What does the retirement industry look like in 2035 and what are the smartest advisors doing today to prepare? Join RPAG for an eye-opening discussion on the six forces reshaping retirement plan advising, from AI and automation to consolidation, personalization, and generational change.
We'll explore how the role of the advisor is evolving, what participants and plan sponsors will demand in the next decade, and how leading firms are reinventing the retirement experience from the inside out. Whether you're an independent RIA, aggregator, or home office leader, this session will give you the foresight and strategies to grow, differentiate, and lead through 2035 and beyond. You’ll gain insights into:
- How industry consolidation is reshaping advisor models
- Why fintech and private equity are changing the competitive landscape
- How AI and data are revolutionizing plan management
- What Gen Z and Millennials expect from retirement and wealth services
- Where personalization is headed and how to scale it
- What the best advisors are doing now to future-proof their practice
Let’s rethink what’s possible and build the future of retirement together.
Thursday, July 10 at 10 a.m. PT/ 1 p.m. ET
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Jesse Taylor is the Senior Vice President of Business Development at RPAG and has been with the organization for over 15 years. He has dedicated his career to helping retirement advisors grow their business by aligning RPAG’s industry-leading platform with their goals, mission, and values. Jesse leads all business development efforts at RPAG and brings a passion for strategy, creativity, and advisor success to every conversation. Whether through one-on-one consultations, workshops, or national events, his mission is to be an indispensable partner to the advisors he supports. |
Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
