across Generations

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.

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Cash Balance Plan Marketing and Prospecting

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.

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