Start your engines and join us for a comprehensive tour of the RPAG portal, designed to help you navigate the road to success. This session is perfect for both new advisors and seasoned users looking for a refresher. We'll provide a step-by-step guide to accessing essential content and resources, from benchmarking tools to plan diagnostics, while showing you how to generate professional-grade reports that resonate with clients. Consider this your GPS to mastering RPAG and making your day-to-day operations more efficient and effective.
January 15, 10 a.m. PT/ 1 p.m. ET
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Da'Ron Jennings joined RPAG as an Advisor Service Associate in 2023. He has a strong desire to help advisers in the field realize their full potential and achieve their business objectives. He is dedicated to providing creative solutions and outstanding service in the fields of financial services and technology, drawing on his experience in financial analysis and customer assistance at RPAG. |
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Alexis Patenaude is an Advisor Service Associate at RPAG. She is passionate about enhancing experiences in the world of financial technology. Utilizing expertise in customer support and financial analysis at RPAG she is committed to delivering innovative solutions and exceptional service in the realm of finance and technology. |
