by Greg Snyder | May 7, 2026 | Careers
Apply Job Description We are seeking an experienced Payroll Implementation Specialist to serve as the primary point of contact for new clients, ensuring a seamless transition from sales to client services and setting the stage for client success. Job...
by Greg Snyder | Apr 24, 2026 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing Actuarial Services Team as a Compliance Consultant. In this role, you will enjoy the unique challenge of putting your existing retirement plan knowledge and service skills...
by Greg Snyder | Sep 26, 2025 | Advisor Articles, Advisors
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...
by Greg Snyder | Aug 29, 2025 | Advisor Webinars, Advisors
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...
by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers
