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:
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!
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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. |
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!