Enhance Your Year-end Reporting Process

Save time and allow your entire team to keep track of client deliverables until completion with our enhanced Client Servicing resource. Earlier this year our team presented on the Service Plan and why it is best practice to complete one for each client. Carlos Penaloza built off the Service Plan and demonstrating how you can utilize RPAG’s recently enhanced Client Servicing resource to keep track of what reports need to be created and when.

  • Carlos Penaloza, Advisor Service Associate
  • Luke Vandermillen Jr., Sr. New Business Development Associate


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