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…
SECURE 2.0 in 2025 | Checklist for Advisors
February 10, 2025
The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning.
SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients
January 31, 2025
While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.
Super Catch-Up FAQs
January 31, 2025
Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions to 401(k) and similar plans, “super catch-up” contributions.