July 26, 2024
Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.
To read more about the survey, please click here.
JULY | Franklin Templeton | Voice of the American Workplace
You May Also Like…
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.