Marketing can be a real Rubik’s cube when it comes to creating impact with prospects and clients. And while there are many things to get right, there’s one thing that matters more than everything else – your message. Think of this session as an acid test – a way to instantly review your own presence and get clear about what to do next (now).
The ONE Thing Your Marketing Needs to Get Right NOW
You May Also Like…
Panel Discussion on Enhancing Participant Engagement
June 27, 2025
Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.
Best Practices for Pricing Retirement Plan Services
May 29, 2025
Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.
EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist
May 1, 2025
Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities.