When it comes to evaluating plan costs and services, every detail matters. During this session, we’ll pull into the pitstop and explore RPAG’s robust benchmarking suite, including RFP Express. Learn how to compare fees, assess plan providers, and showcase the value you bring to your clients with clear, data-driven reports. Whether you’re trying to attract new prospects or deliver additional value to existing clients, this session will equip you with the tools to dominate the advisory highway. Get ready to make benchmarking your competitive edge.
January 29, 10 a.m. PT/ 1 p.m. ET
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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. |