by Natalie Harris | Dec 15, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Heartland territory (Greater Metro Chicago). The RSD is the field-facing relationship builder and plan design...
by Natalie Harris | Dec 15, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Mid Atlantic territory (Washington D.C. Metro Area). The RSD is the field-facing relationship builder and plan design...
by Natalie Harris | 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 Natalie Harris | 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
