Latest Insights
Best Practices for a Thriving Retirement Plan Business
Join JULY and our special guest, Dimensional Fund Advisors, for a 50-minute webinar designed to help you build your retirement plan business.
What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP
Watch the replay of What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP. Recorded June 9th, 2021
Leveraging JULY’s Technology Resources: 3(16) & Enrollment
Watch the webinar replay for Leveraging JULY’s Technology Resources: 3(16) & Enrollment, recorded Tuesday, Apr 27, 2021.
There is No Such Thing as a “Virtual” Meeting
Watch the webinar replay of There is No Such Thing as a “Virtual” Meeting. Recorded March 11th, 2021.
10 Ways to Supercharge Your Retirement Plan Marketing
Watch the webinar replay of 10 Ways to Supercharge Your Retirement Plan Marketing, Recorded January 1st 2021.
Marketing and Prospecting with Cash Balance Plans
Watch the webinar replay for Marketing and Prospecting with Cash Balance Plans, recorded Februrary 20, 2020.
The SECURE Act: What You May Not Know
Watch the webinar replay for The SECURE Act: What You May Not Know, recorded March 13, 2020.
Prospecting with Total Cost Analysis
Watch the webinar replay for Prospecting with Total Cost Analysis, recorded April 30, 2020.
Benchmarking Your Retirement Advisory Business
Watch the webinar replay for Benchmarking Your Retirement Advisory Business, recorded June 4, 2020.
Prospecting with Qualified Plan Design
Watch the webinar replay for Prospecting with Qualified Plan Design, recorded August 13, 2020.
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
Watch the webinar replay for What’s New at JULY? Innovative Ways We Can Help You in Your Practice, recorded September 24, 2020.
Grow Your Business with the Power of Story
Watch the webinar replay for Grow Your Business with the Power of Story, recorded October 7, 2020.