To wrap up this semester’s classes, we have a whole hour dedicated to teaching you how to utilize the RFP and Benchmarking solutions within the RPAG portal. Christian Cardenas, our RFP Systems Manager, will be showing you:
Christian Cardenas, our RFP Systems Manager, will be showing you:
- The RPAG Provider Analysis
- Prism & Prism365
- RFP Express
- How to use the Consultant RFP Responses and where to find it
These solutions could mean the difference between keeping and losing current clients to other advisors that benchmark their fees. Settle in for this last class and take notes!
October 9, 2024 at 10:00 AM PST / 1:00 PM EST
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Being in the retirement industry for 5+ years, Christian has seen the ups and downs of what it takes to run a retirement-focused book of business. RPAG has all of the resources you need to make sure your retirement plans are running at their highest efficiency. His hyper-focused knowledge and experience in benchmarking plans with RPAG have allowed him to help other advisors nationwide in giving them the best RFP resources in the industry. |
Looking for more information?
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!
