Brian Smith, Senior Institutional Sales Director at JULY, shares expert insights into the fundamentals of 401(k) plan design and how advisors can use plan features to strengthen their value proposition. Whether you’re new to retirement plans or looking to sharpen your consultative edge, this session offers practical guidance for using plan design to stand out, grow your book of business, and better serve employers.
Key Takeaways:
- How to leverage plan design to differentiate your services
- Real-world examples of plan design strategies and features
- Actionable sales ideas to support client acquisition and retention
